CHARLOTTE, N.C., Feb. 02, 2022 (World NEWSWIRE) — LPL Fiscal LLC (Nasdaq: LPLA) announced right now that father and son monetary advisors Steve and Jeremy Friedman have joined LPL Financial’s broker-supplier, hybrid registered investment decision advisor (RIA) and custodial platforms, aligned with Silverleaf Prosperity Administration, an present LPL organization. The father-son crew joins from Raymond James and noted to LPL it served roughly $200 million in advisory, brokerage and retirement system property*.
Collectively, the pair provides extra than 60 many years of encounter supporting a assortment of shoppers as a result of tailored investment decision and prosperity management techniques that handle their unique requires. With a background in details technologies, Jeremy grew up looking at his father make a difference in the life of small business owners, company executives, healthcare professionals, households and retirees by serving to them operate toward their goals as a result of personalised monetary scheduling. He afterwards went on to perform along with Steve in advance of ultimately taking on a guide role in their follow in 2014.
“As a loved ones staff that has labored collectively for more than a 10 years, my father and I are in lock stage about what it suggests to be a economic associate,” Jeremy said. “We’ve regarded lots of of our purchasers for yrs and locate wonderful fulfilment in aiding them perform towards their objectives and economical milestones.”
In considering how to present their clientele with the ideal feasible sources to provide their money objectives, Jeremy and his father established they desired a extra flexible organization model, turning Silverleaf and LPL for the future chapter of their journey.
“Ever considering that I was a boy or girl, it is been my dream to personal my life’s get the job done – and this shift to Silverleaf, accompanied by the backing of LPL, will let me to do specifically that,” Jeremy explained. “LPL delivers the versatility to operate my organization the way I want to and provide our clients’ detailed fiscal requires. Consumers want a holistic approach to their finances, and with the potential to faucet into gurus this sort of as CPAs and attorneys, I can give my clients differentiated service activities and the notice they ought to have.”
Justin Gibson, president of Silverleaf Prosperity Administration, said, “We’re thrilled to welcome Jeremy and Steve to the loved ones, and are honored they turned to us as they evolve their practice. At Silverleaf, we feel our teamwork approach provides a broader perspective to all we do and offers elevated advantages to our advisors and shoppers. With each other with LPL, we will work tough to help the Friedman staff as they broaden their enterprise and carry on to provide their clientele base with exceptional care and notice.”
Scott Posner, LPL executive vice president, Enterprise Advancement, claimed, “We prolong a warm welcome to Jeremy and Steve, and a hearty congratulations to Silverleaf on introducing two good quality economic advisors to their network. We’re self-confident that LPL’s ground breaking technological innovation and differentiated service encounters will provide a audio foundation for Jeremy and Steve’s ongoing progress. We seem ahead to a extensive-lasting and successful partnership with them and the Silverleaf staff.”
Advisors, come across an LPL enterprise growth representative near you.
About LPL Money
LPL Economical (Nasdaq: LPLA) was started on the principle that the business need to get the job done for the advisor, and not the other way close to. Now, LPL is a chief** in the marketplaces we provide, supporting extra than 19,000 financial advisors, 800 establishment-primarily based expense courses and 450 unbiased RIA companies nationwide. We are steadfast in our motivation to the advisor-centered model and the perception that People should have entry to customized advice from a financial advisor. At LPL, independence indicates that advisors have the flexibility they ought to have to pick the business enterprise product, products and services, and technological innovation assets that permit them to run their perfect observe. And they have the independence to deal with their client interactions, due to the fact they know their consumers very best. Only set, we acquire treatment of our advisors, so they can just take treatment of their clientele.
* Benefit approximated based mostly on asset and holding details provided to LPL from the yr 2021
** Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Supplier in the U.S. (Based on full revenues, Economical Organizing journal 1996-2021) No. 1 supplier of third-social gathering brokerage expert services to banking institutions and credit rating unions (2020-2021 Kehrer Bielan Analysis & Consulting Annual TPM Report) Fortune 500 as of June 2021
*** As of 3/19/21 – primarily based on claimed Belongings Less than Management by Silverleaf Advisor Team – a registered financial commitment advisor.
Securities and advisory expert services made available by way of LPL Monetary LLC, an SEC-registered broker-dealer and financial commitment advisor. Member FINRA/ SIPC Advisory Solutions also available by means of Silverleaf Advisor Team, a registered financial investment adviser.
All over this conversation, the conditions “financial advisors” and “advisors” are made use of to refer to registered associates and/or investment advisor associates affiliated with LPL Economical LLC. We routinely disclose data that may perhaps be crucial to shareholders in the “Investor Relations” or “Press Releases” part of our web site.
Silverleaf Wealth Administration, Silverleaf Advisor Group and LPL Fiscal are separate entities.
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