CHARLOTTE, N.C., Dec. 15, 2021 (World NEWSWIRE) — LPL Money LLC (Nasdaq:LPLA) declared now that Lamont Monetary Group has joined LPL Financial’s broker-seller, company registered financial investment advisor (RIA) and custodial platforms, aligning with substantial company JFC Advisor Community. The Lamont group described possessing served approximately $200 million in advisory, brokerage and retirement strategy assets*. They sign up for LPL from Securities The us, section of the Advisor Group network of broker-sellers.
Found in Distinct Lake Bank & Trust in Mason City and Crystal clear Lake, Iowa, Lamont Monetary Group was started in 2013 and is comprised of economical advisors Kris Lamont, Thomas E. Alexander and Amy Dixon. The business gives detailed and highly personalized money strategies to assistance clientele grow, safeguard and ultimately, transfer their legacy. “We believe that financial options must replicate just about every phase of life its owner is in: whether or not it be acquiring a very first property, funding a child’s faculty training or organizing for retirement,” claimed Lamont, who primarily will work with large-internet-value men and women who are doing the job in the direction of retirement or currently retired.
Looking for increased office efficiencies and balance, the staff turned to LPL and JFC. Lamont mentioned, “I’m only as effective as my personnel, so it was essential to obtain a companion who can support us help save time and gain additional efficiencies from built-in technological know-how. LPL checked that box with ClientWorks and other revolutionary abilities, all connected by a single signal-on features. On major of that, LPL is a Fortune 500 corporation with sizing and scale, which provides us stability and peace of mind recognizing that we are with a potent husband or wife. We also appreciate the extra support, methods and financial investment styles provided by JFC. It’s actually a superior healthy all all around.”
Jack Connealy, founder of JFC Advisor Network, mentioned, “We are thrilled to welcome Lamont Economic Team to our developing family members of advisors. At JFC Advisor Network, we are focused to furthering the good results of our advisors and elevating their tactics.We are honored to be entrusted with this mission by Lamont Financial Group, and glance forward to our partnership with Kris, Thomas, Amy and the overall staff.”
Scott Posner, LPL government vice president, Business enterprise Advancement, stated, “We welcome Kris, Thomas and Amy to the LPL neighborhood. We are happy to be their companion by providing innovative assets, answers and engineering that can assistance them be profitable at every single stage of their business’ lifecycle. We will continue on to leverage our scale to provide price to advisors, offering them time-saving, built-in capabilities so they can concentrate on aiding their clientele go after their lifelong economical ambitions and aspirations. We congratulate JFC for its continued expansion, and glance forward to a prolonged-lasting partnership with both JFC and Lamont Fiscal Group.”
Advisors, discover an LPL business advancement representative near you.
About LPL Economical
LPL Monetary (Nasdaq: LPLA) was founded on the theory that the agency ought to work for the advisor, and not the other way all-around. Now, LPL is a leader** in the marketplaces we provide, supporting more than 19,000 financial advisors, 800 institution-primarily based expense plans and 450 unbiased RIA firms nationwide. We are steadfast in our determination to the advisor-centered design and the perception that Us citizens should have accessibility to individualized guidance from a economical advisor. At LPL, independence indicates that advisors have the liberty they should have to select the organization product, providers, and technologies sources that enable them to run their best exercise. And they have the flexibility to regulate their client associations, simply because they know their clientele best. Simply just set, we choose treatment of our advisors, so they can consider treatment of their purchasers.
*Primarily based on prior enterprise and signifies property that would have been custodied at LPL Economic, somewhat than 3rd-bash custodians. Described property and consumer numbers have not been independently and entirely confirmed by LPL Economic.
** Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Independent Broker-Supplier in the U.S (Based mostly on total revenues, Economical Planning journal 1996-2021) No. 1 provider of third-occasion brokerage expert services to banking companies and credit rating unions (2020-2021 Kehrer Bielan Exploration & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
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All through this conversation, the conditions “financial advisors” and “advisors” are employed to refer to registered associates and/or financial investment advisor associates affiliated with LPL Monetary LLC. We routinely disclose information and facts that may perhaps be essential to shareholders in the “Investor Relations” or “Press Releases” segment of our web page.
Lamont Money Group, JFC Advisor Community, Crystal clear Lake Lender & Believe in and LPL Fiscal are individual entities.
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