CHARLOTTE, N.C., Sept. 07, 2021 (Globe NEWSWIRE) — LPL Money LLC declared now that Corpus Christi Money Group has joined LPL Financial’s broker-dealer, corporate registered financial commitment advisor (RIA) and custodial platforms. The advisors claimed possessing served somewhere around $four hundred million in advisory, brokerage and retirement prepare belongings*. They sign up for LPL from Voya, which was just lately obtained by Cetera.
Led by managing lover Cory Summers CFP®, the Corpus Christi, Texas-primarily based staff includes of fiscal advisors Kurt Emerick CFP®, Jim Mailhes CFP®, Alan Canine CPA, Justin Martinez and Ava “Diane” Smith, as properly as two certified assistants and 5 office environment help team users. “With no minimums or profits degree demands, we perform with a numerous group of tricky-doing work men and women searching to simplify their sophisticated fiscal lives,” Summers stated. “We develop private associations with each individual customer, and are targeted on fiscal training to support them comprehend the ‘why’ driving the tactics and strategies we place in put.”
Considering that Summers acquired Corpus Christi Money Group in 2013, the observe has developed considerably in measurement. Their advancement trajectory, coupled with the actuality that their former business was obtained, prompted the staff to discover a new wealth administration lover. “We needed a put we can get in touch with ‘home’ for the lengthy-expression somewhere we can concentrate on shoppers and not get worried about the up coming adjust,” Summers stated. “After in depth because of diligence, the total staff determined that LPL would be the most effective lover to support us deliver our shoppers with ground breaking technology options that permits them to aggregate, prepare and observe all of their fiscal features in a single put.”
As the organization carries on to develop, Summers also thinks LPL helps place them in the most effective posture to grow and bring in new advisors to the staff. From Working day 1, Summers will tap into the firm’s top quality customer plan made available by M&A Methods, as properly as the Assurance System to make sure organization continuity in the occasion of an unplanned exit. He said, “We want to lover with retiring advisors to keep on their legacy, and also make sure that our shoppers receive continuous assistance and help. Due to the fact ultimately, it is all about them.”
Scott Posner, LPL govt vice president, Enterprise Growth, said, “We warmly welcome Cory and the total Corpus Christi staff to the LPL spouse and children. We are honored they acknowledged the worth of partnering with LPL as they take methods to develop differentiated experiences for their shoppers and create a lengthy-expression prepare for their organization. We can lover with them in a wide variety of techniques, which include earning worth-include tactics like M&A additional economical and price tag helpful. We seem forward to supporting Corpus Christi Money Group for several a long time to appear as they perform to construct a additional productive and sustainable observe.”
Go through about other firms that just lately joined LPL in the LPL Money Information and Media part of LPL.com.
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About LPL Money
LPL Money (Nasdaq: LPLA) was established on the basic principle that the business really should perform for the advisor, and not the other way close to. Today, LPL is a leader** in the marketplaces we provide, supporting additional than 19,000 fiscal advisors, 800 establishment-primarily based financial commitment systems and 450 unbiased RIA firms nationwide. We are steadfast in our commitment to the advisor-centered design and the perception that Individuals have earned obtain to objective steering from a fiscal advisor. At LPL, independence implies that advisors have the liberty they have earned to opt for the organization design, services, and technology means that let them to operate their excellent observe. And they have the liberty to deal with their customer associations, due to the fact they know their shoppers most effective. Simply place, we take care of our advisors, so they can take care of their shoppers.
** Best RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Dealer in the U.S (Based mostly on whole revenues, Money Arranging journal 1996-2021) No. 1 service provider of 3rd-party brokerage services to banking companies and credit unions (2020-2021 Kehrer Bielan Exploration & Consulting Yearly TPM Report) Fortune 500 as of June 2021
*Based mostly on prior organization and signifies belongings that would have been custodied at LPL Money, rather than 3rd-party custodians. Reported belongings and customer numbers have not been independently and entirely confirmed by LPL Money.
Securities and advisory services made available by way of LPL Money LLC, an SEC– registered broker-dealer and financial commitment advisor. Member FINRA/ SIPC
Throughout this interaction, the conditions “financial advisors” and “advisors” are employed to refer to registered reps and/or financial commitment advisor reps affiliated with LPL Money LLC. We routinely disclose data that may well be vital to shareholders in the “Investor Relations” or “Press Releases” part of our web-site.
Corpus Christi Money Group and LPL Money are independent entities.
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Media Get hold of:Lauren Hoyt-Williams(980) 321-1232
Resource: LPL Money Holdings, Inc.