July 22, 2024


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LPL Financial Welcomes Sterling Wealth Group

CHARLOTTE, N.C., Dec. twenty, 2021 (World NEWSWIRE) — LPL Economic LLC (Nasdaq:LPLA) declared right now that Sterling Wealth Group has joined LPL Financial’s broker-dealer, company registered expense advisor (RIA) and custodial platforms. The Sterling workforce reported to LPL that it served around $390 million in advisory, brokerage and retirement system property.* They join from MML Buyers Services.

Founder Robert Sterling Madden CLU, ChFC, CFP® begun the Melville, N.Y.-based organization more than 35 several years back when he learned his enthusiasm for helping some others pursue their retirement dreams. He is joined by his son, Michael Sterling Madden, CFP®, who has twenty several years of expertise in the monetary services market. The Sterling Wealth Group’s eyesight is to assistance customers clarify their definition of monetary good results and supply them with extended-expression monetary approaches to get there.

“As customer-centric advisors, we want to make a variation in each and every client’s everyday living,” Bob Madden stated. “We pledge our knowledge and sources to assistance our customers operate toward what is critical to their monetary wellbeing by furnishing personalization, professionalism and high-quality support.”

As the loved ones workforce prepares for long term growth and the subsequent chapter of their business enterprise, they chose to align with LPL and JFC Advisor Community. “We spent at least a 12 months of due diligence to determine what was ideal for our customers and business enterprise,” Bob Madden stated. “We seemed at technological innovation capabilities, breadth of expense options, study and sources ahead of concluding that LPL’s integrated system is basically unmatched. We also take pleasure in the loved ones atmosphere and extra support offered by JFC. We wholeheartedly believe that this new romance will boost the customer expertise, and enable us to serve their wants more correctly and proficiently.”

Exterior of operate, the workforce is hugely committed to giving back, primarily to all those who serve in the armed forces. Bob Madden is a United States Naval Academy graduate who served as a Floor Warfare Officer for six several years prior to joining the monetary services market. He is co-founder and president of Cost of Freedom, Inc., which has a mission to pass the core values of honor, braveness and determination to long term generations. He continues to be passionate about honoring soldiers and marines, and each and every 12 months hosts wounded warriors and wounded marines at an once-a-year Cost of Freedom weekend held at the Military-Navy game. He is on the board of administrators for America’s Vet Canine and the Guidebook Doggy Basis, and also supports Injured Maritime Semper Fi Fund and the Travis Manion Basis.

“It is with fantastic satisfaction that we welcome Bob and Mike Madden of Sterling Wealth Group to JFC Advisor Community and LPL,” stated Jack Connealy, founder of JFC Advisor Community. “Bob has committed his everyday living to serving his nation, local community and customers, and he sets an exemplary common for us all equally individually and skillfully. We are honored that Bob and Mike have picked out to associate with JFC and search forward to supporting their continued growth for several years to occur.”

Scott Posner, LPL government vice president, Organization Progress, mentioned, “We prolong a warm welcome to Bob and Michael, and are honored to have them be a aspect of the LPL local community. Everything we do at LPL is designed to supply advisors with the support they require to operate successful practices. Their greatness is our target. We are committed to furnishing powerful capabilities, revolutionary technological innovation and sturdy business enterprise alternatives to assistance raise efficiency and generate meaningful, differentiated customer ordeals. We search forward to supporting Sterling Wealth Group for several years to occur.”

Advisors, come across an LPL business enterprise growth representative near you.

About LPL Economic
LPL Economic (Nasdaq: LPLA) was founded on the principle that the organization really should operate for the advisor, and not the other way close to. Today, LPL is a leader** in the marketplaces we serve, supporting more than 19,000 monetary advisors, 800 institution-based expense plans and 450 unbiased RIA companies nationwide. We are steadfast in our determination to the advisor-centered design and the belief that Americans are entitled to obtain to personalised guidance from a monetary advisor. At LPL, independence suggests that advisors have the freedom they are entitled to to pick out the business enterprise design, services, and technological innovation sources that enable them to operate their best follow. And they have the freedom to control their customer interactions, due to the fact they know their customers ideal. Merely place, we take care of our advisors, so they can take care of their customers.

* Value approximated based on asset and holding aspects offered to LPL from the 12 months 2021

** Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. one Unbiased Broker-Seller in the U.S (Dependent on whole revenues, Economic Preparing journal 1996-2021) No. one company of third-bash brokerage services to financial institutions and credit history unions (2020-2021 Kehrer Bielan Exploration & Consulting Annual TPM Report) Fortune 500 as of June 2021

Securities and advisory services made available by LPL Economic LLC, an SEC-registered broker-dealer and expense advisor. Member FINRA/ SIPC

Through this conversation, the terms “financial advisors” and “advisors” are utilized to refer to registered reps and/or expense advisor reps affiliated with LPL Economic LLC. We routinely disclose facts that may well be critical to shareholders in the “Investor Relations” or “Press Releases” segment of our web site.

Sterling Wealth Group, JFC Advisor Community and LPL Economic are independent entities.

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Media Make contact with:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]