LPL Financial Welcomes Shunyia & Co. Private Wealth Advisors

CHARLOTTE, N.C., Oct. 18, 2021 (Globe NEWSWIRE) — LPL Fiscal LLC (Nasdaq: LPLA) announced now that economical advisor Peter Shunyia, CFP^® has joined LPL Fiscal to launch his independent economical exercise, Shunyia & Co. Non-public Prosperity Advisors. He noted having served close to $a hundred and fifty million in advisory and retirement prepare belongings*. He joins LPL from Merrill Lynch.

Shunyia, a lifelong Michigan resident, operates his exercise in Troy, Mich., with the assist of three business team members. He has twenty a long time of knowledge outlining economical methods for his customer foundation of large-net-worth men and women, doctors, retirees and company homeowners. Shunyia takes satisfaction in his meticulous and personalized method to economical tips, which incorporates complete tips, chance analysis and economical scheduling. “As an knowledgeable advisor, I perform to realize my clients’ concerns and ambitions, completely describe my tips and give remarkable treatment and services,” reported Shunyia, who enjoys spending his time exterior of perform with his relatives, fly fishing and volunteering for conservation initiatives.

Wanting to provide his clients’ best pursuits, broaden investment decision decisions and take more command of his company, he chose to companion with LPL and align with America Group Retirement Strategy Facilities, a significant business that supports LPL-affiliated advisors. “With the strong means, modern solutions and a extensive-reaching advisor network of a Fortune five hundred corporation, LPL is the appropriate residence for my economical exercise,” Shunyia reported. “The corporation presents almost everything that my purchasers and I are wanting for — from built-in technological know-how to economical scheduling equipment. We also have the additional layer of assist from America Group to give the infrastructure and assist to allow me to do what I was performing in a wirehouse ecosystem without having missing a conquer. Most importantly, this shift lets me to concentration totally on using treatment of my clients’ wants.”

Joe Ruzycki, president and CEO of America Group Retirement Strategy Facilities, “We are enthusiastic to welcome Peter as the 95^th economical advisor to be part of our growing business. We consider his prosperity of business information, put together with our powerful assist and LPL’s strong platform, will assistance Peter set up a prosperous independent exercise and stand out from the levels of competition. It has been an complete enjoyment getting to know Peter and encouraging him with the changeover and we look ahead to our extensive-lasting partnership.”

Scott Posner, LPL executive vice president, Company Progress, stated, “We prolong a warm welcome to Peter and congratulate him on launching his new independent exercise. Advisors are at the centre of almost everything we do, and we repeatedly make investments in modern capabilities to give them with differentiated assist and means. We are proud to supply advisors with prosperity administration solutions and company solutions made to assistance established them win in their sector and insert value for purchasers. We congratulate America Group on growing its network of excellent advisors and look ahead to supporting Shunyia & Co. Non-public Prosperity Advisors for a long time to occur.”

Read about other companies that not long ago joined LPL in the LPL Fiscal News and Media part of LPL.com.

Advisors, locate an LPL company development representative near you.

About LPL Fiscal
LPL Fiscal (Nasdaq: LPLA) was founded on the theory that the company really should perform for the advisor, and not the other way about. Currently, LPL is a chief** in the markets we provide, supporting more than 19,000 economical advisors, 800 establishment-based mostly investment decision packages and 450 independent RIA companies nationwide. We are steadfast in our motivation to the advisor-centered model and the belief that People are entitled to accessibility to objective advice from a economical advisor. At LPL, independence suggests that advisors have the independence they are entitled to to select the company model, services, and technological know-how means that make it possible for them to run their fantastic exercise. And they have the independence to take care of their customer interactions, because they know their purchasers best. Simply just set, we take treatment of our advisors, so they can take treatment of their purchasers.

** Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Unbiased Broker-Dealer in the U.S (Based mostly on complete revenues, Fiscal Setting up magazine June 1996-2020) No. one company of 3rd-bash brokerage services to banking companies and credit history unions (2020-2021 Kehrer Bielan Investigation & Consulting Once-a-year TPM Report) Fortune five hundred as of June 2021

*Based mostly on prior company and represents belongings that would have been custodied at LPL Fiscal, alternatively than 3rd-bash custodians. Noted belongings and customer figures have not been independently and fully verified by LPL Fiscal.

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

Through this conversation, the conditions “financial advisors” and “advisors” are utilized to refer to registered representatives and/or investment decision advisor representatives affiliated with LPL Fiscal LLC. We routinely disclose information and facts that might be essential to shareholders in the “Investor Relations” or “Press Releases” part of our internet site.

America Group Retirement Strategy Facilities, Shunyia & Co. Non-public Prosperity Advisors and LPL Fiscal are separate entities.

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