Duas equipes de consultores se juntam ao canal de funcionários da LPL

Chris Corcoran, um Merrill Lynch, e Matt Jackson e Adam Callender, que eram afiliados à Truist, estão se juntando à Linsco...

Conselheiros LPL Matt Jackson, Tiffany Nessmith e Adam Callender do Jackson Callender Group Wealth Management

Os consultores atendem a um total de US$ 275 milhões em ativos de clientes.

Duas equipes de consultores financeiros estão se tornando funcionários da LPL Financial.

Chris Corcoran, consultor da Merrill Lynch em Houston, e Matt Jackson e Adam Callender, que eram afiliados à Truist no nordeste da Flórida, estão se juntando à Linsco. Corcoran administra US$ 130 milhões em ativos de clientes, e Jackson e Callender administram US$ 145 milhões.

Como conselheiros da Linsco, os três recebem todos os benefícios de ser um funcionário da LPL junto com a autonomia para gerenciar suas próprias práticas, disse Scott Posner, vice-presidente executivo de desenvolvimento de negócios da LPL.

“At LPL, we understand that advisors want the freedom and flexibility to provide personalized financial guidance and differentiated service experiences,” Posner said in a statement. “We are deeply committed to supporting them with integrated capabilities, robust resources and business solutions designed to help their practice thrive.”

Corcoran and his firm, Memorial Financial Advisors, will be the first tenants in a new Linsco office in Houston. With 25 years in financial services, Corcoran primarily works with oil and gas engineers.

“I found that many people don’t have the experience or inclination to create a plan for their financial future, but with the right guidance and processes in place, they are better prepared to send their children to college, retire comfortably and distribute wealth to the next generation,” he said in the statement.

Corcoran wanted to be a W2 employee to avoid worrying about things like real estate or running a business, but keep the flexibility to run his own practice, he said. “Linsco combines the best of both worlds. I’ve always said I’m going to do what’s best for my clients and ensure they have great experiences, and this move supports that mission.”

Jackson and Callender have worked together since 2006 and shifted from the mortgage industry to wealth management in 2010. The advisors specialize in retirement planning, investment solutions and risk management solutions. Their firm, Jackson Callender Group Wealth Management, includes registered client service associate Tiffany Nessmith.

Callender echoed Corcoran’s sentiment about joining Linsco, calling it a “nice blend” of what they were looking for.

“[Linsco] empowers us to make our own decisions, while also giving us a technology upgrade, easier processes and dedicated support to help with operations so we can keep focus on helping our clients,” he said in a statement.

[More: LPL shares remain analyst’s top pick in 2023]

Saiba mais sobre reimpressões e licenciamento neste artigo.

Duas equipes de consultores financeiros estão se tornando funcionários da LPL Financial.

Source: https://www.investmentnews.com/two-teams-of-advisors-join-lpl-employee-channel-233010

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