CHARLOTTE, N.C., Sept. 08, 2021 (World NEWSWIRE) — LPL Money LLC (Nasdaq:LPLA) announced currently that financial advisor Francis Ciocari CFP® has joined LPL Financial’s broker-seller, hybrid registered expenditure advisor (RIA) and custodial platforms. He is aligned with Gladstone Prosperity Associates, a substantial business on LPL’s hybrid RIA platform. Ciocari reported possessing served close to $300 million in advisory, brokerage and retirement program assets*, and joins from Morgan Stanley.
Immediately after paying out his full vocation in a wirehouse setting, Ciocari will spouse with current LPL advisors to launch a new Gladstone Prosperity Associates business in Blue Bell, Pa. He is joined by longtime assistant and client romance manager Christine Buck Nolan. “I’m thrilled to associate with other respected advisors to provide elevated companies to our customers and develop our group presence,” said Ciocari, who largely works with company executives and affluent buyers.
Ciocari firmly believes in large-contact, goals-primarily based prosperity administration, and starts off every romance with a money approach. While functioning remotely for the duration of the latest pandemic ecosystem, he established that the ideal way to provide his purchasers was by proudly owning his enterprise and firmly having regulate more than his procedure. An entrepreneur at heart, Ciocari turned to Gladstone and LPL to get started a new journey as an unbiased money advisor. “It’s refreshing to have finish autonomy in the way we make the exercise. As independent advisors, we can provide entire transparency and operate in our clients’ ideal pursuits,” Ciocari explained.
In deciding upon a new lover, Ciocari said, “LPL is a Fortune 500 firm with a excellent name, committed to investing in modern technologies and resources. I needed my shoppers to really feel relaxed recognizing I was partnering with an business chief and the greatest in the impartial place. And on leading of that, with Gladstone we have entry to a must have methods, turnkey guidance and supplemental assist with compliance, leaving me with additional time to devote supporting purchasers and their investments. It is a earn-gain.”
Richard Frick, running spouse and CEO at Gladstone Prosperity Associates, mentioned, “We are psyched for Fran to open up our new Spouse place of work in Blue Bell, and we search forward to developing this Philadelphia suburb market jointly. I’ve identified Fran for a long time and to be equipped to support him as he transitions to the independent channel is an magnificent emotion. The momentum just continues for Gladstone and the impartial house, and we believe that this hybrid office environment will go on to speed up it. We are dedicated to supporting our advisors just about every day with individualized solutions built to support them realize success.”
Scott Posner, LPL executive vice president, Business Development, said, “We warmly welcome Fran to the LPL local community and congratulate Gladstone on its continued expansion. At LPL, we provide a wide range of affiliation models so that advisors have choices in how they build a great exercise that makes the most feeling for them and their shoppers. We are proud to do the job in partnership with Gladstone to supply scale and steadiness that empowers advisors to generate differentiated activities and a flourishing observe. We search ahead to supporting Fran and the full team at the new Gladstone Wealth Associates business in Blue Bell for many years to come.”
Examine about other companies that recently joined LPL in the LPL Financial Information and Media portion of LPL.com.
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About LPL Fiscal
LPL Economic (Nasdaq: LPLA) was founded on the theory that the business need to perform for the advisor, and not the other way about. Currently, LPL is a leader** in the markets we provide, supporting a lot more than 19,000 money advisors, 800 establishment-dependent financial investment programs and 450 independent RIA corporations nationwide. We are steadfast in our motivation to the advisor-centered design and the belief that Americans deserve access to objective steerage from a fiscal advisor. At LPL, independence signifies that advisors have the independence they are entitled to to opt for the organization design, providers, and technology sources that make it possible for them to run their great observe. And they have the liberty to handle their consumer relationships, due to the fact they know their consumers ideal. Only put, we just take treatment of our advisors, so they can just take care of their purchasers.
** Leading RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Independent Broker-Supplier in the U.S (Primarily based on overall revenues, Economical Setting up journal 1996-2021) No. 1 company of third-celebration brokerage providers to banks and credit unions (2020-2021 Kehrer Bielan Exploration & Consulting Annual TPM Report) Fortune 500 as of June 2021
*Centered on prior enterprise and represents property that would have been custodied at LPL Economic, rather than third-celebration custodians. Claimed property and consumer numbers have not been independently and thoroughly verified by LPL Fiscal.
Securities and advisory expert services offered as a result of LPL Financial LLC, an SEC- registered broker-dealer and financial commitment advisor. Member FINRA/ SIPC
All over this interaction, the conditions “financial advisors” and “advisors” are made use of to refer to registered reps and/or investment advisor reps affiliated with LPL Fiscal LLC. We routinely disclose information that may well be important to shareholders in the “Investor Relations” or “Press Releases” segment of our website.
Gladstone Prosperity Companions and LPL Economic are independent entities.
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