Walker Covey Wealth Advisors Launches With Support of LPL Strategic Wealth Services

CHARLOTTE, N.C., Jan. 24, 2022 (Globe NEWSWIRE) — LPL Money LLC (Nasdaq:LPLA) today announced that financial advisors Andy Walker and Christian Covey have introduced a new follow, Walker Covey Wealth Advisors, as a result of affiliation with LPL Strategic Wealth Expert services design. Previously, the advisors have been element of a agency performing with around $350 million in advisory, brokerage and retirement approach belongings.* They join LPL from Commonwealth.

Based mostly in Utah County, Walker and Covey are Brigham Younger University graduates who teamed up to blend their strengths in buy to assist purchasers better have an understanding of their funds and investments. “Working jointly, we have created a robust trust in every single other. We’re both equally grounded in our philosophy and systematic processes focused on theory-primarily based investing,” claimed Walker, running lover and main executive officer.

Walker and Covey are joined by Rebecca McEntire, who will act as the new firm’s Director of Client Providers. “We are setting up a company centered on trust –trust with just about every other and trust with our clients. We’re committed to ongoing instruction, increasing our knowledge and operating tirelessly to do what’s in the greatest interest for our customers,” stated Covey, handling lover and main expense officer.

Video clip: Satisfy Andy Walker and Christian Covey

Their consumer-centric attitude led the advisors to LPL Fiscal, the place they program to mature their apply and supply shoppers with differentiated encounters. Walker and Covey recognize LPL’s built-in prosperity administration system and sturdy assets developed to assistance advisors operate a flourishing follow. Moreover, LPL’s mission to just take treatment of its advisors so they can acquire care of their consumers resonated with the Walker Covey workforce. But it was the additional layer of support offered by the LPL Strategic Prosperity Services product that cemented their conclusion to move.

Customized assistance from LPL Strategic Wealth Services
LPL Strategic Prosperity Solutions provides personalized help for daily operations and extended-time period organization management. Teams are presented with award-winning*** transition support proper from the start off, as perfectly as ongoing strategic, administrative, advertising and CFO help that enables advisors to stay focused on the enduring requires of their purchasers, culture and evolution of their follow. “LPL Strategic Wealth Services fills in the gaps so we really don’t require to fret as considerably about points like HR or keeping our website. We are still running a business, but this design allows us concentration on what we do best,” Covey said.

Walker said, “We are psyched to construct a observe in which we can present our purchasers with superior-touch support to enable minimize some of their fiscal concerns.”

Scott Posner, LPL government vice president, Business Growth, claimed, “We congratulate Andy and Christian on the start of their new agency and are honored they turned to LPL to support them build their follow. We recognize that advisors want the liberty and flexibility to provide differentiated encounters as they provide individualized economic steering. We share that sentiment, and will keep on leveraging our scale to offer you revolutionary abilities and robust wealth administration assets that supply benefit and deal with the relevant requirements of their clientele. We warmly welcome Walker Covey into the LPL local community and glance ahead to supporting their good results for years to arrive.”

Understand additional at WalkerCovey.com. Observe the crew on LinkedIn, Fb, or Twitter

Advisors, obtain an LPL company development representative near you.

About LPL Monetary:
LPL Monetary (Nasdaq: LPLA) was founded on the theory that the business must get the job done for the advisor, and not the other way all over. Nowadays, LPL is a leader** in the markets we provide, supporting additional than 19,000 economical advisors, 800 establishment-dependent financial commitment packages and 450 unbiased RIA companies nationwide. We are steadfast in our dedication to the advisor-centered model and the belief that Americans should have entry to personalized steering from a fiscal advisor. At LPL, independence means that advisors have the independence they should have to pick out the business enterprise design, solutions, and technological know-how sources that allow for them to run their ideal practice. And they have the independence to handle their client relationships, simply because they know their clientele ideal. Just set, we choose treatment of our advisors, so they can choose care of their purchasers.

* Worth approximated based on asset and holding specifics presented to LPL from the 12 months 2021

** Top rated RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Vendor in the U.S (Dependent on complete revenues, Monetary Organizing magazine 1996-2021) No. 1 provider of 3rd-bash brokerage providers to banks and credit rating unions (2020-2021 Kehrer Bielan Research & Consulting Yearly TPM Report) Fortune 500 Firm as of June 2021

*** 2021 WealthManagment.com Award Winner, Custodian- Changeover Help

Securities and advisory expert services made available via LPL Monetary LLC, an SEC-registered broker-seller and financial commitment advisor. Member FINRA/SIPC. 

All through this interaction, the conditions “financial advisors” and “advisors” are employed to refer to registered associates and/or expense advisor representatives affiliated with LPL Economical LLC. We routinely disclose details that may well be significant to shareholders in the “Investor Relations” or “Press Releases” portion of our website.

Walker Covey Wealth Advisors and LPL Economic are individual entities.

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