June 17, 2024


Imagination at work

LPL Financial Welcomes Integrity Wealth Team

CHARLOTTE, N.C., Nov. 02, 2021 (Globe NEWSWIRE) — LPL Money LLC (Nasdaq:LPLA) announced these days that Integrity Prosperity Team has joined LPL Financial’s broker-dealer, company registered expenditure advisor (RIA) and custodial platforms. The advisors noted owning served somewhere around $a hundred seventy five million in advisory and brokerage property*. They sign up for LPL from Ameriprise Money Solutions.   

Primarily based in Tampa, Fla., Integrity Prosperity Team was launched when economic advisors and colleagues Lauren Silva and Nathan Helms CFP®, CIMA®, joined their procedures. They believed their skills complemented just about every other and that a team technique would most effective reward purchasers. Collectively, they provide complete economic arranging and socially-accountable expenditure advice for their shopper base of retirees and profitable young business owners.

Wanting for a lot more adaptability, extra solutions and the freedom to operate their business on their individual phrases, the advisors selected to associate with LPL. “We consider the go to LPL will enhance the degree of company and advice solutions that our purchasers ought to have,” Helms reported. “LPL’s built-in technologies, put together with sturdy arranging application, will generate a lot more efficiencies in our exercise and assist us differentiate the shopper expertise. We also respect LPL’s robust tradition, values and dedication to taking treatment of its advisors.”

For Helms, who was beforehand affiliated with LPL, the go to LPL was a homecoming. He reported he appreciates the firm’s cultural and company transformation, and he is thrilled to reunite with the business leader.

For Silva, the go authorized her to rebrand her business less than the Integrity name. She mentioned, “Our philosophy is to provide our purchasers with integrity, assist to align their investments with their values, and to be ready to give back to their communities in a meaningful way. We respect all of the solutions that LPL provides in the ESG and SRI room.”

Scott Posner, LPL executive vice president, Enterprise Advancement, mentioned, “We lengthen a heat welcome to Lauren, Nate and their team. Using treatment of LPL advisors is our complete aim and mission. We are committed to helping advisors develop flourishing procedures, exactly where they can operate on their individual phrases and provide their purchasers with differentiated ordeals. LPL is uniquely positioned in the independent marketplace to make ongoing investments in impressive abilities and sturdy business means made to assist advisors meet up with the evolving requirements of the business and their purchasers. We glimpse ahead to supporting the Integrity Prosperity Team for a long time to come.”

Advisors, obtain an LPL business growth representative near you.

About LPL Money
LPL Money (Nasdaq: LPLA) was launched on the basic principle that the firm should work for the advisor, and not the other way all around. Today, LPL is a leader** in the markets we provide, supporting a lot more than 19,000 economic advisors, 800 establishment-dependent expenditure applications and 450 independent RIA companies nationwide. We are steadfast in our dedication to the advisor-centered product and the perception that People ought to have obtain to aim assistance from a economic advisor. At LPL, independence suggests that advisors have the freedom they ought to have to choose the business product, providers, and technologies means that permit them to operate their ideal exercise. And they have the freedom to deal with their shopper associations, due to the fact they know their purchasers most effective. Simply place, we get treatment of our advisors, so they can get treatment of their purchasers.

** Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Unbiased Broker-Seller in the U.S (Primarily based on total revenues, Money Preparing journal 1996-2021) No. one supplier of third-social gathering brokerage providers to banking companies and credit unions (2020-2021 Kehrer Bielan Investigation & Consulting Yearly TPM Report) Fortune 500 as of June 2021

*Primarily based on prior business and represents property that would have been custodied at LPL Money, somewhat than third-social gathering custodians. Noted property and shopper figures have not been independently and totally confirmed by LPL Money.

Securities and advisory providers available by LPL Money LLC, an SEC-registered broker-dealer and expenditure advisor. Member FINRA/ SIPC.

Throughout this conversation, the phrases “financial advisors” and “advisors” are utilized to refer to registered representatives and/or expenditure advisor representatives affiliated with LPL Money LLC. We routinely disclose data that may well be important to shareholders in the “Investor Relations” or “Press Releases” part of our site.

Integrity Prosperity Team and LPL Money are separate entities.

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Media Get hold of:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]