NorthEnd Private Wealth Launches With Support of LPL Financial - Seite 2

“LPL Strategic Wealth Services really allows us to simplify our business and have the strategic support so that we can really focus on our business and strip away some of the noise,” Brown said. “We love the SWS motto, ‘You own it, we run it.’ That’s exactly what we were looking for—someone to handle the back office, negotiate on the lease, order furniture, and build our website, among other things. We’re especially looking forward to all of the services we can tap to manage and grow our business, specifically marketing events to help us reach both our current clients and prospective ones.”

Once settled onto LPL’s platform, the NorthEnd team has two immediate goals: organic growth through referrals and growing its team of advisors. “We believe NorthEnd could be a destination for other advisors, whether breakaways from a wirehouse or independent advisors looking for more scope,” Brown said.

Scott Posner, LPL executive vice president, Business Development, said, “We congratulate Josh, Jake, Joel and Scott on the launch of their new independent business and we warmly welcome them into the LPL family. We are committed to being their long-term partner by delivering a sophisticated wealth management platform and robust business resources designed to help them differentiate their practice and be successful serving the needs of their clients. As the NorthEnd team begins this exciting new journey with LPL, we will be with them every step of the way. We look forward to a long-lasting partnership and exciting journey ahead with the entire team at NorthEnd Private Wealth.”

Learn more about NorthEnd Private Wealth. Read about other firms that recently joined LPL in the LPL Financial News and Media section of LPL.com.

Advisors, find an LPL business development representative near you.

About LPL Financial:
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader** in the markets we serve, supporting more than 17,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to objective guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.