June 17, 2024


Imagination at work

LPL Financial and Gladstone Wealth Partners Welcome Financial Advisor Scott Howell

CHARLOTTE, N.C., Nov. 09, 2021 (World NEWSWIRE) — LPL Economic LLC (Nasdaq:LPLA) declared these days that money advisor Scott E. Howell CFP® has joined LPL Financial’s broker-vendor, corporate registered investment decision advisor (RIA) and custodial platforms, aligned with Gladstone Prosperity Partners, a substantial business on LPL’s hybrid RIA system. He reported getting served approximately $400 million in advisory, brokerage and retirement plan assets*, and joins from HSBC.

For much more than 24 yrs, Howell has helped high-web-worthy of households, executives and little companies plan, improve and protect their money lives by furnishing individualized assistance tailor-made to each and every client’s desires. “It is the finest reward to establish extended-phrase associations and see clients’ aims occur to fruition,” Howell mentioned.

Right after paying his full occupation in wirehouse and banking channels, Howell is energized to start a new impartial practice with the assistance of LPL and Gladstone. He is primarily based in Gladstone’s Chester, N.J. headquarters, with designs to shortly secure a new companion office environment in Summit, N.J. He’ll also continue to serve his clientele in the New York Metropolis area.

“I’ve expended yrs looking into and analyzing the advisory sector. I feel that the impartial product is the finest scenario scenario for my clientele. It is constantly been my finish activity,” Howell mentioned. “LPL is a publicly traded Fortune 500 corporation that provides all of the instruments and assets that I require to supply for my clientele and be the finest advisor possible. LPL has the scale, items, engineering, and compliance oversight that my clientele involve. It also will allow me to absolutely make use of my CFP® designation to uphold the fiduciary typical.”

Howell mentioned Gladstone provides an added layer of lifestyle and infrastructure to help his practice prosper. “I genuinely get pleasure from remaining back again in the advisor lifestyle. The move will allow me to devote all of my time completely to my clientele. I am much more centered and streamlined than at any time in advance of, backed by good partners, exploration and assets,” he mentioned.

Robert Hudson, founder and chairman of Gladstone Prosperity Partners, stated, “We are very pleased to assistance Scott’s journey to independence via his affiliation with our Partnership product. The development is building momentum as much more advisors continue to move to independence, and we are here to offer individualized assistance every action of the way. We search ahead to aiding Scott increase price with clientele and establish an even much more prosperous practice by furnishing him with detailed assistance, backed by the scale and assets of Gladstone and LPL.”

Scott Posner, LPL government vice president, Enterprise Enhancement, stated, “We increase a warm welcome to Scott and congratulate Gladstone on its continued advancement. The demand for our adaptable small business product continues to improve as advisors realize they have a selection in how they establish their methods and serve their clientele. We feel that advisors know their clientele finest, and they really should be capable to establish a fantastic practice that will help them supply what their clientele require and price. We attempt to be a extended-phrase companion to advisors, furnishing them with robust assets and ground breaking engineering made to help them improve and prosper. We search ahead to supporting Scott and the Gladstone group for yrs to occur.”

Advisors, discover an LPL small business progress representative near you.

About LPL Economic
LPL Economic (Nasdaq: LPLA) was started on the theory that the organization really should function for the advisor, and not the other way all-around. Currently, LPL is a leader** in the markets we serve, supporting much more than 19,000 money advisors, 800 establishment-primarily based investment decision courses and 450 impartial RIA firms nationwide. We are steadfast in our motivation to the advisor-centered product and the perception that People are worthy of accessibility to goal assistance from a money advisor. At LPL, independence implies that advisors have the flexibility they are worthy of to opt for the small business product, solutions, and engineering assets that allow them to operate their fantastic practice. And they have the flexibility to handle their consumer associations, mainly because they know their clientele finest. Just place, we choose treatment of our advisors, so they can choose treatment of their clientele.

** Best RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Independent Broker-Seller in the U.S. (Primarily based on complete revenues, Economic Scheduling journal 1996-2021) No. 1 company of third-social gathering brokerage solutions to banking companies and credit score unions (2020-2021 Kehrer Bielan Exploration & Consulting Annual TPM Report) Fortune 500 as of June 2021

*Primarily based on prior small business and represents assets that would have been custodied at LPL Economic, somewhat than third-social gathering custodians. Claimed assets and consumer figures have not been independently and absolutely confirmed by LPL Economic.

Securities and advisory solutions offered via LPL Economic LLC, an SEC– registered broker-vendor and investment decision advisor. Member FINRA/ SIPC

During this interaction, the phrases “financial advisors” and “advisors” are employed to refer to registered representatives and/or investment decision advisor representatives affiliated with LPL Economic LLC. We routinely disclose information that might be critical to shareholders in the “Investor Relations” or “Press Releases” segment of our site.

Gladstone Prosperity Partners and LPL Economic are independent entities.

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Media Get in touch with:Lauren Hoyt-Williams(980) 321-1232
[email protected]

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Source: LPL Economic Holdings, Inc.