June 20, 2024


Imagination at work

LPL Financial Welcomes Guy Rodgers Private Wealth Strategies

CHARLOTTE, N.C., Oct. thirteen, 2021 (World NEWSWIRE) — LPL Economic LLC announced these days that money advisor Male Rodgers has joined LPL Financial’s broker-seller, company registered expense advisor (RIA) and custodial platforms. He documented acquiring served about $a hundred seventy five million in advisory and brokerage assets*. He joins LPL from Wells Fargo Economic Advisors Network.

After starting off his occupation as a family members law firm, Rodgers regarded the want for additional moral money advisors to enable men and women by instances of transition, which include divorce, injuries or demise. He shifted to his new occupation as an advisor in 2008, launching a practice focused on delivering advanced methods and money preparing to guidebook clients by transition. Centered in Mansfield, Texas, Male Rodgers Personal Wealth Methods also has a three member support team, which include his spouse, Gina, who serves as the firm’s office environment supervisor, as properly as his assistant Aida Chianappi, who used 20 yrs as a paralegal for productive family members lawyers in Texas and now delivers a large-level of service to the firm’s clients.

“The last few of yrs have been seeking on absolutely everyone, regardless of whether they’re preparing to retire, misplaced a job or suffered the demise of a beloved a single,” Rodgers reported. “In the wake of an ongoing pandemic, it is additional vital now than at any time just before to have a well-informed and moral money advisor to enable get ready for the surprising lifestyle situations.”

Hunting to elevate his practice, give improved service in instances of disaster and operate in his clients’ greatest interest, Rodgers selected to move his organization to LPL. He stated, “LPL delivers a huge breadth and depth of preparing and expense selections, and most importantly, allows me to make differentiated service ordeals for my clients. Our slogan is ‘clarity, assurance and concierge treatment,’ and I believe LPL presents me the greatest possibility to give all all those products and services to my clients.”

Scott Posner, LPL executive vice president, Business Advancement, stated, “We welcome Male and his team into the LPL local community and are committed to becoming their extensive-term associate for yrs to arrive. We will go on leveraging our scale to make ongoing investments in innovative engineering, greatest-in-class service ordeals and other prosperity administration sources that provide value and enable address the evolving desires of Male Rodgers Personal Wealth Methods and all of our other clients.”

Study about other firms that just lately joined LPL in the LPL Economic News and Media part of LPL.com.

Advisors, locate an LPL organization advancement representative near you.

About LPL Economic
LPL Economic (Nasdaq: LPLA) was launched on the basic principle that the business really should function for the advisor, and not the other way about. Now, LPL is a leader** in the marketplaces we provide, supporting additional than 19,000 money advisors, 800 establishment-centered expense programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered design and the belief that Americans are worthy of entry to objective assistance from a money advisor. At LPL, independence usually means that advisors have the flexibility they are worthy of to pick the organization design, products and services, and engineering sources that make it possible for them to run their ideal practice. And they have the flexibility to handle their shopper interactions, for the reason that they know their clients greatest. Merely put, we take treatment of our advisors, so they can take treatment of their clients.

** Leading RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Unbiased Broker-Dealer in the U.S (Centered on overall revenues, Economic Preparing magazine 1996-2021) No. 1 provider of third-occasion brokerage products and services to banking institutions and credit history unions (2020-2021 Kehrer Bielan Research & Consulting Yearly TPM Report) Fortune five hundred as of June 2021

*Centered on prior organization and signifies assets that would have been custodied at LPL Economic, somewhat than third-occasion custodians. Reported assets and shopper numbers have not been independently and absolutely confirmed by LPL Economic.

Securities and advisory products and services offered by LPL Economic LLC, an SEC-registered broker-seller and expense advisor. Member FINRA/ SIPC

During this conversation, the conditions “financial advisors” and “advisors” are utilised to refer to registered reps and/or expense advisor reps affiliated with LPL Economic LLC. We routinely disclose info that could be vital to shareholders in the “Investor Relations” or “Press Releases” part of our web page.

Male Rodgers Personal Wealth Methods and LPL Economic are separate entities.

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


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Resource: LPL Economic Holdings, Inc.