CHARLOTTE, N.C., Sept. 07, 2021 (World NEWSWIRE) — LPL Monetary LLC announced right now that Corpus Christi Monetary Group has joined LPL Financial’s broker-seller, corporate registered expenditure advisor (RIA) and custodial platforms. The advisors documented possessing served around $four hundred million in advisory, brokerage and retirement system property*. They sign up for LPL from Voya, which was recently obtained by Cetera.
Led by managing husband or wife Cory Summers CFP®, the Corpus Christi, Texas-based crew comprises of monetary advisors Kurt Emerick CFP®, Jim Mailhes CFP®, Alan Canine CPA, Justin Martinez and Ava “Diane” Smith, as properly as two licensed assistants and five place of work assist personnel users. “With no minimums or earnings level specifications, we get the job done with a various group of hard-operating individuals seeking to simplify their advanced monetary life,” Summers mentioned. “We develop particular relationships with every customer, and are focused on monetary education and learning to support them fully grasp the ‘why’ powering the strategies and programs we place in position.”
Considering the fact that Summers bought Corpus Christi Monetary Group in 2013, the practice has developed appreciably in sizing. Their advancement trajectory, coupled with the fact that their past business was obtained, prompted the crew to obtain a new wealth management husband or wife. “We wished a position we can get in touch with ‘home’ for the lengthy-expression somewhere we can target on purchasers and not get worried about the next improve,” Summers mentioned. “After comprehensive thanks diligence, the overall crew identified that LPL would be the very best husband or wife to support us provide our purchasers with impressive technological know-how alternatives that makes it possible for them to mixture, system and keep track of all of their monetary aspects in 1 position.”
As the business proceeds to develop, Summers also believes LPL assists place them in the very best place to expand and appeal to new advisors to the crew. From Working day one, Summers will tap into the firm’s top quality buyer software supplied by M&A Methods, as properly as the Assurance Plan to be certain business continuity in the occasion of an unplanned exit. He said, “We want to husband or wife with retiring advisors to continue on their legacy, and also be certain that our purchasers receive continuous support and assist. Due to the fact eventually, it’s all about them.”
Scott Posner, LPL govt vice president, Business enterprise Development, said, “We warmly welcome Cory and the overall Corpus Christi crew to the LPL relatives. We are honored they acknowledged the value of partnering with LPL as they acquire techniques to generate differentiated experiences for their purchasers and set up a lengthy-expression system for their business. We can husband or wife with them in a wide variety of strategies, which includes producing value-include strategies like M&A more productive and price helpful. We appear forward to supporting Corpus Christi Monetary Group for lots of a long time to arrive as they get the job done to build a more successful and sustainable practice.”
Study about other corporations that recently joined LPL in the LPL Monetary Information and Media segment of LPL.com.
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About LPL Monetary
LPL Monetary (Nasdaq: LPLA) was founded on the theory that the business really should get the job done for the advisor, and not the other way about. Nowadays, LPL is a leader** in the marketplaces we serve, supporting more than 19,000 monetary advisors, 800 institution-based expenditure programs and 450 independent RIA corporations nationwide. We are steadfast in our determination to the advisor-centered product and the belief that People in america ought to have accessibility to aim guidance from a monetary advisor. At LPL, independence usually means that advisors have the independence they ought to have to pick out the business product, expert services, and technological know-how assets that allow them to run their great practice. And they have the independence to control their customer relationships, mainly because they know their purchasers very best. Simply just place, we acquire treatment of our advisors, so they can acquire treatment of their purchasers.
** Leading RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Impartial Broker-Supplier in the U.S (Based on full revenues, Monetary Planning magazine 1996-2021) No. one provider of 3rd-celebration brokerage expert services to banking institutions and credit rating unions (2020-2021 Kehrer Bielan Investigation & Consulting Annual TPM Report) Fortune 500 as of June 2021
*Based on prior business and signifies property that would have been custodied at LPL Monetary, fairly than 3rd-celebration custodians. Reported property and customer figures have not been independently and fully verified by LPL Monetary.
Securities and advisory expert services supplied by LPL Monetary LLC, an SEC– registered broker-seller and expenditure advisor. Member FINRA/ SIPC
Throughout this interaction, the phrases “financial advisors” and “advisors” are employed to refer to registered associates and/or expenditure advisor associates affiliated with LPL Monetary LLC. We routinely disclose details that could be essential to shareholders in the “Investor Relations” or “Press Releases” segment of our web page.
Corpus Christi Monetary Group and LPL Monetary are separate entities.
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Source: LPL Monetary Holdings, Inc.