CHARLOTTE, N.C., Oct. thirteen, 2021 (Globe NEWSWIRE) — LPL Money LLC introduced currently that economic advisor Guy Rodgers has joined LPL Financial’s broker-supplier, corporate registered financial investment advisor (RIA) and custodial platforms. He noted obtaining served roughly $one hundred seventy five million in advisory and brokerage belongings*. He joins LPL from Wells Fargo Money Advisors Community.
Soon after setting up his occupation as a spouse and children lawyer, Rodgers identified the want for a lot more ethical economic advisors to enable individuals by means of moments of changeover, which include divorce, accidents or demise. He shifted to his new occupation as an advisor in 2008, launching a apply focused on providing sophisticated techniques and economic setting up to manual clientele by means of changeover. Centered in Mansfield, Texas, Guy Rodgers Non-public Prosperity Strategies also has a 3 member guidance staff, which include his wife, Gina, who serves as the firm’s business office manager, as nicely as his assistant Aida Chianappi, who invested twenty yrs as a paralegal for thriving spouse and children legal professionals in Texas and now presents a higher-level of support to the firm’s clientele.
“The past pair of yrs have been trying on absolutely everyone, no matter whether they’re setting up to retire, shed a position or experienced the demise of a cherished one particular,” Rodgers mentioned. “In the wake of an ongoing pandemic, it’s a lot more crucial now than at any time in advance of to have a professional and ethical economic advisor to enable prepare for the unexpected life occasions.”
Seeking to elevate his apply, offer increased support in moments of disaster and function in his clients’ best interest, Rodgers chose to transfer his organization to LPL. He said, “LPL presents a large breadth and depth of setting up and financial investment options, and most importantly, lets me to develop differentiated support ordeals for my clientele. Our slogan is ‘clarity, assurance and concierge care,’ and I believe LPL offers me the best alternative to offer all those people products and services to my clientele.”
Scott Posner, LPL government vice president, Company Advancement, said, “We welcome Guy and his staff into the LPL local community and are dedicated to becoming their long-expression associate for yrs to appear. We will continue on leveraging our scale to make ongoing investments in progressive technologies, best-in-course support ordeals and other wealth management methods that provide price and enable deal with the evolving requirements of Guy Rodgers Non-public Prosperity Strategies and all of our other clientele.”
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About LPL Money
LPL Money (Nasdaq: LPLA) was founded on the principle that the firm should really operate for the advisor, and not the other way all around. Currently, LPL is a leader** in the marketplaces we provide, supporting a lot more than 19,000 economic advisors, 800 establishment-dependent financial investment systems and 450 unbiased RIA firms nationwide. We are steadfast in our dedication to the advisor-centered product and the belief that Individuals have earned obtain to goal steering from a economic advisor. At LPL, independence indicates that advisors have the flexibility they have earned to pick the organization product, products and services, and technologies methods that make it possible for them to operate their ideal apply. And they have the flexibility to deal with their client interactions, for the reason that they know their clientele best. Merely place, we get care of our advisors, so they can get care of their clientele.
** Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Unbiased Broker-Supplier in the U.S (Centered on complete revenues, Money Scheduling journal 1996-2021) No. 1 supplier of 3rd-occasion brokerage products and services to banking companies and credit score unions (2020-2021 Kehrer Bielan Study & Consulting Yearly TPM Report) Fortune 500 as of June 2021
*Centered on prior organization and signifies belongings that would have been custodied at LPL Money, alternatively than 3rd-occasion custodians. Claimed belongings and client numbers have not been independently and completely confirmed by LPL Money.
Securities and advisory products and services available by means of LPL Money LLC, an SEC-registered broker-supplier and financial investment advisor. Member FINRA/ SIPC
During this communication, the phrases “financial advisors” and “advisors” are applied to refer to registered reps and/or financial investment advisor reps affiliated with LPL Money LLC. We routinely disclose information and facts that may well be crucial to shareholders in the “Investor Relations” or “Press Releases” area of our website.
Guy Rodgers Non-public Prosperity Strategies and LPL Money are independent entities.
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