LPL Financial Welcomes Advisor Philip Nation - Seite 2
Scott Posner, LPL Executive Vice President, Business Development, added, “We welcome Phil to LPL and congratulate Founders Financial Alliance on its continued growth. It’s important for financial advisors to create thoughtful business continuity plans, and we applaud the steps Phil is taking to ensure uninterrupted care for his clients. We are committed to being a long-term partner by providing an innovative platform and support model designed to continuously evolve to help advisors create value in all stages of their business’ life cycle.”
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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 more than 22,000 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. Founders Financial Alliance and LPL Financial are separate entities.
Founders Financial Alliance, LLC, located in Raleigh N.C., provides flexible support, succession solutions, multiple affiliation models, innovation, and resources for independent financial advisors and advisor teams nationwide.
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.
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