June 21, 2024


Imagination at work

LPL Financial Welcomes Financial Advisor Corey Phillips

CHARLOTTE, N.C., Jan. 06, 2022 (World NEWSWIRE) — LPL Monetary LLC (Nasdaq: LPLA) announced today that economic advisor Corey Phillips has joined LPL Financial’s broker-vendor, corporate registered investment decision advisor (RIA) and custodial platforms. Phillips claimed to LPL that he served close to $one hundred fifteen million in advisory, brokerage and retirement property.* He joined LPL from Park Avenue Securities, portion of the Guardian Everyday living Insurance Corporation of The united states.

Primarily based in Pittsfield, Mass., Phillips’ journey to getting a economic advisor was a little bit exclusive. Just after higher education, he teamed up with his brother and father to very own a modest retail liquor keep and rental houses. “My knowledge as a keep operator connected me with people today from all walks of lifetime and included a genuinely exclusive layer of point of view to my do the job in economic advising,” reported Phillips, who eventually remaining the retail earth to start his new job as a comprehensive-time economic advisor in 2014. The knowledge, he reported, gave him a personable and participating solution to his consumer associations — he normally will make an work to practice lively listening, realize his clients’ economic aim and personalize strategies to their numerous requirements.

In hunting for a new prosperity administration agency, Phillips chose to transfer to LPL and workforce up with Alex Kastrinakis, a previous colleague who joined LPL last 12 months. They prepare to absolutely husband or wife and start a new manufacturer later this 12 months.

Phillips stated, “LPL as an industry-top husband or wife to economic advisors and I am keen to employ impressive resources and methods that LPL has to offer you. I imagine my purchasers will now appreciate an easy and intuitive investing knowledge, and I have all the required abilities to diversify investment decision choices, increase my clients’ return prospective and differentiate my practice. In addition, LPL has no proprietary investment decision goods, so I can be a fiduciary and offer you strategies and insights that are in my clients’ very best interests.”

Scott Posner, LPL executive vice president, Business enterprise Improvement, stated, “Our workforce at LPL extends a heat welcome to Corey, and we are honored to assist him and Alex in launching their rebranded practice later this 12 months. We imagine advisors know what is very best for their purchasers, and they should really be empowered with the independence and overall flexibility to do so. LPL strives to be a fully commited husband or wife to our economic advisors, presenting a huge array of differentiated services and impressive technological innovation encounters. We look forward to a lengthy-lasting partnership with Corey and the growth of his organization.”

Advisors, obtain an LPL organization improvement agent in close proximity to you.

About LPL Monetary
LPL Monetary (Nasdaq: LPLA) was founded on the theory that the agency should really do the job for the advisor, and not the other way all around. Currently, LPL is a chief** in the markets we serve, supporting more than 19,000 economic advisors, 800 establishment-based investment decision courses and 450 unbiased RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered design and the belief that Americans are worthy of entry to individualized assistance from a economic advisor. At LPL, independence means that advisors have the liberty they are worthy of to pick out the organization design, services, and technological innovation methods that let them to operate their ideal practice. And they have the liberty to take care of their consumer associations, since they know their purchasers very best. Basically place, we consider care of our advisors, so they can consider care of their purchasers.

**Top rated RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. one Unbiased Broker-Dealer in the U.S (Primarily based on whole revenues, Monetary Setting up journal June 1996-2020) No. one service provider of third-get together brokerage services to banking companies and credit history unions (2020-2021 Kehrer Bielan Investigation & Consulting Once-a-year TPM Report) Fortune five hundred as of June 2021

* Benefit approximated based on asset and keeping facts furnished to LPL from the 12 months 2021

Securities and advisory services offered by way of LPL Monetary LLC, an SEC-registered broker-vendor and investment decision advisor. Member FINRA/ SIPC

Through this communication, the conditions “financial advisors” and “advisors” are utilized to refer to registered associates and/or investment decision advisor associates affiliated with LPL Monetary LLC. We routinely disclose information and facts that may perhaps be significant to shareholders in the “Investor Relations” or “Press Releases” area of our site.

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