CHARLOTTE, N.C., Feb. 02, 2022 (World NEWSWIRE) — LPL Fiscal LLC (Nasdaq: LPLA) announced these days that father and son fiscal advisors Steve and Jeremy Friedman have joined LPL Financial’s broker-vendor, hybrid registered financial investment advisor (RIA) and custodial platforms, aligned with Silverleaf Prosperity Management, an current LPL firm. The father-son staff joins from Raymond James and claimed to LPL it served roughly $200 million in advisory, brokerage and retirement approach assets*.
Collectively, the pair brings far more than 60 a long time of encounter supporting a variety of clientele by means of custom-made financial commitment and prosperity administration methods that tackle their exclusive desires. With a track record in details technology, Jeremy grew up viewing his father make a distinction in the life of business house owners, corporate executives, healthcare experts, families and retirees by serving to them perform towards their desires by customized monetary arranging. He afterwards went on to function alongside Steve right before in the end using on a guide job in their apply in 2014.
“As a household crew that has labored alongside one another for in excess of a decade, my father and I are in lock phase about what it means to be a economic husband or wife,” Jeremy said. “We’ve acknowledged several of our shoppers for yrs and obtain excellent fulfilment in helping them operate towards their objectives and economical milestones.”
In thinking about how to supply their purchasers with the greatest achievable sources to provide their financial objectives, Jeremy and his father identified they necessary a additional versatile company design, turning Silverleaf and LPL for the subsequent chapter of their journey.
“Ever given that I was a little one, it’s been my aspiration to individual my life’s operate – and this go to Silverleaf, accompanied by the backing of LPL, will permit me to do particularly that,” Jeremy reported. “LPL provides the overall flexibility to operate my company the way I want to and serve our clients’ extensive monetary requires. Consumers want a holistic solution to their finances, and with the skill to tap into experts these as CPAs and attorneys, I can give my clientele differentiated provider encounters and the focus they have earned.”
Justin Gibson, president of Silverleaf Wealth Administration, reported, “We’re thrilled to welcome Jeremy and Steve to the household, and are honored they turned to us as they evolve their apply. At Silverleaf, we feel our teamwork method provides a broader viewpoint to all we do and supplies increased positive aspects to our advisors and customers. Jointly with LPL, we will get the job done hard to guidance the Friedman crew as they broaden their small business and continue to deliver their clientele foundation with extraordinary treatment and awareness.”
Scott Posner, LPL executive vice president, Business Growth, reported, “We increase a heat welcome to Jeremy and Steve, and a hearty congratulations to Silverleaf on introducing two high quality economical advisors to their network. We’re confident that LPL’s ground breaking engineering and differentiated service experiences will offer a audio basis for Jeremy and Steve’s ongoing expansion. We search ahead to a extended-lasting and effective partnership with them and the Silverleaf staff.”
Advisors, come across an LPL enterprise growth representative near you.
About LPL Economical
LPL Monetary (Nasdaq: LPLA) was established on the principle that the firm really should do the job for the advisor, and not the other way close to. These days, LPL is a leader** in the marketplaces we provide, supporting a lot more than 19,000 fiscal advisors, 800 institution-based mostly financial commitment packages and 450 impartial RIA companies nationwide. We are steadfast in our determination to the advisor-centered design and the belief that People in america have earned access to customized assistance from a economic advisor. At LPL, independence usually means that advisors have the liberty they deserve to select the company design, providers, and engineering assets that enable them to run their excellent practice. And they have the liberty to handle their customer associations, since they know their purchasers ideal. Basically set, we take care of our advisors, so they can choose care of their clients.
* Benefit approximated based on asset and keeping particulars delivered to LPL from the 12 months 2021
** Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Vendor in the U.S. (Centered on overall revenues, Financial Organizing journal 1996-2021) No. 1 provider of third-occasion brokerage companies to banking companies and credit score unions (2020-2021 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
*** As of 3/19/21 – centered on noted Property Less than Administration by Silverleaf Advisor Team – a registered investment decision advisor.
Securities and advisory services presented as a result of LPL Financial LLC, an SEC-registered broker-dealer and financial investment advisor. Member FINRA/ SIPC Advisory Products and services also supplied by Silverleaf Advisor Group, a registered financial investment adviser.
All through this conversation, the terms “financial advisors” and “advisors” are utilized to refer to registered associates and/or investment decision advisor associates affiliated with LPL Economical LLC. We routinely disclose info that may perhaps be vital to shareholders in the “Investor Relations” or “Press Releases” section of our site.
Silverleaf Wealth Management, Silverleaf Advisor Group and LPL Economical are different entities.
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