LPL Update - December

We certainly ended the year on a high here at LPL, welcoming new partnerships, celebrating advisor relationships and cherishing time spent with our LPL team members.

It seems only fitting that at the time of year when we take a step back to prioritize our own families and loved ones that many of our new partnerships this month are family-led firms.

Here’s what happened in the final month of 2021.

New Partnerships:

Searching for additional resources and innovative technology to grow their firm and elevate service experiences, family-led HPK Provident Advisors turned to LPL for the next chapter in the evolution of their business. As their team continues to grow and guide clients through their DREAM financial process (Discover, Reduce Stress, Expectations, Action Items and Moving Forward), we look forward to supporting the meaningful work they are doing as they continue to run their family-built practice independently.

Next, Financial Advisor, Brian Nydegger, launched his newly independent practice, Point 32 Investment Partners, by way of our LPL Strategic Wealth Services model. Brian’s business was built by his father and we’re honored that he chose LPL as his partner to help carry on his father’s legacy and dream to take care of clients and prioritize their needs.?

Alongside The Financial Services Network, we welcomed longtime friends and colleagues, Harry Sherdil and Nestor Belmonte, to LPL - a move that provides their team with increased flexibility and access to more diverse products. Harry and Nestor’s new independent practice, Humanity Wealth Advisors, will focus on helping underserved investors and those who are just starting out in financial planning. We’re truly inspired by their passion to mentor the next generation of advisors and we’re committed to helping them build a practice that reflects their mission and business goals.

In mid-December, we celebrated the expansion of our Linsco model by welcoming three new practices to our LPL advisor community – Gene Foley, Encompass Wealth Management and Trent Wealth Management. Linsco puts the power in advisors’ hands, allowing them to differentiate themselves from the competition and stay at the forefront of this era in financial advice. We couldn’t be more thrilled to see new advisors choose Linsco to take their business to the next level, and we look forward to long-lasting relationships with each of these growing firms.

Following the expansion of Linsco, the team of advisors at Lamont Financial Group selected LPL Financial and JFC Advisor Network as their partners to provide greater office efficiencies and stability for their newly independent firm. We look forward to serving Kris, Thomas, Amy and team in providing them with what they need to support their clients and communities for many years to come.

Finally, we closed out the month and an incredible year of new partnerships by welcoming Sterling Wealth Group to our LPL family. A father-son duo, we look forward to supporting Robert and Michael in their vision to help clients clarify their definition of financial success, and guide them to that vision through long-term financial strategies. LPL is dedicated to providing the tools, technology and resources needed to make a difference in each of their client’s lives now, and in the future.