CHARLOTTE, N.C., Nov. 23, 2021 (Globe NEWSWIRE) — LPL Fiscal LLC announced currently that the newly rebranded Clearview Wealth Companions has joined LPL Financial’s broker-dealer, corporate registered investment decision advisor (RIA) and custodial platforms. They are aligned with The Fiscal Providers Community, an current LPL massive company. The Clearview crew reported owning served around $500 million in advisory, brokerage and retirement approach property*. They be part of from Lincoln Fiscal Advisors.
Clearview Wealth Companions is a total-service prosperity administration business that mainly serves organization entrepreneurs, corporate executives and experienced athletes. The crew is led by running partners and cofounders Invoice Roland ChFC, CLU, and Jim Westermeyer, who are joined by fellow economic advisors Ashley Sawyer and Mike Lemas and a 4 member office support staff members. They operate out of 3 workplaces centered in Petaluma and Pleasanton, Calif., and Scottsdale, Ariz.
The team’s fiduciary responsibility and dedication to delivering differentiated client service led them to obtain new partners in LPL and The Community. “We are enthusiastic to transfer to a entirely impartial system with LPL’s strong digital technologies, combined with The Network’s local support and supplemental means. We consider our clientele will profit from an increased practical experience proper out of the gate with a solitary portal to entry account data, alongside with total transparency,” Roland mentioned.
Westermeyer extra, “We are enthusiastic to start our new name and manufacturer, with the Clearview name denoting transparency. This transfer assures our clientele will have revolutionary equipment and means accessible to them. We look forward to rising our exercise and aiding clientele make great choices all over their economic health, investment decision administration, estate setting up, general hazard administration, organization continuity setting up, employee rewards and corporate retirement designs.”
Christopher Mercado, running partner and chief investment decision strategist with The Fiscal Providers Community, said, “As the demands of more subtle prosperity administration companies maximize, The Network’s organization model carries on to appeal to leading workplaces throughout the country. We are delighted to welcome Jim, Invoice and the prolonged crew at Clearview Wealth Companions, as we look forward to performing collectively to elevate their client practical experience as a result of our collective partnership with LPL Fiscal.”
Scott Posner, LPL govt vice president, Organization Enhancement, said, “We welcome Jim, Invoice, Ashley and Mike to LPL, and congratulate The Community for rising its neighborhood of excellent advisors. We are honored that the Clearview crew acknowledged LPL’s stability to serve as a lengthy-expression partner for their business and clientele. We continue to be committed to investing in our advisors’ organizations to supply differentiated capabilities, built-in technologies and revolutionary options intended to assist them thrive. We look forward to a lengthy-long lasting romantic relationship with Clearview Wealth Companions.”
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About LPL Fiscal
LPL Fiscal (Nasdaq: LPLA) was started on the basic principle that the business should perform for the advisor, and not the other way all over. Now, LPL is a leader** in the marketplaces we serve, supporting more than 19,000 economic advisors, 800 establishment-centered investment decision systems and 450 impartial RIA companies nationwide. We are steadfast in our dedication to the advisor-centered model and the belief that Individuals are worthy of entry to personalised steerage from a economic advisor. At LPL, independence means that advisors have the independence they are worthy of to opt for the organization model, companies, and technologies means that allow for them to run their perfect exercise. And they have the independence to take care of their client relationships, mainly because they know their clientele greatest. Just set, we take care of our advisors, so they can take care of their clientele.
** Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Unbiased Broker-Vendor in the U.S (Based on complete revenues, Fiscal Preparing magazine 1996-2021) No. 1 provider of third-get together brokerage companies to banking companies and credit history unions (2020-2021 Kehrer Bielan Investigation & Consulting Annual TPM Report) Fortune 500 as of June 2021
*Based on prior organization and represents property that would have been custodied at LPL Fiscal, relatively than third-get together custodians. Noted property and client figures have not been independently and entirely confirmed by LPL Fiscal.
Securities and advisory companies supplied as a result of LPL Fiscal LLC, an SEC- registered broker-dealer and investment decision advisor. Member FINRA/ SIPC
Throughout this interaction, the conditions “financial advisors” and “advisors” are made use of to refer to registered reps and/or investment decision advisor reps affiliated with LPL Fiscal LLC. We routinely disclose data that may be significant to shareholders in the “Investor Relations” or “Press Releases” segment of our web page.
Clearview Wealth Companions, The Fiscal Providers Community and LPL Fiscal are individual entities.
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