June 22, 2024


Imagination at work

LPL Financial, The Network Welcome Clearview Wealth Partners

CHARLOTTE, N.C., Nov. 23, 2021 (World NEWSWIRE) — LPL Economical LLC introduced right now that the recently rebranded Clearview Prosperity Associates has joined LPL Financial’s broker-dealer, company registered investment advisor (RIA) and custodial platforms. They are aligned with The Economical Solutions Community, an present LPL massive business. The Clearview group reported obtaining served somewhere around $five hundred million in advisory, brokerage and retirement system property*. They sign up for from Lincoln Economical Advisors.

Clearview Prosperity Associates is a total-services wealth administration organization that principally serves business enterprise homeowners, company executives and professional athletes. The group is led by controlling associates and cofounders Invoice Roland ChFC, CLU, and Jim Westermeyer, who are joined by fellow financial advisors Ashley Sawyer and Mike Lemas and a four member office environment assist staff members. They operate out of three workplaces primarily based in Petaluma and Pleasanton, Calif., and Scottsdale, Ariz.

The team’s fiduciary obligation and commitment to delivering differentiated client services led them to discover new associates in LPL and The Community. “We are enthusiastic to shift to a entirely impartial platform with LPL’s strong digital technological innovation, blended with The Network’s neighborhood assist and extra sources. We imagine our clients will reward from an increased practical experience proper out of the gate with a one portal to access account facts, together with total transparency,” Roland reported.

Westermeyer included, “We are enthusiastic to start our new name and model, with the Clearview name denoting transparency. This shift guarantees our clients will have innovative instruments and sources available to them. We appear forward to escalating our observe and encouraging clients make fantastic conclusions around their financial wellness, investment administration, estate organizing, all round possibility administration, business enterprise continuity organizing, staff added benefits and company retirement strategies.”

Christopher Mercado, controlling companion and chief investment strategist with The Economical Solutions Community, stated, “As the requires of much more subtle wealth administration firms enhance, The Network’s business enterprise model proceeds to attract premier workplaces across the country. We are delighted to welcome Jim, Invoice and the extended group at Clearview Prosperity Associates, as we appear forward to doing work alongside one another to elevate their client practical experience through our collective partnership with LPL Economical.”

Scott Posner, LPL executive vice president, Small business Progress, stated, “We welcome Jim, Invoice, Ashley and Mike to LPL, and congratulate The Community for escalating its local community of quality advisors. We are honored that the Clearview group identified LPL’s balance to provide as a long-expression companion for their organization and clients. We continue to be dedicated to investing in our advisors’ firms to deliver differentiated capabilities, integrated technological innovation and innovative options created to support them thrive. We appear forward to a long-lasting connection with Clearview Prosperity Associates.”

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

About LPL Economical
LPL Economical (Nasdaq: LPLA) was established on the theory that the organization need to get the job done for the advisor, and not the other way around. Nowadays, LPL is a leader** in the markets we provide, supporting much more than 19,000 financial advisors, 800 establishment-primarily based investment applications and 450 impartial RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans should have access to personalized advice from a financial advisor. At LPL, independence suggests that advisors have the flexibility they should have to pick the business enterprise model, expert services, and technological innovation sources that make it possible for them to run their great observe. And they have the flexibility to take care of their client relationships, because they know their clients greatest. Only put, we get treatment of our advisors, so they can get treatment of their clients.

** Top rated RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. one Impartial Broker-Dealer in the U.S (Centered on overall revenues, Economical Organizing journal 1996-2021) No. one provider of 3rd-party brokerage expert services to financial institutions and credit history unions (2020-2021 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune five hundred as of June 2021

*Centered on prior business enterprise and signifies property that would have been custodied at LPL Economical, alternatively than 3rd-party custodians. Documented property and client figures have not been independently and entirely verified by LPL Economical.

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

Throughout this communication, the terms “financial advisors” and “advisors” are employed to refer to registered associates and/or investment advisor associates affiliated with LPL Economical LLC. We routinely disclose facts that may possibly be crucial to shareholders in the “Investor Relations” or “Press Releases” part of our web page.

Clearview Prosperity Associates, The Economical Solutions Community and LPL Economical are individual entities.

Join with Us!




Media Call:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]