LPL Financial, JFC Advisor Network Welcome Lamont Financial Group

CHARLOTTE, N.C., Dec. fifteen, 2021 (Globe NEWSWIRE) — LPL Economical LLC (Nasdaq:LPLA) introduced today that Lamont Economical Team has joined LPL Financial’s broker-dealer, corporate registered investment decision advisor (RIA) and custodial platforms, aligning with massive organization JFC Advisor Community. The Lamont crew noted obtaining served around $two hundred million in advisory, brokerage and retirement approach assets*. They sign up for LPL from Securities America, part of the Advisor Team network of broker-dealers.

Located in Apparent Lake Financial institution & Belief in Mason Metropolis and Apparent Lake, Iowa, Lamont Economical Team was founded in 2013 and is comprised of financial advisors Kris Lamont, Thomas E. Alexander and Amy Dixon. The company gives comprehensive and very personalized financial tactics to aid clientele increase, guard and in the end, transfer their legacy. “We believe that financial options need to replicate every single phase of everyday living its operator is in: no matter if it be obtaining a initially household, financing a child’s faculty education and learning or setting up for retirement,” stated Lamont, who largely will work with high-internet-worthy of men and women who are doing the job to retirement or by now retired.

Hunting for larger business efficiencies and balance, the crew turned to LPL and JFC. Lamont stated, “I’m only as successful as my staff, so it was critical to find a companion who can aid us conserve time and get much more efficiencies from integrated technologies. LPL checked that box with ClientWorks and other progressive abilities, all linked by a solitary indication-on features. On best of that, LPL is a Fortune five hundred corporation with size and scale, which provides us balance and peace of intellect figuring out that we are with a solid companion. We also value the included services, assets and investment decision models delivered by JFC. It’s genuinely a excellent fit all all over.”

Jack Connealy, founder of JFC Advisor Community, stated, “We are thrilled to welcome Lamont Economical Team to our growing relatives of advisors. At JFC Advisor Community, we are committed to furthering the accomplishment of our advisors and elevating their practices.We are honored to be entrusted with this mission by Lamont Economical Team, and seem ahead to our partnership with Kris, Thomas, Amy and the entire crew.”

Scott Posner, LPL government vice president, Small business Progress, stated, “We welcome Kris, Thomas and Amy to the LPL neighborhood. We are proud to be their companion by providing progressive assets, options and technologies that can aid them be successful at just about every phase of their business’ lifecycle. We will continue to leverage our scale to provide worth to advisors, providing them time-conserving, integrated abilities so they can focus on aiding their clientele go after their lifelong financial ambitions and aspirations. We congratulate JFC for its continued advancement, and seem ahead to a long-lasting partnership with each JFC and Lamont Economical Team.”

Advisors, find an LPL business enterprise development representative near you.

About LPL Economical
LPL Economical (Nasdaq: LPLA) was founded on the theory that the company need to operate for the advisor, and not the other way all over. Today, LPL is a chief** in the marketplaces we provide, supporting much more than 19,000 financial advisors, 800 institution-based investment decision applications and 450 unbiased RIA firms nationwide. We are steadfast in our determination to the advisor-centered design and the belief that People in america ought to have obtain to personalized direction from a financial advisor. At LPL, independence implies that advisors have the flexibility they ought to have to decide on the business enterprise design, companies, and technologies assets that permit them to run their ideal observe. And they have the flexibility to regulate their client interactions, due to the fact they know their clientele best. Just put, we just take care of our advisors, so they can just take care of their clientele.

*Based mostly on prior business enterprise and signifies assets that would have been custodied at LPL Economical, relatively than 3rd-bash custodians. Reported assets and client numbers have not been independently and fully verified by LPL Economical.

** Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. one Impartial Broker-Vendor in the U.S (Based mostly on total revenues, Economical Scheduling journal 1996-2021) No. one provider of 3rd-bash brokerage companies to banking companies and credit history unions (2020-2021 Kehrer Bielan Analysis & Consulting Yearly TPM Report) Fortune five hundred as of June 2021

Securities and advisory companies available by way of LPL Economical LLC, an SEC-registered broker-dealer and investment decision advisor. Member FINRA/ SIPC

Insurance policies merchandise are available by way of LPL or its licensed affiliates. To the extent you are obtaining investment decision suggestions from a independently registered unbiased investment decision advisor that is not an LPL Economical affiliate, remember to be aware LPL Economical makes no representation with regard to this sort of entity.

If your financial professional is located at a bank or credit history union, remember to be aware that the bank/credit history union is not registered as a broker-dealer or investment decision advisor. Registered representatives of LPL may possibly also be workforce of the bank/credit history union. These merchandise and companies are staying available by way of LPL or its affiliates, which are individual entities from, and not affiliates of, the bank/credit history union.

Securities and insurance coverage available by way of LPL or its affiliates are:

  • Not Insured by FDIC/NCUA or Any Other Government Company
  • Not Financial institution/Credit score Union Confirmed
  • Not Financial institution/Credit score Union Deposits or Obligations
  • May perhaps Eliminate Value

In the course of this interaction, the phrases “financial advisors” and “advisors” are utilized to refer to registered representatives and/or investment decision advisor representatives affiliated with LPL Economical LLC. We routinely disclose information and facts that may possibly be critical to shareholders in the “Investor Relations” or “Press Releases” portion of our site.

Lamont Economical Team, JFC Advisor Community, Apparent Lake Financial institution & Belief and LPL Economical are individual entities.

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Media Speak to:
Lauren Hoyt-Williams
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