CHARLOTTE, N.C., Feb. 02, 2022 (Globe NEWSWIRE) — LPL Economic LLC (Nasdaq: LPLA) announced these days that father and son economical advisors Steve and Jeremy Friedman have joined LPL Financial’s broker-vendor, hybrid registered expenditure advisor (RIA) and custodial platforms, aligned with Silverleaf Prosperity Management, an current LPL business. The father-son group joins from Raymond James and reported to LPL it served approximately $200 million in advisory, brokerage and retirement program assets*.
Collectively, the pair delivers much more than 60 yrs of expertise supporting a variety of consumers through customized financial commitment and prosperity management tactics that address their exceptional wants. With a history in data technology, Jeremy grew up seeing his father make a big difference in the life of business homeowners, company executives, healthcare experts, households and retirees by encouraging them do the job toward their desires by way of personalized economic organizing. He later went on to perform along with Steve before eventually getting on a lead purpose in their observe in 2014.
“As a loved ones staff that has worked with each other for around a decade, my father and I are in lock stage about what it signifies to be a economic husband or wife,” Jeremy stated. “We’ve identified several of our shoppers for a long time and uncover wonderful fulfilment in serving to them do the job towards their goals and economic milestones.”
In looking at how to provide their purchasers with the greatest probable methods to serve their economical goals, Jeremy and his father decided they wanted a more adaptable business design, turning Silverleaf and LPL for the up coming chapter of their journey.
“Ever since I was a little one, it is been my desire to have my life’s get the job done – and this move to Silverleaf, accompanied by the backing of LPL, will allow for me to do precisely that,” Jeremy explained. “LPL provides the overall flexibility to run my small business the way I want to and provide our clients’ thorough economical demands. Clientele want a holistic tactic to their funds, and with the capability to faucet into experts this kind of as CPAs and lawyers, I can give my clients differentiated provider ordeals and the interest they have earned.”
Justin Gibson, president of Silverleaf Prosperity Administration, claimed, “We’re thrilled to welcome Jeremy and Steve to the relatives, and are honored they turned to us as they evolve their exercise. At Silverleaf, we believe that our teamwork approach provides a broader point of view to all we do and gives amplified added benefits to our advisors and customers. Collectively with LPL, we will operate tricky to support the Friedman staff as they grow their enterprise and continue on to offer their clientele base with fantastic treatment and attention.”
Scott Posner, LPL govt vice president, Enterprise Improvement, claimed, “We extend a warm welcome to Jeremy and Steve, and a hearty congratulations to Silverleaf on adding two good quality fiscal advisors to their network. We’re confident that LPL’s ground breaking technological know-how and differentiated service activities will provide a audio foundation for Jeremy and Steve’s ongoing development. We glance ahead to a lengthy-long lasting and prosperous partnership with them and the Silverleaf team.”
Advisors, come across an LPL enterprise progress representative near you.
About LPL Money
LPL Economic (Nasdaq: LPLA) was established on the basic principle that the company should really function for the advisor, and not the other way close to. Currently, LPL is a chief** in the marketplaces we provide, supporting additional than 19,000 financial advisors, 800 institution-primarily based expenditure applications and 450 independent RIA companies nationwide. We are steadfast in our motivation to the advisor-centered design and the perception that Americans deserve entry to personalised direction from a economical advisor. At LPL, independence suggests that advisors have the flexibility they have earned to choose the organization product, services, and technological know-how methods that permit them to operate their excellent observe. And they have the independence to control their customer relationships, due to the fact they know their clients ideal. Just place, we acquire treatment of our advisors, so they can get treatment of their shoppers.
* Benefit approximated dependent on asset and keeping specifics furnished to LPL from the yr 2021
** Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Independent Broker-Supplier in the U.S. (Based on overall revenues, Monetary Preparing journal 1996-2021) No. 1 service provider of 3rd-social gathering brokerage expert services to banking institutions and credit history unions (2020-2021 Kehrer Bielan Study & Consulting Annual TPM Report) Fortune 500 as of June 2021
*** As of 3/19/21 – centered on documented Belongings Underneath Administration by Silverleaf Advisor Team – a registered investment advisor.
Securities and advisory expert services made available by means of LPL Financial LLC, an SEC-registered broker-seller and financial commitment advisor. Member FINRA/ SIPC Advisory Companies also supplied through Silverleaf Advisor Group, a registered financial investment adviser.
During this communication, the conditions “financial advisors” and “advisors” are utilized to refer to registered reps and/or investment advisor associates affiliated with LPL Monetary LLC. We routinely disclose information and facts that may possibly be critical to shareholders in the “Investor Relations” or “Press Releases” segment of our internet site.
Silverleaf Prosperity Administration, Silverleaf Advisor Team and LPL Economic are individual entities.
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