LPL Financial Welcomes Shunyia & Co. Private Wealth Advisors

CHARLOTTE, N.C., Oct. 18, 2021 (Globe NEWSWIRE) — LPL Economical LLC (Nasdaq: LPLA) announced now that economical advisor Peter Shunyia, CFP® has joined LPL Economical to launch his unbiased economical exercise, Shunyia & Co. Non-public Prosperity Advisors. He documented owning served somewhere around $150 million in advisory and retirement prepare belongings*. He joins LPL from Merrill Lynch.

Shunyia, a lifelong Michigan resident, operates his exercise in Troy, Mich., with the guidance of three office environment staff associates. He has 20 several years of working experience outlining economical procedures for his shopper foundation of superior-internet-truly worth individuals, physicians, retirees and business enterprise proprietors. Shunyia normally takes pride in his meticulous and personalized approach to economical guidance, which incorporates in depth tips, chance investigation and economical arranging. “As an experienced advisor, I perform to recognize my clients’ considerations and objectives, thoroughly demonstrate my tips and supply fantastic treatment and service,” reported Shunyia, who enjoys investing his time exterior of perform with his loved ones, fly fishing and volunteering for conservation assignments.

Looking to serve his clients’ best passions, broaden financial investment selections and choose a lot more management of his business enterprise, he chose to spouse with LPL and align with The usa Group Retirement Technique Centers, a large company that supports LPL-affiliated advisors. “With the robust sources, innovative answers and a extensive-reaching advisor network of a Fortune 500 firm, LPL is the proper residence for my economical exercise,” Shunyia reported. “The firm presents all the things that my clients and I are hunting for — from built-in technology to economical arranging tools. We also have the added layer of guidance from The usa Group to supply the infrastructure and guidance to permit me to do what I was accomplishing in a wirehouse ecosystem without having missing a conquer. Most importantly, this transfer enables me to concentration totally on having treatment of my clients’ requirements.”

Joe Ruzycki, president and CEO of The usa Group Retirement Technique Centers, “We are excited to welcome Peter as the ninety fiveth economical advisor to be a part of our expanding company. We believe that his prosperity of industry understanding, merged with our powerful guidance and LPL’s robust system, will support Peter set up a effective unbiased exercise and stand out from the competitors. It has been an absolute enjoyment getting to know Peter and encouraging him with the changeover and we glance forward to our long-lasting partnership.”

Scott Posner, LPL government vice president, Company Enhancement, stated, “We increase a warm welcome to Peter and congratulate him on launching his new unbiased exercise. Advisors are at the heart of all the things we do, and we repeatedly commit in innovative capabilities to supply them with differentiated guidance and sources. We are happy to provide advisors with prosperity administration answers and business enterprise answers designed to support established them get in their market and incorporate benefit for clients. We congratulate The usa Group on expanding its network of high-quality advisors and glance forward to supporting Shunyia & Co. Non-public Prosperity Advisors for several years to occur.”

Go through about other corporations that a short while ago joined LPL in the LPL Economical News and Media part of LPL.com.

Advisors, locate an LPL business enterprise growth representative near you.

About LPL Economical
LPL Economical (Nasdaq: LPLA) was launched on the principle that the organization need to perform for the advisor, and not the other way about. Now, LPL is a chief** in the markets we serve, supporting a lot more than 19,000 economical advisors, 800 institution-based mostly financial investment packages and 450 unbiased RIA corporations nationwide. We are steadfast in our motivation to the advisor-centered model and the perception that Individuals are entitled to access to objective direction from a economical advisor. At LPL, independence signifies that advisors have the liberty they are entitled to to select the business enterprise model, services, and technology sources that enable them to operate their excellent exercise. And they have the liberty to handle their shopper associations, for the reason that they know their clients best. Merely put, we choose treatment of our advisors, so they can choose treatment of their clients.
 

** Leading RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Impartial Broker-Seller in the U.S (Dependent on complete revenues, Economical Arranging magazine June 1996-2020) No. one supplier of 3rd-celebration brokerage services to banking institutions and credit history unions (2020-2021 Kehrer Bielan Analysis & Consulting Yearly TPM Report) Fortune 500 as of June 2021

*Dependent on prior business enterprise and represents belongings that would have been custodied at LPL Economical, instead than 3rd-celebration custodians. Claimed belongings and shopper numbers have not been independently and completely confirmed by LPL Economical.

Securities and advisory services offered by LPL Economical LLC, an SEC- registered broker-seller and financial investment advisor. Member FINRA/ SIPC

Through this communication, the conditions “financial advisors” and “advisors” are made use of to refer to registered representatives and/or financial investment advisor representatives affiliated with LPL Economical LLC. We routinely disclose information and facts that could be significant to shareholders in the “Investor Relations” or “Press Releases” part of our web page.

The usa Group Retirement Technique Centers, Shunyia & Co. Non-public Prosperity Advisors and LPL Economical are separate entities.

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Media Speak to:
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