CHARLOTTE, N.C., June 15, 2023 (GLOBE NEWSWIRE) — LPL Monetary LLC (Nasdaq:LPLA) introduced immediately that monetary advisor Adam Legate of VFG Wealth Administration and Profit Options has joined LPL Monetary’s broker-dealer, RIA and custodial platforms. He reported having served roughly $230 million in advisory, brokerage and retirement plan belongings*, and joins LPL from Royal Alliance, a part of the Advisor Group community of broker-dealers.
Primarily based in Lexington, Ky., Legate is a 20-year business veteran who has constructed his profession on the guideline that every consumer is exclusive and requires a specialised plan to assist them meet particular targets and wishes. He believes in cultivating long-term relationships together with his purchasers, and lots of have been together with his agency from day one and a few are multigenerational.
VFG Wealth Administration and Profit Options makes a speciality of serving to people and small companies with their wealth administration, retirement earnings methods and asset preservation wants. Adam is supported by Funding Advisor Representatives Jason Younger and Kevin Kitchin, CFP®, and administrative assistant Susan Lowe.
“I firmly consider in a client-centered method,” Legate defined. “I work onerous to satisfy my purchasers the place they’re and information them each step of the best way. As soon as we set up a plan, I repeatedly monitor, regulate and assessment it with every consumer to make sure they’re on the trail to success – no matter their targets could be.”
It was his client-centric dedication that led Legate to LPL Monetary, the place he plans to make use of the corporate’s modern know-how and built-in capabilities to reinforce his purchasers’ expertise.
“Transferring to LPL was the proper selection for my enterprise and my purchasers. From the service to the know-how, all the things is streamlined and easy to make use of,” Legate mentioned. “This enterprise modifications every single day, and for those who’re not altering with it you’re going to get left behind. By partnering with LPL we will be certain that our enterprise is ready to satisfy the evolving wants of our purchasers for years to return.”
LPL Govt Vice President, Enterprise Growth, Scott Posner mentioned, “We welcome Adam and his staff to the LPL group. We applaud their client-first philosophy, and we’re proud to help their mission by offering modern know-how, strong assets and strategic enterprise options designed to assist their apply thrive. We sit up for a long-lasting and profitable relationship with VFG Wealth Administration and Profit Options.”
Advisors, discover an LPL enterprise growth consultant close to you.
About LPL Monetary
LPL Monetary Holdings, Inc. (Nasdaq: LPLA) was based on the precept that the agency ought to work for the advisor, and never the opposite approach round. Immediately, LPL is a pacesetter within the markets we serve, supporting greater than 21,000 monetary advisors, together with advisors at roughly 1,100 enterprises and at roughly 500 registered funding advisor (“RIA”) companies nationwide. We’re steadfast in our dedication to the advisor-mediated recommendation mannequin and the assumption that People deserve entry to personalised steerage from a monetary advisor. At LPL, independence implies that advisors have the liberty they deserve to decide on the enterprise mannequin, companies, and know-how assets that permit them to run their good apply. And so they have the liberty to handle their consumer relationships, as a result of they know their purchasers finest. Merely put, we maintain our advisors, to allow them to maintain their purchasers.
*Worth approximated primarily based on asset and holding particulars offered to LPL from year-end 2022.
Securities and advisory companies provided by LPL Monetary LLC (“LPL Monetary”), a registered funding advisor. Member FINRA/SIPC. LPL Monetary and its affiliated corporations present monetary companies solely from america. VFG Wealth Administration & Profit Options and LPL Monetary are separate entities.
All through this communication, the phrases “monetary advisors” and “advisors” are used to check with registered representatives and/or funding advisor representatives affiliated with LPL Monetary LLC.
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