June 22, 2024


Imagination at work

LPL Financial, JFC Advisor Network Welcome Lamont Financial Group

CHARLOTTE, N.C., Dec. fifteen, 2021 (World NEWSWIRE) — LPL Economic LLC (Nasdaq:LPLA) declared these days that Lamont Economic Group has joined LPL Financial’s broker-dealer, company registered investment advisor (RIA) and custodial platforms, aligning with huge organization JFC Advisor Network. The Lamont team reported possessing served approximately $two hundred million in advisory, brokerage and retirement plan property*. They be a part of LPL from Securities America, section of the Advisor Group network of broker-sellers.

Situated in Crystal clear Lake Bank & Believe in in Mason Metropolis and Crystal clear Lake, Iowa, Lamont Economic Group was established in 2013 and is comprised of economical advisors Kris Lamont, Thomas E. Alexander and Amy Dixon. The organization presents thorough and hugely custom made economical strategies to aid shoppers develop, safeguard and in the end, transfer their legacy. “We imagine economical designs ought to mirror just about every stage of daily life its owner is in: no matter whether it be buying a initial dwelling, financing a child’s college education or scheduling for retirement,” mentioned Lamont, who primarily operates with significant-net-really worth men and women who are performing towards retirement or previously retired.

Seeking for better workplace efficiencies and stability, the team turned to LPL and JFC. Lamont said, “I’m only as thriving as my staff, so it was significant to discover a husband or wife who can aid us preserve time and get additional efficiencies from built-in technological know-how. LPL checked that box with ClientWorks and other innovative capabilities, all connected by a single signal-on functionality. On prime of that, LPL is a Fortune five hundred enterprise with dimensions and scale, which gives us stability and peace of intellect understanding that we are with a potent husband or wife. We also recognize the included service, assets and investment models supplied by JFC. It’s definitely a very good fit all close to.”

Jack Connealy, founder of JFC Advisor Network, said, “We are thrilled to welcome Lamont Economic Group to our growing spouse and children of advisors. At JFC Advisor Network, we are devoted to furthering the good results of our advisors and elevating their tactics.We are honored to be entrusted with this mission by Lamont Economic Group, and glance ahead to our partnership with Kris, Thomas, Amy and the entire team.”

Scott Posner, LPL govt vice president, Business Enhancement, said, “We welcome Kris, Thomas and Amy to the LPL group. We are happy to be their husband or wife by providing innovative assets, options and technological know-how that can aid them be thriving at each and every stage of their business’ lifecycle. We will continue to leverage our scale to carry benefit to advisors, giving them time-saving, built-in capabilities so they can aim on encouraging their shoppers pursue their lifelong economical goals and aspirations. We congratulate JFC for its ongoing progress, and glance ahead to a long-long lasting partnership with both equally JFC and Lamont Economic Group.”

Advisors, discover an LPL organization improvement representative near you.

About LPL Economic
LPL Economic (Nasdaq: LPLA) was established on the theory that the organization ought to operate for the advisor, and not the other way close to. Nowadays, LPL is a leader** in the markets we serve, supporting additional than 19,000 economical advisors, 800 establishment-based investment plans and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered design and the perception that People in america should have accessibility to individualized guidance from a economical advisor. At LPL, independence indicates that advisors have the independence they should have to opt for the organization design, expert services, and technological know-how assets that permit them to run their best observe. And they have the independence to manage their consumer interactions, simply because they know their shoppers most effective. Only set, we acquire care of our advisors, so they can acquire care of their shoppers.

*Based mostly on prior organization and signifies property that would have been custodied at LPL Economic, somewhat than 3rd-party custodians. Documented property and consumer numbers have not been independently and absolutely verified by LPL Economic.

** Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Unbiased Broker-Seller in the U.S (Based mostly on whole revenues, Economic Arranging journal 1996-2021) No. 1 supplier of 3rd-party brokerage expert services to banks and credit unions (2020-2021 Kehrer Bielan Investigate & Consulting Annual TPM Report) Fortune five hundred as of June 2021

Securities and advisory expert services supplied through LPL Economic LLC, an SEC-registered broker-dealer and investment advisor. Member FINRA/ SIPC

Insurance solutions are supplied through LPL or its certified affiliates. To the extent you are obtaining investment advice from a separately registered independent investment advisor that is not an LPL Economic affiliate, please observe LPL Economic helps make no illustration with respect to this kind of entity.

If your economical skilled is positioned at a lender or credit union, please observe that the lender/credit union is not registered as a broker-dealer or investment advisor. Registered associates of LPL may possibly also be staff of the lender/credit union. These solutions and expert services are staying supplied through LPL or its affiliates, which are independent entities from, and not affiliates of, the lender/credit union.

Securities and coverage supplied through LPL or its affiliates are:

  • Not Insured by FDIC/NCUA or Any Other Authorities Company
  • Not Bank/Credit score Union Certain
  • Not Bank/Credit score Union Deposits or Obligations
  • May perhaps Eliminate Price

All through this conversation, the phrases “financial advisors” and “advisors” are utilised to refer to registered associates and/or investment advisor associates affiliated with LPL Economic LLC. We routinely disclose info that may possibly be significant to shareholders in the “Investor Relations” or “Press Releases” segment of our internet site.

Lamont Economic Group, JFC Advisor Network, Crystal clear Lake Bank & Believe in and LPL Economic are independent entities.

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Media Get hold of:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]