December 7, 2022

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LPL Financial Welcomes Financial Advisor Corey Phillips

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CHARLOTTE, N.C., Jan. 06, 2022 (World NEWSWIRE) — LPL Economical LLC (Nasdaq: LPLA) introduced these days that economical advisor Corey Phillips has joined LPL Financial’s broker-supplier, company registered financial investment advisor (RIA) and custodial platforms. Phillips reported to LPL that he served around $115 million in advisory, brokerage and retirement belongings.* He joined LPL from Park Avenue Securities, section of the Guardian Lifestyle Insurance policy Corporation of America.

Centered in Pittsfield, Mass., Phillips’ journey to getting a financial advisor was a bit distinctive. Following school, he teamed up with his brother and father to have a little retail liquor retail outlet and rental qualities. “My practical experience as a retailer operator linked me with people today from all walks of daily life and included a genuinely special layer of standpoint to my function in economic advising,” mentioned Phillips, who sooner or later still left the retail world to launch his new occupation as a whole-time money advisor in 2014. The encounter, he mentioned, gave him a personable and partaking tactic to his consumer relationships — he constantly can make an work to exercise active listening, have an understanding of his clients’ financial aim and personalize methods to their numerous demands.

In hunting for a new prosperity management firm, Phillips chose to move to LPL and crew up with Alex Kastrinakis, a former colleague who joined LPL past 12 months. They program to absolutely partner and start a new brand afterwards this calendar year.

Phillips stated, “LPL as an sector-main husband or wife to economical advisors and I am keen to carry out impressive equipment and assets that LPL has to present. I feel my customers will now take pleasure in an effortless and intuitive investing practical experience, and I have all the important abilities to diversify expense possibilities, optimize my clients’ return prospective and differentiate my exercise. On top of that, LPL has no proprietary expense solutions, so I can be a fiduciary and give procedures and insights that are in my clients’ finest passions.”

Scott Posner, LPL govt vice president, Company Progress, said, “Our staff at LPL extends a warm welcome to Corey, and we are honored to guidance him and Alex in launching their rebranded follow afterwards this year. We consider advisors know what is very best for their clientele, and they should be empowered with the independence and versatility to do so. LPL strives to be a committed spouse to our financial advisors, giving a huge selection of differentiated solutions and progressive technology experiences. We glance forward to a extended-long lasting partnership with Corey and the expansion of his business.”

Advisors, discover an LPL company progress consultant in close proximity to you.

About LPL Economical
LPL Money (Nasdaq: LPLA) was launched on the principle that the agency really should do the job for the advisor, and not the other way all around. Currently, LPL is a chief** in the markets we serve, supporting far more than 19,000 financial advisors, 800 establishment-primarily based financial commitment packages and 450 impartial RIA firms nationwide. We are steadfast in our determination to the advisor-centered design and the perception that Americans are entitled to access to customized guidance from a economical advisor. At LPL, independence implies that advisors have the flexibility they are entitled to to decide on the small business model, services, and know-how means that enable them to run their best observe. And they have the independence to regulate their client interactions, due to the fact they know their purchasers most effective. Just put, we get care of our advisors, so they can consider treatment of their consumers.

**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Supplier in the U.S (Based mostly on total revenues, Money Arranging magazine June 1996-2020) No. 1 service provider of third-occasion brokerage expert services to banking institutions and credit unions (2020-2021 Kehrer Bielan Research & Consulting Yearly TPM Report) Fortune 500 as of June 2021

* Price approximated centered on asset and keeping information supplied to LPL from the calendar year 2021

Securities and advisory providers provided by means of LPL Money LLC, an SEC-registered broker-seller and investment decision advisor. Member FINRA/ SIPC

In the course of this interaction, the terms “financial advisors” and “advisors” are utilised to refer to registered representatives and/or investment advisor representatives affiliated with LPL Monetary LLC. We routinely disclose info that may well be essential to shareholders in the “Investor Relations” or “Press Releases” area of our web site.

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