LPL Financial

PEEK WEALTH is proud to announce the newest addition to its financial team, Brett Elliott, formally of Edward Jones

Retrieved on: 
Giovedì, Maggio 9, 2024
LPL Financial, DBA, Edward Jones, Golden State, PEEK, Associate, Golden, Financial plan, LPL, Financial adviser

He later became a financial advisor in 2020 with Edward Jones and managed wealth for executives, business owners and individuals.

Key Points: 
  • He later became a financial advisor in 2020 with Edward Jones and managed wealth for executives, business owners and individuals.
  • It was at Edward Jones where Mr. Elliott established a relationship with Justin Peek, CEO and Founder of PEEK WEALTH.
  • “I'm pleased to welcome Brett to the PEEK WEALTH family,” says Justin Peek, “he brings valuable insight and experience to the table.
  • As a financial advisor with PEEK WEALTH, Brett Elliott will continue to work with individuals to help them pursue their financial goals.

LPL Financial Closes Acquisition of Crown Capital Securities

Retrieved on: 
Mercoledì, Maggio 8, 2024
LPL Financial, SAN, Acquisition, LPL, Strategic management, Financial adviser

SAN DIEGO, May 08, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial” or “LPL”) announced it has closed its acquisition of the wealth management business of Crown Capital Securities, L.P. (“Crown Capital” or “Crown”) a full-service broker-dealer and registered investment advisor (“RIA”) headquartered in Orange County, California.

Key Points: 
  • SAN DIEGO, May 08, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial” or “LPL”) announced it has closed its acquisition of the wealth management business of Crown Capital Securities, L.P. (“Crown Capital” or “Crown”) a full-service broker-dealer and registered investment advisor (“RIA”) headquartered in Orange County, California.
  • "We continue to be impressed with Crown Capital's growth mindset and deep commitment to the value of independence for financial advisors," said Rich Steinmeier, LPL Financial managing director and divisional president, Business Strategy & Growth.
  • "Through LPL's advisor-first focus and by leveraging our innovative platform and specialized services, the high-performing advisors at Crown Capital Securities are even better positioned to scale their thriving businesses."
  • “Since the inception of Crown Capital Securities, our ambition has been to offer best-in-class experiences to our advisors built upon our unique family culture and their clients while sustainably growing our business for the future,” said Jonathan L. French, Crown Capital president and chief marketing officer.

Thimble Island Private Wealth Launches With Support From LPL Strategic Wealth Services

Retrieved on: 
Martedì, Maggio 7, 2024
CRPC, LPL Financial, CFO, SW, Business development, Entrepreneurship, Penn Mutual, Freedom, Culture, SAN, LPL, Financial adviser

SAN DIEGO, May 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Logan Reed, CFP®, CEPA®, CIMA®, CLU®, AIF®, James “Jim” English III, Michael Allegra Jr., CRPC, and Matthew Fleming, CFP®, have launched a new independent practice, Thimble Island Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .

Key Points: 
  • SAN DIEGO, May 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Logan Reed, CFP®, CEPA®, CIMA®, CLU®, AIF®, James “Jim” English III, Michael Allegra Jr., CRPC, and Matthew Fleming, CFP®, have launched a new independent practice, Thimble Island Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .
  • Based in New Haven, Conn., the quartet of experienced advisors share a commitment to providing personalized, concierge-level service to their clients.
  • The 2024 Forbes Best-In-State Wealth Management Team takes a collective approach to help ensure that each client receives hands-on attention for their unique financial needs.
  • We look forward to supporting Thimble Island Private Wealth for years to come.”

OneTrust Announces Keynote Speaker Lineup and Sessions for TrustWeek 2024

Retrieved on: 
Lunedì, Aprile 29, 2024
IAPP, LPL Financial, Learning, Risk, Responsibility, Certification, Generation Investment Management, AI, Adobe, McEvilly, Consent, Artificial intelligence, Intelligence, Privacy, Harman International, OneTrust, Chief, Trust, Performance management, Security, Ethics, Organization, LPL

ATLANTA, April 29, 2024 /PRNewswire/ -- OneTrust, the market-defining leader for trust intelligence, today announced the keynote and speaker lineup for its annual customer and partner event, TrustWeek, taking place May 20-22, 2024, in Austin, Texas. This year's event will host leaders and luminaries, trust experts and practitioners, customers, and partners to explore critical initiatives across first-party data; data and AI innovation; third-party, data, IT, and enterprise risks; and the complex regulatory landscape.

