checkAd

NorthEnd Private Wealth Launches With Support of LPL Financial

Nachrichtenquelle: globenewswire
12.04.2021, 15:00  |  101   |   |   

CHARLOTTE, N.C., April 12, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced that financial advisors Josh Brown, Scott Thompson, Joel Gray, and James (Jake) Cluverius, Jr., have launched a new independent practice, NorthEnd Private Wealth. The new firm will be affiliated with LPL Financial’s Strategic Wealth Services (SWS) model, designed to support the unique needs of experienced advisors moving from wirehouses to independence. The team will leverage LPL’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms, and the SWS model also delivers ongoing, personalized support for daily operations and long-term business management. The advisors reported having served approximately $650 million in advisory, brokerage and retirement plan assets*. They join LPL from Merrill Lynch.

Based in the North End business district of Greenville, S.C., the firm’s four managing partners have been friends and colleagues for more than two decades. “We trust each other and we are all like-minded in our work ethic, morals and faith, so partnering together was a natural extension of our relationships,” said Brown, a Forbes Best-in-State Wealth Advisor and Barron’s Top 1,200 Financial Advisor since 2018***. He noted that the advisors’ diverse backgrounds lend to their unique perspectives, having all entered the industry from other professions: as a mechanical engineer, teacher, lawyer and marketing professional. “We come from hard-working, blue-collar families, and we understand the amount of work and sacrifice it takes to earn and save $100,000 or $100 million,” Brown said.

With administrative support from Jeannie Fowler and Ashley Thomason, the advisors primarily provide wealth management, retirement income planning and estate planning. The team prides itself on being attentive, proactive and attuned to the market, and many of their clients view them as an extension of their family.

Seeking more control of their business and the ability to chart their own path, the team chose to launch their independent practice with support from LPL. “We wanted to be able to establish a culture in our firm that reflects our beliefs and service standards. As independent advisors with LPL, we are able to put our clients first and always operate in their best interests,” Brown said.

Being new to owning and running a business, the SWS model bridges the transition to independence by providing the team with support and services to launch their business, including real estate sourcing, brand development, technology setup and HR support. In addition, LPL provides ongoing administrative, marketing and CFO services to the NorthEnd team.

Seite 1 von 3


LPL Financial Holdings Aktie jetzt über den Testsieger (Finanztest 11/2020) handeln, ab 0 € auf Smartbroker.de



0 Kommentare

Schreibe Deinen Kommentar

Bitte melden Sie sich an, um zu kommentieren. Anmelden | Registrieren

 

Disclaimer

NorthEnd Private Wealth Launches With Support of LPL Financial CHARLOTTE, N.C., April 12, 2021 (GLOBE NEWSWIRE) - LPL Financial LLC (Nasdaq:LPLA) today announced that financial advisors Josh Brown, Scott Thompson, Joel Gray, and James (Jake) Cluverius, Jr., have launched a new independent practice, NorthEnd …

Nachrichten des Autors

Titel
Titel
Titel
Titel