Walker Covey Wealth Advisors Launches With Support of LPL Strategic Wealth Services

Gordon B. Johnson

CHARLOTTE, N.C., Jan. 24, 2022 (Globe NEWSWIRE) — LPL Fiscal LLC (Nasdaq:LPLA) today declared that monetary advisors Andy Walker and Christian Covey have released a new practice, Walker Covey Prosperity Advisors, via affiliation with LPL Strategic Prosperity Services product. Earlier, the advisors were being aspect of a business doing work with roughly $350 million in advisory, brokerage and retirement plan belongings.* They sign up for LPL from Commonwealth.

Based mostly in Utah County, Walker and Covey are Brigham Young College graduates who teamed up to incorporate their strengths in purchase to assist shoppers better realize their finances and investments. “Working with each other, we’ve created a solid have confidence in in every single other. We’re the two grounded in our philosophy and systematic processes focused on basic principle-dependent investing,” reported Walker, handling companion and chief govt officer.

Walker and Covey are joined by Rebecca McEntire, who will act as the new firm’s Director of Consumer Solutions. “We are making a agency based on believe in –trust with each other and have confidence in with our consumers. We’re dedicated to constant education and learning, increasing our expertise and doing work tirelessly to do what’s in the very best fascination for our clientele,” said Covey, managing associate and main investment decision officer.

Video clip: Meet Andy Walker and Christian Covey

Their consumer-centric mentality led the advisors to LPL Financial, where by they strategy to grow their apply and provide customers with differentiated encounters. Walker and Covey recognize LPL’s integrated wealth administration system and sturdy resources made to aid advisors run a thriving apply. Moreover, LPL’s mission to choose treatment of its advisors so they can choose care of their clientele resonated with the Walker Covey team. But it was the further layer of support provided by the LPL Strategic Wealth Products and services product that cemented their determination to transfer.

Personalized help from LPL Strategic Wealth Products and services
LPL Strategic Prosperity Companies provides personalised assistance for every day operations and extended-time period business enterprise management. Teams are presented with award-profitable*** changeover assistance suitable from the start off, as effectively as ongoing strategic, administrative, internet marketing and CFO aid that allows advisors to stay centered on the enduring requirements of their purchasers, society and evolution of their observe. “LPL Strategic Prosperity Products and services fills in the gaps so we do not need to have to stress as a lot about points like HR or sustaining our web-site. We are still managing a business enterprise, but this product allows us concentration on what we do most effective,” Covey reported.

Walker stated, “We are energized to build a observe in which we can present our consumers with substantial-touch company to support ease some of their economical anxieties.”

Scott Posner, LPL government vice president, Organization Progress, stated, “We congratulate Andy and Christian on the launch of their new organization and are honored they turned to LPL to aid them establish their exercise. We understand that advisors want the independence and versatility to give differentiated encounters as they produce customized money steering. We share that sentiment, and will carry on leveraging our scale to offer modern abilities and sturdy wealth administration means that produce benefit and tackle the relevant wants of their customers. We warmly welcome Walker Covey into the LPL neighborhood and glance forward to supporting their good results for several years to come.”

Understand far more at WalkerCovey.com. Abide by the team on LinkedIn, Fb, or Twitter

Advisors, uncover an LPL business enterprise progress representative near you.

About LPL Economical:
LPL Fiscal (Nasdaq: LPLA) was established on the basic principle that the firm should really function for the advisor, and not the other way all around. Currently, LPL is a leader** in the markets we provide, supporting much more than 19,000 economical advisors, 800 institution-centered financial commitment packages and 450 impartial RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered design and the perception that Individuals have earned entry to customized assistance from a money advisor. At LPL, independence implies that advisors have the flexibility they deserve to select the business enterprise design, companies, and know-how resources that make it possible for them to operate their excellent practice. And they have the liberty to deal with their shopper interactions, simply because they know their customers best. Merely put, we choose care of our advisors, so they can just take care of their shoppers.

* Price approximated primarily based on asset and keeping facts furnished to LPL from the year 2021

** Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Independent Broker-Seller in the U.S (Primarily based on complete revenues, Financial Organizing magazine 1996-2021) No. 1 provider of 3rd-celebration brokerage solutions to banks and credit unions (2020-2021 Kehrer Bielan Investigate & Consulting Yearly TPM Report) Fortune 500 Organization as of June 2021

*** 2021 WealthManagment.com Award Winner, Custodian- Transition Help

Securities and advisory products and services offered through LPL Economic LLC, an SEC-registered broker-supplier and expenditure advisor. Member FINRA/SIPC. 

Through this communication, the conditions “financial advisors” and “advisors” are applied to refer to registered reps and/or financial commitment advisor representatives affiliated with LPL Money LLC. We routinely disclose data that may be critical to shareholders in the “Investor Relations” or “Press Releases” part of our web page.

Walker Covey Wealth Advisors and LPL Monetary are individual entities.

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Media Make contact with:
Lauren Hoyt-Williams
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