CHARLOTTE, N.C., Feb. 08, 2021 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA), a number one retail funding advisory agency, impartial broker-dealer and registered funding advisor (RIA) custodian, right this moment introduced that monetary advisor Darrell Todd has joined LPL Monetary, leveraging its broker-dealer and company RIA platforms, together with custodial companies. He’s aligned with JFC Monetary, a big enterprise that joined LPL final yr. Todd reported having served roughly $110 million in brokerage, advisory and retirement plan belongings*. He joins LPL from Hilltop Securities.
Todd, who has greater than 30 years of business expertise, based Southlake Monetary Providers in 2010 in his hometown of Trophy Membership, Texas. He’s joined by Kinsey Chadick, registered gross sales assistant. They constructed the enterprise by listening to shoppers and offering customized planning and goal monetary steerage to their shopper base of retirees, enterprise house owners and high-net-worth people.
“Our mission and dedication to our shoppers is that we are going to keep excessive requirements of integrity and professionalism as we assist shoppers perceive their distinctive monetary conditions and work with them to pursue their monetary objectives,” mentioned Todd, a member of the Chartered Monetary Analyst Society of Dallas / Fort Price.
After a three-year search, the Southlake workforce selected to maneuver its enterprise to LPL. “All of our analysis and due diligence pointed to LPL. We’re assured that we’ve discovered a companion that may create workplace efficiencies and enhanced shopper experiences,” Todd mentioned. “With revolutionary capabilities, our every day duties corresponding to buying and selling and managing accounts shall be easy and fast, liberating up extra time to spend with shoppers. We additionally actually admire LPL’s in depth Analysis division to assist us move alongside considerate market insights and funding info to our shoppers.”
Wealthy Steinmeier, LPL Monetary managing director and divisional president, Enterprise Improvement, mentioned, “We lengthen a heat welcome to Darrell and Kinsey and are honored they selected LPL as their companion on this subsequent chapter of their enterprise. We additionally congratulate JFC Monetary on rising its community of high quality advisors. As monetary advisors search new methods to distinguish the expertise for his or her shoppers, we’re dedicated to creating vital investments in revolutionary, built-in capabilities that may assist them meet the related wants of their market. We sit up for a long-lasting partnership with Southlake Monetary Providers and need them nice success within the years to return.”
Examine different corporations that just lately joined LPL within the LPL Financial News and Media section of LPL.com.
Advisors, discover an LPL business development representative close to you.
About LPL Monetary
LPL Monetary (https://www.lpl.com) is a frontrunner within the retail monetary recommendation market, the nation’s largest impartial broker-dealer** and a number one custodian (or supplier of custodial companies) to RIAs. We serve impartial monetary advisors, professionals and monetary establishments, offering them with the expertise, analysis, clearing and compliance companies, and apply administration packages they should create and develop thriving practices. LPL allows them to supply goal steerage to thousands and thousands of American households looking for wealth administration, retirement planning, monetary planning and asset administration options.
*Based mostly on prior enterprise and represents belongings that will have been custodied at LPL Monetary, reasonably than third-party custodians. Reported belongings and shopper numbers haven’t been independently and absolutely verified by LPL Monetary.
**Based mostly on whole revenues, Monetary Planning journal June 1996-2020.
Securities and advisory companies supplied by way of LPL Monetary LLC, an SEC- registered broker-dealer and funding advisor. Member FINRA/SIPC.
All through this communication, the phrases “monetary advisors” and “advisors” are used to check with registered representatives and/or funding advisor representatives affiliated with LPL Monetary LLC. We routinely disclose info which may be necessary to shareholders within the “Investor Relations” or “Press Releases” part of our web site.
Southlake Monetary Providers, JFC Monetary and LPL Monetary are separate entities.
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