CHARLOTTE, N.C., Dec. 15, 2021 (World NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) declared today that Lamont Financial Team has joined LPL Financial’s broker-seller, corporate registered financial commitment advisor (RIA) and custodial platforms, aligning with big enterprise JFC Advisor Community. The Lamont staff reported obtaining served about $two hundred million in advisory, brokerage and retirement plan assets*. They be a part of LPL from Securities The us, aspect of the Advisor Team community of broker-dealers.
Located in Crystal clear Lake Bank & Have confidence in in Mason City and Crystal clear Lake, Iowa, Lamont Financial Team was established in 2013 and is comprised of financial advisors Kris Lamont, Thomas E. Alexander and Amy Dixon. The business provides extensive and extremely customized financial methods to assist shoppers increase, secure and in the long run, transfer their legacy. “We think financial options really should reflect each individual stage of existence its proprietor is in: whether it be purchasing a initial household, funding a child’s university schooling or preparing for retirement,” reported Lamont, who primarily operates with high-net-truly worth persons who are operating towards retirement or already retired.
Searching for greater place of work efficiencies and security, the staff turned to LPL and JFC. Lamont mentioned, “I’m only as thriving as my workers, so it was significant to locate a partner who can assist us help save time and achieve far more efficiencies from built-in technologies. LPL checked that box with ClientWorks and other modern abilities, all related by a single sign-on operation. On major of that, LPL is a Fortune five hundred corporation with dimension and scale, which gives us security and peace of brain knowing that we are with a solid partner. We also take pleasure in the additional assistance, means and financial commitment versions provided by JFC. It’s genuinely a very good in good shape all all-around.”
Jack Connealy, founder of JFC Advisor Community, mentioned, “We are thrilled to welcome Lamont Financial Team to our expanding relatives of advisors. At JFC Advisor Community, we are dedicated to furthering the achievements of our advisors and elevating their methods.We are honored to be entrusted with this mission by Lamont Financial Team, and search ahead to our partnership with Kris, Thomas, Amy and the overall staff.”
Scott Posner, LPL government vice president, Business enterprise Advancement, mentioned, “We welcome Kris, Thomas and Amy to the LPL group. We are very pleased to be their partner by delivering modern means, alternatives and technologies that can assist them be thriving at each individual stage of their business’ lifecycle. We will keep on to leverage our scale to bring price to advisors, delivering them time-conserving, built-in abilities so they can emphasis on assisting their shoppers pursue their lifelong financial goals and aspirations. We congratulate JFC for its continued advancement, and search ahead to a long-long lasting partnership with both equally JFC and Lamont Financial Team.”
Advisors, locate an LPL business enterprise advancement representative near you.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was established on the basic principle that the business really should get the job done for the advisor, and not the other way all-around. Currently, LPL is a leader** in the marketplaces we serve, supporting far more than 19,000 financial advisors, 800 establishment-centered financial commitment systems and 450 impartial RIA companies nationwide. We are steadfast in our motivation to the advisor-centered design and the perception that People are worthy of accessibility to personalized direction from a financial advisor. At LPL, independence usually means that advisors have the independence they are worthy of to pick the business enterprise design, providers, and technologies means that allow them to run their great observe. And they have the independence to control their customer interactions, for the reason that they know their shoppers very best. Simply just place, we just take care of our advisors, so they can just take care of their shoppers.
*Based mostly on prior business enterprise and signifies assets that would have been custodied at LPL Financial, somewhat than 3rd-social gathering custodians. Reported assets and customer figures have not been independently and completely confirmed by LPL Financial.
** Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. one Unbiased Broker-Seller in the U.S (Based mostly on whole revenues, Financial Scheduling magazine 1996-2021) No. one service provider of 3rd-social gathering brokerage providers to banking companies and credit unions (2020-2021 Kehrer Bielan Investigate & Consulting Annual TPM Report) Fortune five hundred as of June 2021
Securities and advisory providers provided by way of LPL Financial LLC, an SEC-registered broker-seller and financial commitment advisor. Member FINRA/ SIPC
Insurance policy goods are provided by way of LPL or its certified affiliates. To the extent you are receiving financial commitment suggestions from a separately registered impartial financial commitment advisor that is not an LPL Financial affiliate, remember to take note LPL Financial will make no representation with respect to these entity.
If your financial specialist is found at a lender or credit union, remember to take note that the lender/credit union is not registered as a broker-seller or financial commitment advisor. Registered associates of LPL may possibly also be employees of the lender/credit union. These goods and providers are being provided by way of LPL or its affiliates, which are independent entities from, and not affiliates of, the lender/credit union.
Securities and insurance plan provided by way of LPL or its affiliates are:
- Not Insured by FDIC/NCUA or Any Other Federal government Agency
- Not Bank/Credit history Union Guaranteed
- Not Bank/Credit history Union Deposits or Obligations
- Could Reduce Value
Through this conversation, the phrases “financial advisors” and “advisors” are applied to refer to registered associates and/or financial commitment advisor associates affiliated with LPL Financial LLC. We routinely disclose info that may possibly be significant to shareholders in the “Investor Relations” or “Press Releases” area of our internet site.
Lamont Financial Team, JFC Advisor Community, Crystal clear Lake Bank & Have confidence in and LPL Financial are independent entities.
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