CHARLOTTE, N.C., Nov. 23, 2021 (World NEWSWIRE) — LPL Financial LLC declared nowadays that the freshly rebranded Clearview Wealth Associates has joined LPL Financial’s broker-dealer, corporate registered financial commitment advisor (RIA) and custodial platforms. They are aligned with The Financial Expert services Network, an current LPL significant company. The Clearview group described obtaining served approximately $five hundred million in advisory, brokerage and retirement system assets*. They be a part of from Lincoln Financial Advisors.
Clearview Wealth Associates is a whole-assistance wealth management business that mainly serves enterprise homeowners, corporate executives and professional athletes. The group is led by running companions and cofounders Invoice Roland ChFC, CLU, and Jim Westermeyer, who are joined by fellow economic advisors Ashley Sawyer and Mike Lemas and a 4 member office assistance workers. They function out of a few offices primarily based in Petaluma and Pleasanton, Calif., and Scottsdale, Ariz.
The team’s fiduciary obligation and dedication to delivering differentiated client assistance led them to find new companions in LPL and The Network. “We are excited to transfer to a thoroughly unbiased platform with LPL’s sturdy digital know-how, blended with The Network’s community assistance and supplemental means. We imagine our customers will advantage from an enhanced working experience correct out of the gate with a one portal to entry account facts, together with whole transparency,” Roland claimed.
Westermeyer extra, “We are excited to start our new title and brand name, with the Clearview title denoting transparency. This transfer makes certain our customers will have modern instruments and means accessible to them. We glance ahead to rising our observe and assisting customers make fantastic decisions all-around their economic health and fitness, financial commitment management, estate arranging, all round hazard management, enterprise continuity arranging, staff gains and corporate retirement strategies.”
Christopher Mercado, running associate and main financial commitment strategist with The Financial Expert services Network, mentioned, “As the needs of additional complex wealth management companies maximize, The Network’s enterprise product carries on to attract leading offices throughout the place. We are delighted to welcome Jim, Invoice and the prolonged group at Clearview Wealth Associates, as we glance ahead to doing the job alongside one another to elevate their client working experience via our collective partnership with LPL Financial.”
Scott Posner, LPL govt vice president, Organization Improvement, mentioned, “We welcome Jim, Invoice, Ashley and Mike to LPL, and congratulate The Network for rising its community of high quality advisors. We are honored that the Clearview group acknowledged LPL’s stability to serve as a long-time period associate for their business and customers. We continue to be fully commited to investing in our advisors’ enterprises to supply differentiated abilities, built-in know-how and modern options built to help them prosper. We glance ahead to a long-long lasting partnership with Clearview Wealth Associates.”
Advisors, find an LPL enterprise enhancement representative near you.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the basic principle that the business must do the job for the advisor, and not the other way all-around. Now, LPL is a chief** in the marketplaces we serve, supporting additional than 19,000 economic advisors, 800 institution-primarily based financial commitment packages and 450 unbiased RIA companies nationwide. We are steadfast in our dedication to the advisor-centered product and the perception that People are entitled to entry to customized steerage from a economic advisor. At LPL, independence means that advisors have the freedom they are entitled to to pick out the enterprise product, companies, and know-how means that enable them to operate their perfect observe. And they have the freedom to control their client associations, because they know their customers best. Simply just put, we just take treatment of our advisors, so they can just take treatment of their customers.
** Top rated RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. one Impartial Broker-Supplier in the U.S (Primarily based on whole revenues, Financial Planning magazine 1996-2021) No. one company of 3rd-celebration brokerage companies to banking companies and credit rating unions (2020-2021 Kehrer Bielan Study & Consulting Yearly TPM Report) Fortune five hundred as of June 2021
*Primarily based on prior enterprise and signifies assets that would have been custodied at LPL Financial, relatively than 3rd-celebration custodians. Reported assets and client figures have not been independently and thoroughly verified by LPL Financial.
Securities and advisory companies made available via LPL Financial LLC, an SEC- registered broker-dealer and financial commitment advisor. Member FINRA/ SIPC
During this conversation, the terms “financial advisors” and “advisors” are applied to refer to registered reps and/or financial commitment advisor reps affiliated with LPL Financial LLC. We routinely disclose facts that could be critical to shareholders in the “Investor Relations” or “Press Releases” portion of our web page.
Clearview Wealth Associates, The Financial Expert services Network and LPL Financial are different entities.
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