Key Points: 
  • See speakers from Generation Investment Management, Novartis, Match Group, Adobe, and more on the TrustWeek stage
    ATLANTA, April 29, 2024 /PRNewswire/ -- OneTrust, the market-defining leader for trust intelligence , today announced the keynote and speaker lineup for its annual customer and partner event, TrustWeek , taking place May 20-22, 2024, in Austin, Texas.
  • "With TrustWeek, our mission is to bring together experts in data privacy, responsible AI, security and risk, and ethics and compliance to help move the trust industry forward," said Lisa Campbell, Chief Marketing Officer at OneTrust.
  • Therefore, it's more critical than ever to provide this forum to uncover insights, share experiences, and strategize best practices.
  • TrustWeek 2024 offers a robust agenda delivering expert insight and actionable learnings to help organizations navigate trends in the fast-evolving trust landscape.

Kristy Motta, of Beaverton, Oregon-based Consolidated Financial Management, has been recognized in Forbes Best-in-State Wealth Advisors list for the third consecutive year

Retrieved on: 
Martedì, Aprile 16, 2024
Consolidated, LPL Financial, Happiness, Financial adviser

SOUTH COAST METRO, Calif., April 16, 2024 (GLOBE NEWSWIRE) -- Kristy Motta of Consolidated Financial Management has been recognized by Forbes as one of the top advisors in Oregon in the Forbes Best-in-State Wealth Advisors list for 2024.

Key Points: 
  • SOUTH COAST METRO, Calif., April 16, 2024 (GLOBE NEWSWIRE) -- Kristy Motta of Consolidated Financial Management has been recognized by Forbes as one of the top advisors in Oregon in the Forbes Best-in-State Wealth Advisors list for 2024.
  • Kristy has made the list for three consecutive years, as well as additional top list recognitions such as Forbes Best-in-State Women Advisors and Top Women Advisors lists.
  • “It is an honor to receive such recognition and position ourselves among Oregon’s most elite advisors,” says Kristy Motta.
  • To learn more about Kristy Motta and Consolidated Financial Management, visit www.cfmplanners.com .

LPL Financial Welcomes Advisor Philip Nation

Retrieved on: 
Lunedì, Aprile 15, 2024
Education, LPL Financial, Raleigh, North Carolina, Ameriprise Financial, Love, Business development, Insurance, Nation, Growth, RIA, Friends, Retirement, LPL, SAN, Financial adviser

SAN DIEGO, April 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Philip Nation, CFP®, ChFC™, CLU®, has joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Founders Financial Alliance.

Key Points: 
  • SAN DIEGO, April 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Philip Nation, CFP®, ChFC™, CLU®, has joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Founders Financial Alliance.
  • He reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise Financial.
  • His due diligence process led him to Founders Financial Alliance and LPL Financial.
  • LPL is a great partner supporting our growth.”
    Scott Posner, LPL Executive Vice President, Business Development, added, “We welcome Phil to LPL and congratulate Founders Financial Alliance on its continued growth.

Kinecta Federal Credit Union Moves its Wealth Management Program to Ameriprise Financial

Retrieved on: 
Mercoledì, Aprile 10, 2024
Finance, Banking, Professional Services, Asset Management, Insurance, Kinecta Federal Credit Union, LPL Financial, Partnership, Financial institution, Digital, AMP, LPL, Financial adviser

Ameriprise Financial (NYSE: AMP) today announced Kinecta Federal Credit Union, a member-owned financial institution, will transition the support of Kinecta Wealth Management from LPL Financial to the Ameriprise Financial Institutions Group (AFIG).

