CHARLOTTE, N.C., Oct. thirteen, 2021 (Globe NEWSWIRE) — LPL Financial LLC declared nowadays that economic advisor Male Rodgers has joined LPL Financial’s broker-supplier, company registered expenditure advisor (RIA) and custodial platforms. He reported getting served close to $175 million in advisory and brokerage property*. He joins LPL from Wells Fargo Financial Advisors Network.
Right after starting his job as a family law firm, Rodgers identified the will need for much more moral economic advisors to assist people today via situations of changeover, including divorce, accidents or dying. He shifted to his new job as an advisor in 2008, launching a observe focused on giving sophisticated techniques and economic preparing to tutorial customers via changeover. Centered in Mansfield, Texas, Male Rodgers Personal Prosperity Approaches also has a 3 member assistance workforce, including his wife, Gina, who serves as the firm’s business manager, as very well as his assistant Aida Chianappi, who put in twenty several years as a paralegal for profitable family legal professionals in Texas and now provides a substantial-level of provider to the firm’s customers.
“The final few of several years have been making an attempt on absolutely everyone, irrespective of whether they are preparing to retire, misplaced a position or endured the dying of a loved 1,” Rodgers reported. “In the wake of an ongoing pandemic, it is much more crucial now than at any time just before to have a experienced and moral economic advisor to assist get ready for the unforeseen everyday living situations.”
Wanting to elevate his observe, present enhanced provider in situations of disaster and work in his clients’ best interest, Rodgers selected to transfer his company to LPL. He mentioned, “LPL provides a wide breadth and depth of preparing and expenditure alternatives, and most importantly, lets me to create differentiated provider experiences for my customers. Our slogan is ‘clarity, self-assurance and concierge treatment,’ and I believe that LPL offers me the best alternative to present all all those expert services to my customers.”
Scott Posner, LPL govt vice president, Business Development, mentioned, “We welcome Male and his workforce into the LPL community and are committed to becoming their extended-expression lover for several years to arrive. We will go on leveraging our scale to make ongoing investments in progressive technologies, best-in-course provider experiences and other prosperity administration sources that produce value and assist deal with the evolving demands of Male Rodgers Personal Prosperity Approaches and all of our other customers.”
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About LPL Financial
LPL Financial (Nasdaq: LPLA) was launched on the principle that the company should really get the job done for the advisor, and not the other way around. Nowadays, LPL is a leader** in the markets we serve, supporting much more than 19,000 economic advisors, 800 establishment-primarily based expenditure systems and 450 impartial RIA firms nationwide. We are steadfast in our determination to the advisor-centered product and the belief that Us citizens are entitled to obtain to objective direction from a economic advisor. At LPL, independence signifies that advisors have the independence they are entitled to to select the company product, expert services, and technologies sources that enable them to operate their best observe. And they have the independence to take care of their shopper interactions, due to the fact they know their customers best. Simply place, we acquire treatment of our advisors, so they can acquire treatment of their customers.
** Leading RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Independent Broker-Seller in the U.S (Centered on complete revenues, Financial Planning journal 1996-2021) No. 1 service provider of third-social gathering brokerage expert services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report) Fortune 500 as of June 2021
*Centered on prior company and signifies property that would have been custodied at LPL Financial, alternatively than third-social gathering custodians. Documented property and shopper quantities have not been independently and absolutely confirmed by LPL Financial.
Securities and advisory expert services supplied via LPL Financial LLC, an SEC-registered broker-supplier and expenditure advisor. Member FINRA/ SIPC
All over this conversation, the phrases “financial advisors” and “advisors” are made use of to refer to registered representatives and/or expenditure advisor representatives affiliated with LPL Financial LLC. We routinely disclose info that may possibly be crucial to shareholders in the “Investor Relations” or “Press Releases” segment of our web page.
Male Rodgers Personal Prosperity Approaches and LPL Financial are independent entities.
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Supply: LPL Financial Holdings, Inc.
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