CHARLOTTE, N.C., Feb. 17, 2022 (World NEWSWIRE) — LPL Economical LLC declared now that fiscal advisors Jason J. Howard, CFP®, CIMA, AIF, Shane Kunz, CFP®, CIMA and Chad Horne, CPWA have joined LPL Monetary to launch an impartial apply, Result Personal Prosperity. They are aligned with Stratos Prosperity Partners. The staff described obtaining served $1 billion in advisory, brokerage and retirement strategy assets.* They be a part of from Wells Fargo Advisors.
Based mostly in Salt Lake Town, the trio of advisors has labored with each other for extra than a decade, each individual bringing a distinctive background and standpoint to the firm. Collectively, they present holistic financial investment tips, money setting up and wealthcare to affluent households, industry experts, organization owners and retirees. The End result Personal Prosperity workforce also involves 4 office environment assist workers users.
“We are a genuine group with the exact main values, and we’ve created this observe with a laser focus on financial outcomes for our clientele. Our intention is to enable simplify the increasingly sophisticated money landscape and provide lasting methods to support help you save clients’ time and funds,” stated Horne, a previous health care gross sales supervisor who switched professions right after his fiscal planner inspired him to assist other individuals navigate their very own economical highway map.
The Outcome advisors turned to LPL and Stratos in their quest for much more liberty and autonomy, as very well as enhanced technologies and the ability to provide clients with differentiated experiences. “Over the yrs, we’ve been accustomed to serving consumers with some of the finest methods out there, but as we evolved, we acknowledged the need for a new spouse. By going to LPL and Stratos, we have the adaptability to serve our customers with impressive abilities and give them the experiences they ought to have,” Howard stated.
Kunz added, “Our clients are our No. 1 priority. Immediately after discovering about all the supplemental sources from LPL and Stratos—everything from trading capabilities to client management software to additional tax-centered money organizing tools—it was difficult to remain. In a shifting surroundings, we wished to deliver extra to the desk. We are psyched to be in a position we can be proud of, and glance forward to furnishing our purchasers with a a lot more individualized touch.”
The shift also gives the staff with better prospects to mature their follow by means of M&A, as very well as produce more income by doing the job intently with centers of influences, this kind of as lawyers and CPAs.
Charles Shapiro, Stratos Founding Spouse and Main Improvement Officer, mentioned, “It is a pretty competitive recruiting landscape, specifically for high caliber personal banking groups. We are so honored that Jason, Chad, Shane and their team have preferred to join Stratos Wealth as our most recent companions. Utah has been a wonderful marketplace for our company’s advancement and we are happy to assistance Final result Wealth in their growth programs in the market.”
Scott Posner, LPL executive vice president, Business enterprise Enhancement, stated, “We extend a heat welcome to Jason, Shane and Chad, and are honored they turned to LPL and Stratos in their journey to independence. This is a staff that was hunting for a growth lover who could serve them for the prolonged operate. For advisors to have the ability to arrive at their business’ comprehensive potential, they need to have a companion fully commited to their good results one particular that has the scale, abilities and cash to be equipped to devote and continuously evolve to fulfill the suitable demands of their business and purchasers. And that’s particularly what we do in this article at LPL. Our singular mission is to aid our advisors so they can acquire treatment of their shoppers. We glimpse forward to a lengthy-lasting and productive romance with Result Non-public Wealth.”
Advisors, discover an LPL business enterprise progress representative near you.
About LPL Fiscal:
LPL Fiscal (Nasdaq: LPLA) was started on the theory that the firm really should do the job for the advisor, and not the other way all around. Right now, LPL is a leader in the markets we serve,** supporting almost 20,000 monetary advisors, and somewhere around 800 establishment-centered financial investment applications and 500 unbiased RIA companies nationwide. We are steadfast in our determination to the advisor-centered design and the belief that Americans ought to have obtain to individualized steerage from a economical advisor. At LPL, independence indicates that advisors have the independence they are worthy of to choose the small business model, services, and engineering assets that permit them to run their perfect observe. And they have the flexibility to take care of their shopper associations, because they know their purchasers very best. Basically put, we just take care of our advisors, so they can consider treatment of their consumers.
About Stratos Wealth Companions
Stratos Wealth Companions is a major unbiased, husband or wife owned and operated Registered Financial commitment Advisory (RIA) firm. Started in 2009, the firm offers operational, strategic and income-generating methods, as perfectly as, a trustworthy infrastructure allowing for advisors the versatility to acquire and improve his/her possess organization. Considering the fact that its founding, Stratos has developed to 275 unbiased advisors. Stratos Prosperity Associates, Ltd., an SEC Registered Investment Advisor, manages over $10.33 billion in advisory belongings, and advises via LPL Monetary, in excess of $8.28 billion in brokerage and third occasion managed property for a complete of $18.61 billion as of December 31, 2021.
**Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Independent Broker-Seller in the U.S (Primarily based on whole revenues, Money Planning journal 1996-2021) No. 1 supplier of third-bash brokerage products and services to banking institutions and credit unions (2020-2021 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune 500 Firm as of June 2021. LPL and its affiliated corporations deliver monetary expert services only from the United States.
* Benefit approximated primarily based on asset and holding details offered to LPL from the calendar year 2021
Securities and advisory companies provided via LPL Economic LLC, an SEC-registered broker-seller and investment advisor. Member FINRA/ SIPC
Financial commitment advice is also provided by way of Stratos Wealth Partners, Ltd., a registered financial commitment advisor.
Throughout this communication, the phrases “financial advisors” and “advisors” are utilized to refer to registered reps and/or financial investment advisor associates affiliated with LPL Fiscal LLC. We routinely disclose data that may perhaps be vital to shareholders in the “Investor Relations” or “Press Releases” area of our web site.
Outcome Non-public Wealth, Stratos Wealth Associates and LPL Economic are separate entities.
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