September 30, 2023


Passion For Business

LPL Financial, Gladstone Welcome Father-Daughter Team

CHARLOTTE, N.C., Jan. 18, 2022 (Globe NEWSWIRE) — LPL Economical LLC introduced currently that money advisors John and Jennifer Tarantino have joined LPL Financial’s broker-vendor, corporate registered expenditure advisor (RIA) and custodial platforms, aligned with Gladstone Wealth Associates, a massive enterprise on LPL’s hybrid RIA platform. They documented to LPL that they serve close to $250 million in advisory, brokerage and retirement strategy property,* and sign up for from Morgan Stanley.

The father-daughter crew has additional than 50 decades of combined working experience, making use of their spouse and children values of integrity, transparency and empathy to assist households in this technology and the up coming. With a qualifications in training, John’s specializes in simplifying elaborate challenges to enable purchasers genuinely fully grasp their fiscal landscape. Jennifer joined the observe in 2015 immediately after getting market acumen doing the job for other corporations, bringing new pondering to support get to the next era of consumers. Collectively, they choose a monetary setting up tactic to aid shoppers define what is most critical in their life.

“For many people, their most significant asset is not held in a portfolio. It is typically the time they devote with beloved kinds, the enjoyment they uncover in pursuing their passions and the sense of comfort and ease they locate within their group,” John said. “Whatever our customers care about most, we think that a sound money strategy will assistance them comprehend a eyesight for their long term. Our personalised techniques are built to help every client do the job towards conference their life style and ambitions.”

Just after significantly reflection and due diligence, the group decided that the unbiased design best suited their clients’ rising needs. They turned to Gladstone Wealth Companions and LPL Financial to breakaway from the wirehouse ecosystem for the future chapter of their company. They will commence their new observe in Florham Park, N.J.

“Being a relatives team, we want to help our shoppers the way we would assistance our individual family. Likely unbiased genuinely requires that imagining to the following degree and further than. We can make conclusions in our clients’ greatest interests devoid of possessing organizational impact,” Jennifer explained.

John additional, “Gladstone gives us a perception of community. They handle us like relatives, using matters off our plate so we can shell out more time with customers. We also value the rewards of signing up for LPL, a foremost prosperity administration organization. The combination of Gladstone and LPL delivers us with access to proficient and skilled workforce members and sturdy resources built to enable us differentiate our business enterprise and increase our offerings and services.”

Richard Frick, Handling Husband or wife and CEO of Gladstone Wealth Companions explained, “We welcome John and Jen to the Gladstone family members, and are honored they place their rely on in us to aid with their transition to independence. Our romantic relationship with LPL delivers worth by providing the methods and innovative methods that support us and our advisors evolve. We glance ahead to supporting the entire Tarantino team and assisting in their ongoing progress.”

Scott Posner, LPL govt vice president, Organization Improvement, mentioned, “We increase a warm welcome to John and Jen, and congratulate them on the start of their impartial practice. As a husband or wife with scale, we are dedicated to supporting our advisors’ ability to fulfill their clients’ anticipations for differentiated company activities and accessibility to sophisticated wealth management options. We also produce robust resources and business enterprise remedies to help independent company entrepreneurs function effectively and make a business enterprise with worth. We are honored to assistance Gladstone and the Tarantinos and glimpse ahead to a lengthy-long lasting partnership with both of those.”

Advisors, discover an LPL business enterprise growth representative near you.

About LPL Fiscal:
LPL Financial (Nasdaq: LPLA) was started on the theory that the agency need to perform for the advisor, and not the other way all around. Currently, LPL is a leader** in the marketplaces we provide, supporting a lot more than 19,000 money advisors, 800 institution-centered financial commitment courses and 450 independent RIA corporations nationwide. We are steadfast in our motivation to the advisor-centered model and the perception that Americans should have accessibility to personalised advice from a economic advisor. At LPL, independence signifies that advisors have the liberty they should have to decide on the company design, providers, and technology assets that permit them to operate their best observe. And they have the flexibility to handle their consumer interactions, mainly because they know their customers ideal. Simply put, we acquire treatment of our advisors, so they can get treatment of their customers.

* Benefit approximated dependent on asset and keeping details provided to LPL from the year 2021

**Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Dealer in the U.S (Primarily based on total revenues, Monetary Organizing magazine June 1996-2020) No. 1 service provider of 3rd-social gathering brokerage companies to banking companies and credit unions (2020-2021 Kehrer Bielan Exploration & Consulting Annual TPM Report) Fortune 500 as of June 2021

Securities and advisory companies made available through LPL Monetary LLC, an SEC-registered broker-vendor and investment advisor. Member FINRA/SIPC. 

All over this communication, the phrases “financial advisors” and “advisors” are employed to refer to registered associates and/or investment advisor representatives affiliated with LPL Fiscal LLC. We routinely disclose information that could be essential to shareholders in the “Investor Relations” or “Press Releases” area of our site.

Gladstone Prosperity Partners and LPL Financial are separate entities.

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Media Make contact with:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]