Financial Advisors Ed Winegar and Gregory Berg Join Linsco by LPL Financial - Seite 2

“Ed and I have worked very hard over the years to cultivate relationships with our clients and, in many cases, we have become their most trusted advisors,” Berg said. “We are confident this move to LPL will provide us the opportunity to help our clients and friends realize the goals, dreams and aspirations they have worked a lifetime to achieve.”

LPL Executive Vice President, Business Development, Scott Posner, said, “We welcome Ed and Gregory to the Linsco community and are here to support them each step as they evolve their practice on their terms. At LPL, we understand that advisors want the freedom and flexibility to provide personalized financial guidance and differentiated service experiences. We are committed to supporting them with integrated capabilities, robust resources and business solutions designed to help their practice grow and thrive. We look forward to a long-lasting relationship with Winegar Berg Wealth Management.”

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Advisors, find an LPL business development representative near you.

About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and enterprises, and not the other way around. Today, LPL is a leader in the markets we serve, serving nearly 22,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 550 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 enterprise 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 enterprises, 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.

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.