LPL Update - February

Stay informed with the LPL Update – an article I’ll be sharing each month detailing the exciting new partnerships we’ve formed, as well as important information that will benefit LPL advisors.

February may be the shortest month of the year, but it’s an important one here at LPL. February is the month we celebrate Black History and the incredible impact and contributions made by our Black employees, advisors and the communities they serve every day.

It’s also when we celebrate loved ones on Valentine’s Day, our nation’s great leaders on President’s Day, and is time of year we make the official announcement of our Fourth Quarter and Full Year 2021 Earnings Results .

We had so much to celebrate this past month including welcoming many new advisors and partnerships to our LPL family.

Here’s what happened in February -

New Partnerships:

We started the month by welcoming Steve and Jeremy Friedman – a father-son team with a combined 60+ years of experience - to LPL. Having worked together for over a decade supporting a variety of clients through customized investment and wealth management strategies, the Friedmans determined they needed a more flexible business model in order to provide their clients with the best possible resources. We’re honored they chose LPL for this next step in their journey and look forward to being their long-term partner.

Following the Friedmans, we welcomed The Planify group – a team of six seasoned financial advisors to the LPL community. These advisors have truly cultivated a ‘client-first’ mentality over the years that translates into everything they do, which aligns perfectly with our own values here at LPL. This mentality ultimately led them to their decision to implement a new business strategy that offers them the ability to maximize capabilities and better serve their clients. We’re looking forward to supporting this group and following their success in the years to come.

Next, we announced the welcome addition of long-time advisors Guy Blakely and Karl Willard in their new partnership with LPL and Synergy Wealth Alliance. Karl and Guy have been entrepreneurs in the advisory space since the late 80’s when they first partnered together to provide comprehensive and personalized financial advice for their clients, many of whom are still with them to this day. Now, we're proud to be a part of the next chapter of their journey and look forward to helping them better serve those clients.

We proudly welcomed advisors Jason J. Howard, Shane Kunz and Chad Horne this month as they celebrated the launch of their newly independent practice, Outcome Private Wealth . Jason, Shane and Chad are some of the best in the business. When they recognized their need for a true growth partner - one that could offer them more flexibility to better serve their clients through innovative capabilities and experiences – they turned to LPL and Stratos Wealth Partners. We are honored to be their chosen partner and look forward to seeing the growth of Outcome Private Wealth in the years ahead.

For more than two decades, John “Mark” Ross has helped clients build, manage, preserve and transition their wealth to future generations, taking a hands on approach to helping them shape their objectives and work toward their long-term goals. Mark recognized that he could have more flexibility in the way he works, as well as more control of his business through a strategic partnership with LPL . We’re excited to welcome him to the LPL family and look forward to providing him with an enhanced level of support to better serve his clients and grow his practice.