CHARLOTTE, N.C., Feb. 02, 2022 (World NEWSWIRE) — LPL Economical LLC (Nasdaq: LPLA) announced nowadays that father and son fiscal advisors Steve and Jeremy Friedman have joined LPL Financial’s broker-dealer, hybrid registered investment decision advisor (RIA) and custodial platforms, aligned with Silverleaf Prosperity Management, an current LPL agency. The father-son team joins from Raymond James and claimed to LPL it served roughly $200 million in advisory, brokerage and retirement plan assets*.
Collectively, the pair brings far more than 60 many years of knowledge supporting a wide range of clients via personalized financial investment and prosperity administration techniques that handle their one of a kind wants. With a background in information and facts technologies, Jeremy grew up viewing his father make a difference in the lives of organization entrepreneurs, company executives, health care experts, families and retirees by supporting them operate toward their dreams as a result of individualized financial scheduling. He later went on to work together with Steve in advance of eventually using on a lead part in their exercise in 2014.
“As a family workforce that has labored alongside one another for around a ten years, my father and I are in lock move about what it implies to be a economical partner,” Jeremy stated. “We’ve recognized numerous of our purchasers for several years and obtain excellent fulfilment in encouraging them perform toward their goals and fiscal milestones.”
In contemplating how to provide their clientele with the finest possible sources to serve their financial objectives, Jeremy and his father established they needed a much more flexible business product, turning Silverleaf and LPL for the up coming chapter of their journey.
“Ever because I was a child, it is been my dream to personal my life’s work – and this shift to Silverleaf, accompanied by the backing of LPL, will allow me to do just that,” Jeremy mentioned. “LPL presents the overall flexibility to run my small business the way I want to and serve our clients’ complete monetary requirements. Clientele want a holistic approach to their funds, and with the skill to faucet into specialists this kind of as CPAs and lawyers, I can give my shoppers differentiated provider experiences and the attention they have earned.”
Justin Gibson, president of Silverleaf Wealth Administration, explained, “We’re thrilled to welcome Jeremy and Steve to the family, and are honored they turned to us as they evolve their apply. At Silverleaf, we imagine our teamwork strategy adds a broader standpoint to all we do and supplies amplified added benefits to our advisors and clients. Collectively with LPL, we will do the job really hard to guidance the Friedman staff as they expand their small business and proceed to provide their clientele base with fantastic treatment and attention.”
Scott Posner, LPL govt vice president, Organization Advancement, explained, “We lengthen a heat welcome to Jeremy and Steve, and a hearty congratulations to Silverleaf on introducing two top quality money advisors to their network. We’re confident that LPL’s revolutionary technological innovation and differentiated services encounters will supply a audio foundation for Jeremy and Steve’s continued advancement. We seem ahead to a long-long lasting and thriving partnership with them and the Silverleaf crew.”
Advisors, discover an LPL enterprise enhancement representative near you.
About LPL Financial
LPL Monetary (Nasdaq: LPLA) was launched on the principle that the firm need to operate for the advisor, and not the other way all around. Nowadays, LPL is a chief** in the marketplaces we provide, supporting far more than 19,000 monetary advisors, 800 institution-based mostly financial commitment systems and 450 impartial RIA firms nationwide. We are steadfast in our determination to the advisor-centered product and the belief that Individuals deserve entry to individualized steerage from a fiscal advisor. At LPL, independence indicates that advisors have the independence they have earned to choose the business enterprise model, solutions, and know-how sources that make it possible for them to operate their best apply. And they have the flexibility to deal with their customer interactions, mainly because they know their customers greatest. Just place, we get care of our advisors, so they can take care of their clients.
* Benefit approximated primarily based on asset and holding aspects presented to LPL from the yr 2021
** Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Independent Broker-Vendor in the U.S. (Based mostly on complete revenues, Financial Arranging magazine 1996-2021) No. 1 provider of third-party brokerage services to banking companies and credit rating unions (2020-2021 Kehrer Bielan Investigate & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
*** As of 3/19/21 – based mostly on reported Assets Underneath Management by Silverleaf Advisor Team – a registered investment decision advisor.
Securities and advisory solutions provided through LPL Money LLC, an SEC-registered broker-vendor and expenditure advisor. Member FINRA/ SIPC Advisory Providers also presented by way of Silverleaf Advisor Group, a registered expenditure adviser.
All over this interaction, the terms “financial advisors” and “advisors” are applied to refer to registered representatives and/or financial commitment advisor reps affiliated with LPL Economical LLC. We routinely disclose info that may be important to shareholders in the “Investor Relations” or “Press Releases” portion of our web page.
Silverleaf Prosperity Management, Silverleaf Advisor Group and LPL Financial are independent entities.
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