October 4, 2023


Imagination at work

LPL Financial Welcomes HPK Provident Advisors

CHARLOTTE, N.C., Dec. 02, 2021 (World NEWSWIRE) — LPL Economic LLC announced right now that HPK Provident Advisors has joined LPL Financial’s broker-dealer, corporate registered financial commitment advisor (RIA) and custodial platforms. The staff noted having served around $230 million in advisory and brokerage property*, and joins LPL from FSC Securities Company, portion of the Advisor Team network of broker-sellers.

The spouse and children-led small business dates back again to the early sixties when Ron Zucchelli started the Western Pennsylvania-dependent observe. His son-in-legislation and grandson, David Harper and Colin S. Harper CFP®, followed his footsteps as economic advisors and are honored to go on his legacy following his 2012 retirement. They were joined soon following by fellow advisors Michael Kutch CFA and Brian Paluso CFP®, CLU, RICP, AIF, and the business has expanded to involve a different registered office environment in Sarasota, Fla.

“The financial commitment landscape has grown exceptionally advanced around the yrs, so we’ve introduced collectively a staff of advisors who each convey different specialties to the business. We choose a collaborative strategy to helping each and every consumer to pursue their aims, doing work through our special Dream economic setting up system: Uncover, Cut down Tension, Anticipations, Action Goods and Transferring Forward,” David Harper mentioned.

As the staff proceeds to develop and supply clientele with elevated assistance encounters, they turned to LPL for the next chapter of their journey. “We were wanting for more means and revolutionary know-how with one indication-on, and we uncovered that with LPL. The move has simplified so several of our day-to-day duties, and we expect to get back again a couple hundred, if not 1000’s, of hrs for every calendar year so we can appreciate accomplishing what we do finest: helping our clientele,” Harper mentioned.

Scott Posner, LPL executive vice president, Business enterprise Enhancement, mentioned, “We extend a heat welcome to David, Colin, Michael and Brian, and we’re honored to support the significant operate they are accomplishing to go on Ron’s legacy. We are dedicated to investing in revolutionary abilities and applications that can assistance advisors differentiate their observe and increase their price to clientele. Technology performs an integral function in our advisors’ tactics, and we do more than just produce main applications. LPL works by using integrated workflows and revolutionary small business remedies to generate a seamless person experience so advisors have greater ability, more relieve and more means to be capable to produce more price to their clientele. We glance ahead to a extensive-lasting partnership with HPK Provident Advisors for yrs to come.”

Advisors, locate an LPL small business improvement representative near you.

About LPL Economic
LPL Economic (Nasdaq: LPLA) was started on the principle that the business need to operate for the advisor, and not the other way about. Nowadays, LPL is a chief** in the marketplaces we provide, supporting more than 19,000 economic advisors, 800 institution-dependent financial commitment plans and 450 impartial RIA corporations nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that People have earned access to personalised steering from a economic advisor. At LPL, independence means that advisors have the freedom they have earned to pick the small business model, services, and know-how means that let them to operate their fantastic observe. And they have the freedom to manage their consumer relationships, mainly because they know their clientele finest. Basically put, we choose treatment of our advisors, so they can choose treatment of their clientele.

** Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. one Unbiased Broker-Seller in the U.S (Based on overall revenues, Economic Scheduling magazine 1996-2021) No. one supplier of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Investigate & Consulting Yearly TPM Report) Fortune 500 as of June 2021

*Based on prior small business and represents property that would have been custodied at LPL Economic, fairly than third-party custodians. Noted property and consumer numbers have not been independently and totally verified by LPL Economic.

Securities and advisory services available through LPL Economic LLC, an SEC- registered broker-dealer and financial commitment advisor. Member FINRA/ SIPC

In the course of this conversation, the phrases “financial advisors” and “advisors” are employed to refer to registered associates and/or financial commitment advisor associates affiliated with LPL Economic LLC. We routinely disclose information and facts that might be vital to shareholders in the “Investor Relations” or “Press Releases” part of our web-site.

HPK Provident Advisors and LPL Economic are separate entities.

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