February 28, 2024


The business lovers

LPL Financial Welcomes Integrity Wealth Team

CHARLOTTE, N.C., Nov. 02, 2021 (Globe NEWSWIRE) — LPL Fiscal LLC (Nasdaq:LPLA) announced today that Integrity Wealth Crew has joined LPL Financial’s broker-seller, company registered expenditure advisor (RIA) and custodial platforms. The advisors noted acquiring served close to $one hundred seventy five million in advisory and brokerage property*. They be a part of LPL from Ameriprise Fiscal Providers.   

Primarily based in Tampa, Fla., Integrity Wealth Crew was established when money advisors and colleagues Lauren Silva and Nathan Helms CFP®, CIMA®, joined their tactics. They believed their skills complemented each individual other and that a team tactic would greatest advantage purchasers. Together, they supply in depth money arranging and socially-responsible expenditure tips for their consumer foundation of retirees and profitable younger entrepreneurs.

On the lookout for far more overall flexibility, supplemental options and the flexibility to operate their enterprise on their own conditions, the advisors selected to partner with LPL. “We feel the transfer to LPL will enhance the degree of provider and tips options that our purchasers are entitled to,” Helms said. “LPL’s integrated technology, put together with strong arranging application, will make far more efficiencies in our exercise and assistance us differentiate the consumer expertise. We also enjoy LPL’s powerful lifestyle, values and motivation to taking care of its advisors.”

For Helms, who was formerly affiliated with LPL, the transfer to LPL was a homecoming. He said he appreciates the firm’s cultural and provider transformation, and he is thrilled to reunite with the sector chief.

For Silva, the transfer authorized her to rebrand her enterprise beneath the Integrity title. She stated, “Our philosophy is to provide our purchasers with integrity, assistance to align their investments with their values, and to be able to give again to their communities in a meaningful way. We enjoy all of the options that LPL provides in the ESG and SRI area.”

Scott Posner, LPL government vice president, Business enterprise Development, stated, “We prolong a heat welcome to Lauren, Nate and their team. Getting care of LPL advisors is our complete emphasis and mission. We are committed to assisting advisors develop thriving tactics, where by they can function on their own conditions and supply their purchasers with differentiated ordeals. LPL is uniquely positioned in the independent market to make ongoing investments in innovative abilities and strong enterprise sources created to assistance advisors satisfy the evolving needs of the sector and their purchasers. We search forward to supporting the Integrity Wealth Crew for a long time to appear.”

Advisors, locate an LPL enterprise growth representative near you.

About LPL Fiscal
LPL Fiscal (Nasdaq: LPLA) was established on the principle that the company should operate for the advisor, and not the other way about. These days, LPL is a chief** in the marketplaces we provide, supporting far more than 19,000 money advisors, 800 institution-dependent expenditure systems and 450 independent RIA firms nationwide. We are steadfast in our motivation to the advisor-centered model and the belief that Us citizens are entitled to access to aim steering from a money advisor. At LPL, independence suggests that advisors have the flexibility they are entitled to to pick the enterprise model, expert services, and technology sources that permit them to operate their perfect exercise. And they have the flexibility to handle their consumer associations, since they know their purchasers greatest. Merely put, we consider care of our advisors, so they can consider care of their purchasers.

** Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Impartial Broker-Supplier in the U.S (Primarily based on full revenues, Fiscal Organizing journal 1996-2021) No. one supplier of third-celebration brokerage expert services to banking companies and credit history unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report) Fortune 500 as of June 2021

*Primarily based on prior enterprise and signifies property that would have been custodied at LPL Fiscal, relatively than third-celebration custodians. Described property and consumer numbers have not been independently and entirely verified by LPL Fiscal.

Securities and advisory expert services available by means of LPL Fiscal LLC, an SEC-registered broker-seller and expenditure advisor. Member FINRA/ SIPC.

In the course of this interaction, the conditions “financial advisors” and “advisors” are utilised to refer to registered representatives and/or expenditure advisor representatives affiliated with LPL Fiscal LLC. We routinely disclose information that might be vital to shareholders in the “Investor Relations” or “Press Releases” part of our web site.

Integrity Wealth Crew and LPL Fiscal are separate entities.

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Media Get hold of:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]