Key Points: 
  • Ameriprise Financial (NYSE: AMP) today announced Kinecta Federal Credit Union, a member-owned financial institution, will transition the support of Kinecta Wealth Management from LPL Financial to the Ameriprise Financial Institutions Group (AFIG).
  • Kinecta Wealth Management includes approximately 20 financial advisors with more than $2 billion in assets with offices in California and New York.
  • “Our new partnership with Ameriprise Financial allows us to offer an elevated level of service backed by powerful digital tools and technology to help our clients achieve their goals with greater confidence,” said Donna McNeely, President of Kinecta Financial Management Company.
  • “The team at Kinecta is deeply rooted and well respected in the communities they serve – and they saw an opportunity to make an even bigger impact on clients’ lives in partnership with Ameriprise,” said Jay McAnelly, Group Vice President, Ameriprise Financial Institutions Group.

Seven Bleakley Financial Group Advisors Named Among Forbes Best-in-State 2024 List

Retrieved on: 
Mercoledì, Aprile 24, 2024
LPL Financial, Bleakley, Research, Culture, Principal, Professional, Multimedia, Telephone, Partner, Financial adviser

FAIRFIELD, N.J., April 24, 2024 /PRNewswire/ -- Forbes has recognized seven Bleakley Financial Group advisors among the Best-In-State Wealth Advisors according to its annual list that spotlights top advisors across the country.

Key Points: 
  • FAIRFIELD, N.J., April 24, 2024 /PRNewswire/ -- Forbes has recognized seven Bleakley Financial Group advisors among the Best-In-State Wealth Advisors according to its annual list that spotlights top advisors across the country.
  • The 2024 list for Northern NJ includes 179 advisors in the state of New Jersey, and Bleakley Financial Advisors comprise four of the top 25.
  • Michael Axelrod, Principal of Bleakley Financial shared, "We are so proud of the culture of independence and excellence that we have built at Bleakley Financial Group.
  • Advisors associated with Bleakley Financial Group, LLC may be: (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, (2) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC and investment advisor representatives of Bleakley Financial Group, LLC; or (3) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial.

Jeannette Kuda Joins TIFIN AG as Chief Operating Officer

Retrieved on: 
Mercoledì, Aprile 24, 2024
LPL Financial, AI, Trust, Growth, Senior, TIAA, Trust Company, Algorithm, LPL

BOULDER, Colo. and NEW YORK, April 24, 2024 /PRNewswire/ -- TIFIN, a leading AI and innovation platform for wealth, announces the appointment of Jeannette Kuda, as Chief Operating Officer of its TIFIN AG platform. She will be responsible for overseeing the day-to-day business management of the company as well as defining and implementing new growth strategies.

Key Points: 
  • BOULDER, Colo. and NEW YORK, April 24, 2024 /PRNewswire/ -- TIFIN , a leading AI and innovation platform for wealth, announces the appointment of Jeannette Kuda, as Chief Operating Officer of its TIFIN AG platform.
  • Jeannette Kuda joins TIFIN AG as Chief Operating Officer to lead the firm's next stage of growth.
  • Kuda joins TIFIN AG from LPL Financial where she served as Senior Vice President and COO of Wealth Management Solutions.
  • "I am thrilled to join TIFIN AG and work alongside such a talented team," said Jeannette Kuda, COO of TIFIN AG.

Rob Pettman Joins TIFIN as Chief Revenue Officer and President to Accelerate Growth Across Its Wealth Portfolio

Retrieved on: 
Martedì, Aprile 16, 2024
Intelligence, LPL Financial, Insurance, Research, LPL, Growth, AI, Management

BOULDER, Colo. and NEW YORK, April 16, 2024 /PRNewswire/ -- TIFIN, a leading AI and innovation platform for wealth, announces the appointment of Rob Pettman as its Chief Revenue Officer and President. In his new role, Pettman will report directly to TIFIN's Founder and CEO, Dr. Vinay Nair.

Key Points: 
  • BOULDER, Colo. and NEW YORK, April 16, 2024 /PRNewswire/ -- TIFIN , a leading AI and innovation platform for wealth, announces the appointment of Rob Pettman as its Chief Revenue Officer and President.
  • With a proven track record of leadership and success in the financial services sector, Pettman brings a wealth of experience and expertise to TIFIN.
  • He joins the company from LPL Financial, where he was Executive Vice President of Wealth Management Solutions.
  • In his role as Chief Revenue Officer and President, Pettman will oversee revenue generation strategies, forge strategic partnerships, and drive the company's growth initiatives across TIFIN's companies.