CHARLOTTE, N.C., Dec. 02, 2021 (Globe NEWSWIRE) — LPL Financial LLC introduced right now that HPK Provident Advisors has joined LPL Financial’s broker-supplier, company registered expenditure advisor (RIA) and custodial platforms. The group reported having served around $230 million in advisory and brokerage assets*, and joins LPL from FSC Securities Company, portion of the Advisor Group network of broker-dealers.
The family-led enterprise dates again to the early 1960s when Ron Zucchelli started the Western Pennsylvania-dependent follow. His son-in-regulation and grandson, David Harper and Colin S. Harper CFP®, adopted his footsteps as money advisors and are honored to continue his legacy just after his 2012 retirement. They were joined soon just after by fellow advisors Michael Kutch CFA and Brian Paluso CFP®, CLU, RICP, AIF, and the business has expanded to contain a further registered business in Sarasota, Fla.
“The expenditure landscape has grown amazingly complicated around the decades, so we have brought together a group of advisors who each deliver diverse specialties to the business. We get a collaborative tactic to helping each and every single shopper to pursue their objectives, doing work via our distinctive Aspiration money arranging course of action: Find out, Lessen Stress, Expectations, Action Things and Going Forward,” David Harper reported.
As the group proceeds to grow and supply shoppers with elevated company ordeals, they turned to LPL for the up coming chapter of their journey. “We were on the lookout for more means and progressive know-how with solitary signal-on, and we uncovered that with LPL. The move has simplified so several of our working day-to-working day tasks, and we hope to get again a few hundred, if not 1000’s, of hrs for every 12 months so we can appreciate performing what we do greatest: helping our shoppers,” Harper reported.
Scott Posner, LPL govt vice president, Small business Progress, stated, “We extend a heat welcome to David, Colin, Michael and Brian, and we’re honored to assist the meaningful operate they are performing to continue Ron’s legacy. We are fully commited to investing in progressive abilities and equipment that can assistance advisors differentiate their follow and maximize their price to shoppers. Engineering performs an integral position in our advisors’ tactics, and we do extra than just provide primary equipment. LPL takes advantage of built-in workflows and progressive enterprise methods to develop a seamless consumer expertise so advisors have better capability, extra ease and more means to be able to provide extra price to their shoppers. We search ahead to a extended-lasting partnership with HPK Provident Advisors for decades to occur.”
Advisors, discover an LPL enterprise improvement representative near you.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was started on the principle that the business should operate for the advisor, and not the other way around. These days, LPL is a chief** in the marketplaces we serve, supporting extra than 19,000 money advisors, 800 establishment-dependent expenditure systems and 450 unbiased RIA companies nationwide. We are steadfast in our determination to the advisor-centered model and the perception that Individuals are worthy of access to customized advice from a money advisor. At LPL, independence suggests that advisors have the independence they are worthy of to pick out the enterprise model, expert services, and know-how means that let them to operate their excellent follow. And they have the independence to deal with their shopper interactions, since they know their shoppers greatest. Merely place, we get care of our advisors, so they can get care of their shoppers.
** Top rated RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Seller in the U.S (Based on complete revenues, Financial Setting up magazine 1996-2021) No. 1 supplier of third-party brokerage expert services to banking institutions and credit rating unions (2020-2021 Kehrer Bielan Analysis & Consulting Once-a-year TPM Report) Fortune five hundred as of June 2021
*Based on prior enterprise and represents assets that would have been custodied at LPL Financial, relatively than third-party custodians. Described assets and shopper numbers have not been independently and totally confirmed by LPL Financial.
Securities and advisory expert services available via LPL Financial LLC, an SEC- registered broker-supplier and expenditure advisor. Member FINRA/ SIPC
Throughout this interaction, the conditions “financial advisors” and “advisors” are made use of to refer to registered reps and/or expenditure advisor reps affiliated with LPL Financial LLC. We routinely disclose details that may perhaps be vital to shareholders in the “Investor Relations” or “Press Releases” part of our internet site.
HPK Provident Advisors and LPL Financial are individual entities.
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