Financial Advisor Bob Trent and Team Join Linsco by LPL Financial

CHARLOTTE, N.C., Dec. 13, 2021 (Globe NEWSWIRE) — LPL Economic LLC declared currently that money advisor Bob Trent has joined LPL, affiliating with Linsco by LPL Economic, the firm’s employee advisor design. In signing up for, he will launch his new independent apply, Trent Wealth Management of LPL Economic. He reported possessing served close to $200 million in advisory, brokerage and retirement prepare belongings*, and joins LPL from Wells Fargo Advisors.

Bob Trent started off his vocation in company finance and marketing right before shifting to the money services marketplace in 2002. The transfer to LPL was the up coming move towards making a manufacturer and multi-generational business enterprise to provide shoppers for several years to come. With Trent Wealth Management of LPL Financial’s launch, Bob Trent will be the very first advisor in a new Linsco business office in Santa Rosa, Calif. He is joined by Senior Customer Services Associate, Anthea Maybury, and is also bringing on his son, Oliver Trent, who will faucet into LPL’s Advisor Institute to develop the team’s touch to the up coming era of shoppers.

“We used a wonderful deal of time on due diligence to obtain the greatest prosperity administration firm to provide our shoppers, both now and into the long term,” Trent stated. “LPL stood out as a very clear marketplace leader, and gives us the independence to operate our business enterprise on our possess phrases, with far more freedom to deal with portfolios as we see suit for our shoppers. We will also profit significantly from LPL’s expansive investigate and innovative technology, which permits us to operate far more quickly and successfully. We consider the simplicity of executing business enterprise at LPL will develop far more time for us to services shoppers at a higher level.”

Linsco by LPL offers extra layer of support
The Trent workforce stated they recognize the improved level of support supplied by LPL’s Linsco employee design, including the true estate sourcing and supplemental marketing assets to enable make out their website and connect far more successfully with shoppers. Linsco advisors have manufacturer autonomy and the capability to make their possess conclusions on the day by day functions inside their apply. With entry to LPL’s built-in prosperity administration platform and innovative assets, they are equipped with the resources they will need to develop differentiated ordeals for shoppers. On top of that, Linsco advisors acquire thorough turnkey support that features administrative specialist services and an professional branch administration workforce to enable support their objectives and tactic.

Scott Posner, LPL govt vice president, Organization Progress, stated, “We welcome Bob and Anthea to the Linsco relatives, and are honored they turned to LPL to enable make their best apply. We also welcome Oliver to our signature Advisor Institute software, which assists up and coming advisors get beneficial on-the-work practical experience when laying the groundwork for long-phrase expansion. At LPL, we basically consider that advisors need to provide their shoppers the way they assume is greatest, with decision and versatility in how they make their business enterprise. We will support their vision and business enterprise objectives by providing advisors with innovative abilities and business enterprise alternatives made to meet up with advisors the place they are in the evolution of their apply. We appear forward to a long-long lasting and thrilling journey with Trent Wealth Management, and are thrilled to develop the Linsco existence in Santa Rosa.”

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Inside the Linsco by LPL Economic design

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About LPL Economic:
LPL Economic (Nasdaq: LPLA) was founded on the basic principle that the firm need to operate for the advisor, and not the other way about. Currently, LPL is a leader** in the markets we provide, supporting far more than 19,000 money advisors, 800 institution-primarily based investment decision programs and 450 independent RIA companies nationwide. We are steadfast in our determination to the advisor-centered design and the belief that Americans are worthy of entry to personalized direction from a money advisor. At LPL, independence usually means that advisors have the freedom they are worthy of to select the business enterprise design, services, and technology assets that let them to operate their best apply. And they have the freedom to deal with their customer interactions, simply because they know their shoppers greatest. Simply set, we consider treatment of our advisors, so they can consider treatment of their shoppers.

*Centered on prior business enterprise and signifies belongings that would have been custodied at LPL Economic, somewhat than third-bash custodians. Claimed belongings and customer numbers have not been independently and absolutely confirmed by LPL Economic.

** Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. one Independent Broker-Dealer in the U.S (Centered on total revenues, Economic Planning magazine 1996-2021) No. one company of third-bash brokerage services to financial institutions and credit unions (2019-2020 Kehrer Bielan Analysis & Consulting Once-a-year TPM Report) Fortune five hundred as of June 2021.

Securities and advisory services provided by LPL Economic LLC, an SEC-registered broker-vendor and investment decision advisor. Member FINRA/SIPC. 

Through this conversation, the phrases “financial advisors” and “advisors” are made use of to refer to registered reps and/or investment decision advisor reps affiliated with LPL Economic LLC. We routinely disclose information and facts that could be vital to shareholders in the “Investor Relations” or “Press Releases” portion of our website.

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