Burlwood Wealth Launches With Support From LPL Strategic Wealth Services - Seite 2

“The Strategic Wealth platform has all of the solutions built for advisors like me with a large practice, high account sizes, complex financial situations and more involved estates,” Sheffield said. “I’m excited to tap into a dedicated team of specialists who can help out behind the scenes so I can focus on providing advice and guiding clients through difficult markets.”

Scott Posner, LPL Executive Vice President, Business Development, said, “It’s an honor to welcome Matt to the LPL community. We congratulate him on the launch of his independent practice where he can create differentiated experiences for clients and operate on his own terms. As always, we are committed to delivering strategic solutions designed to meet advisors where they are in designing the vision of their perfect practice, providing them with choice and flexibility in how they manage and evolve their business. We look forward to a long-lasting relationship with Burlwood Wealth.”

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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving nearly 23,000 financial advisors, including advisors at approximately 1,100 institutions and at approximately 570 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Securities and Advisory services offered through LPL Financial LLC ("LPL Financial"), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States. Burlwood Wealth and LPL Financial are separate entities.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.