December 6, 2023


Imagination at work

LPL Financial, Synergy Wealth Alliance Welcome Two New Financial Advisors

CHARLOTTE, N.C. , Feb. 15, 2022 (Globe NEWSWIRE) — LPL Monetary LLC (Nasdaq: LPLA) introduced today that financial advisors Man Blakey, CFP® and Karl Willard, CFP® have joined LPL Financial’s broker-dealer, company registered financial investment advisor (RIA) and custodial platforms, aligned with Synergy Prosperity Alliance, an existing LPL agency. The advisors documented to LPL that they served around $320 million in advisory, brokerage and retirement strategy assets,* and they join from Securities America, component of the Advisor Team community of broker-dealers.

Blakey and Willard met in 1986 doing work for the exact same employer. In about a year, the pair – equally passionate about their do the job – still left to discovered Initially Monetary Counselors, wherever they used a long time advising their shared consumers collaboratively. With a aim on holistic financial guidance and wealth administration services, the shut-knit crew, primarily based in Altamonte Springs, Fla., aims to give extensive and personalized financial tips for their purchasers, a lot of of whom have been with them for a long time. They are joined by Connie Memory, their workplace manager of in excess of 30 a long time, and Emily Rosenbaum, their administrative coordinator.

“A very good range of our purchasers have been with us because we first opened our doorways over three a long time in the past,” stated Blakey. Willard included, “They’ve grown suitable along with us, and Dude and I want to, above all else, be a capture-all useful resource for them as they shift during the various stages of their lives.”

The advisors chose to align with LPL and Synergy to build a business enterprise continuity prepare to assist far better provide their purchasers now and in the future. “We understood that this was the suitable move for us as soon as we satisfied the crew at Synergy. The synchronous society, the character of the advisors, and their way of executing business suit us flawlessly – and extra importantly, we felt our clients would benefit from the changeover,” Willard stated. “With LPL’s seamless systems and operations, we had been certain in our perception that this transfer would assistance us to improved give for and provide our clientele in the very long run. We value them greatly and want to assure that they are taken care of for generations to appear.”

Chris Bordner, Synergy Prosperity Alliance CEO, said: “We couldn’t be happier to expand our workforce with the additions of Male and Karl. Our name – Synergy – signifies our commitment to running as a restricted-knit, large-performance team with differentiated strengths, abilities and means – offering a greater degree of service to our consumers and creating better outcomes than we would singularly. Karl and Guy are an exceptional addition to this culture, and we are proud to supply them a position exactly where they can increase both of those as a team and draw on the assets and knowledgebase of our advisors.”

Scott Posner, LPL government vice president, Business Development, said: “We warmly welcome Person and Karl to LPL, and congratulate Synergy on increasing its community. Person and Karl are obviously committed to their customers, an attribute we worth enormously in this article at LPL. We are very pleased to give them with our means, which includes our strong enterprise options and built-in systems, so they can establish a sound succession approach with the Synergy staff. I supply my ideal wishes to both equally, and am wanting ahead to witnessing their continued good results.”

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

About LPL Economic:

LPL Economic (Nasdaq: LPLA) was started on the basic principle that the company need to do the job for the advisor, and not the other way all over. Today, LPL is a chief in the marketplaces we provide,** supporting practically 20,000 economic advisors, and somewhere around 800 establishment-dependent investment decision packages and 500 impartial RIA firms nationwide. We are steadfast in our dedication to the advisor-centered model and the belief that Individuals should have entry to customized direction from a economic advisor. At LPL, independence suggests that advisors have the independence they have earned to decide on the small business model, providers, and know-how methods that permit them to run their perfect apply. And they have the independence to control their customer relationships, mainly because they know their clientele finest. Simply put, we just take treatment of our advisors, so they can take care of their clientele.

*Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Seller in the U.S (Centered on full revenues, Economic Planning magazine 1996-2021) No. 1 provider of third-occasion brokerage expert services to financial institutions and credit history unions (2020-2021 Kehrer Bielan Research & Consulting Yearly TPM Report) Fortune 500 Firm as of June 2021. LPL and its affiliated organizations present economical providers only from the United States.

* Worth approximated centered on asset and holding facts delivered to LPL from the 12 months 2021

Securities and advisory products and services made available by way of LPL Economic LLC, an SEC-registered broker-dealer and financial commitment advisor. Member FINRA/ SIPC

Throughout this communication, the conditions “financial advisors” and “advisors” are made use of to refer to registered associates and/or expenditure advisor associates affiliated with LPL Economic LLC. We routinely disclose facts that may well be important to shareholders in the “Investor Relations” or “Press Releases” part of our internet site.

Very first Fiscal Counselors, Synergy Prosperity Alliance and LPL Financial are independent entities.

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