CHARLOTTE, N.C., Dec. 13, 2021 (Globe NEWSWIRE) — LPL Monetary LLC declared these days that economic advisor Bob Trent has joined LPL, affiliating with Linsco by LPL Fiscal, the firm’s employee advisor product. In becoming a member of, he will launch his new independent exercise, Trent Prosperity Management of LPL Financial. He documented owning served roughly $200 million in advisory, brokerage and retirement prepare belongings*, and joins LPL from Wells Fargo Advisors.

Bob Trent started his profession in corporate finance and advertising and marketing in advance of shifting to the economic providers industry in 2002. The transfer to LPL was the up coming step towards building a brand and multi-generational business to provide clientele for years to occur. With Trent Wealth Administration of LPL Financial’s start, Bob Trent will be the very first advisor in a new Linsco office in Santa Rosa, Calif. He is joined by Senior Shopper Services Affiliate, Anthea Maybury, and is also bringing on his son, Oliver Trent, who will tap into LPL’s Advisor Institute to develop the team’s contact to the next generation of consumers.

“We spent a fantastic offer of time on due diligence to discover the finest wealth management firm to serve our consumers, both equally now and into the upcoming,” Trent mentioned. “LPL stood out as a crystal clear market leader, and gives us the independence to run our small business on our have phrases, with more flexibility to control portfolios as we see in shape for our clients. We will also gain considerably from LPL’s expansive study and progressive technological innovation, which permits us to operate more promptly and effectively. We believe the simplicity of carrying out business enterprise at LPL will generate much more time for us to services purchasers at a greater level.”

Linsco by LPL presents extra layer of assistance
The Trent crew claimed they value the enhanced stage of help delivered by LPL’s Linsco personnel product, which include the true estate sourcing and added marketing assets to assist establish out their web site and talk additional effectively with clients. Linsco advisors have brand autonomy and the capacity to make their own choices on the everyday functions inside their observe. With access to LPL’s integrated prosperity administration platform and innovative means, they are geared up with the equipment they require to produce differentiated encounters for shoppers. Moreover, Linsco advisors get detailed turnkey help that consists of administrative professional services and an professional branch management crew to assistance assist their ambitions and technique.

Scott Posner, LPL executive vice president, Company Growth, mentioned, “We welcome Bob and Anthea to the Linsco household, and are honored they turned to LPL to aid make their excellent observe. We also welcome Oliver to our signature Advisor Institute system, which allows up and coming advisors attain useful on-the-task expertise though laying the groundwork for extensive-time period development. At LPL, we fundamentally imagine that advisors should provide their consumers the way they imagine is most effective, with option and versatility in how they create their organization. We will guidance their vision and business enterprise objectives by offering advisors with impressive abilities and business enterprise alternatives developed to satisfy advisors where they are in the evolution of their observe. We look ahead to a very long-lasting and remarkable journey with Trent Prosperity Administration, and are thrilled to grow the Linsco existence in Santa Rosa.”

Relevant
Within the Linsco by LPL Money model

Advisors, uncover an LPL business enterprise improvement representative near you.

About LPL Money:
LPL Financial (Nasdaq: LPLA) was launched on the basic principle that the business need to work for the advisor, and not the other way about. Now, LPL is a leader** in the markets we serve, supporting far more than 19,000 fiscal advisors, 800 institution-based investment decision applications and 450 unbiased RIA firms nationwide. We are steadfast in our motivation to the advisor-centered product and the belief that Individuals deserve access to customized direction from a financial advisor. At LPL, independence means that advisors have the liberty they deserve to opt for the organization product, solutions, and technological know-how means that let them to run their excellent follow. And they have the liberty to regulate their shopper relationships, since they know their customers most effective. Just set, we consider care of our advisors, so they can acquire treatment of their clientele.

*Centered on prior business enterprise and represents property that would have been custodied at LPL Economic, rather than 3rd-get together custodians. Noted assets and shopper figures have not been independently and totally verified by LPL Financial.

** Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Independent Broker-Supplier in the U.S (Dependent on complete revenues, Financial Setting up magazine 1996-2021) No. 1 provider of 3rd-social gathering brokerage providers to banking companies and credit unions (2019-2020 Kehrer Bielan Exploration & Consulting Annual TPM Report) Fortune 500 as of June 2021.

Securities and advisory companies supplied by way of LPL Money LLC, an SEC-registered broker-vendor and expense advisor. Member FINRA/SIPC. 

Through this conversation, the phrases “financial advisors” and “advisors” are utilized to refer to registered reps and/or investment advisor representatives affiliated with LPL Money LLC. We routinely disclose info that might be crucial to shareholders in the “Investor Relations” or “Press Releases” portion of our site.

Hook up with Us!

https://twitter.com/lpl

https://www.linkedin.com/firm/lpl-economic

https://www.fb.com/LPLFinancialLLC

https://www.youtube.com/consumer/lplfinancialllc

Media Get hold of:

Lauren Hoyt-Williams(980) 321-1232
[email protected]


Primary Logo

Supply: LPL Financial Holdings, Inc.