Financial Advisor

LPL Financial Welcomes Synergy Wealth Alliance

Retrieved on: 
Tuesday, February 11, 2020
Economy, Financial services, LPL Financial, Finance, Registered Investment Adviser, LPL, Financial adviser, Financial Advisor

CHARLOTTE, N.C., Feb. 11, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC , a leading retail investment advisory firm and independent broker-dealer, today announced that Synergy Wealth Alliance, including Office of Supervisory Jurisdiction (OSJ) manager and financial advisor Christopher Bordner and a team of 15 financial advisors, have joined LPL Financials broker-dealer and corporate registered investment advisor (RIA) platforms.

Key Points: 
  • CHARLOTTE, N.C., Feb. 11, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC , a leading retail investment advisory firm and independent broker-dealer, today announced that Synergy Wealth Alliance, including Office of Supervisory Jurisdiction (OSJ) manager and financial advisor Christopher Bordner and a team of 15 financial advisors, have joined LPL Financials broker-dealer and corporate registered investment advisor (RIA) platforms.
  • We are a group of advisors who are passionate about our business and about helping others, said Bordner, CEO and wealth manager at Synergy Wealth Alliance.
  • Rich Steinmeier, LPL Financial managing director and divisional president, Business Development, said, We welcome the Synergy team to LPL.
  • Synergy Wealth Alliance and LPL Financial are separate entities.

Four Bleakley Financial Partners Recognized as Best-In-State Wealth Advisors for 2020 by Forbes

Retrieved on: 
Monday, January 27, 2020
Bleakley, Magazines, LPL Financial, Financial Advisor, Periodicals, Publications

FAIRFIELD, N.J., Jan. 27, 2020 /PRNewswire/ --Forbeshas recognized four Bleakley Financial Group partners among the Best-In-State Wealth Advisors for Northern New Jersey according to its annual list that spotlights top advisors across the country.

Key Points: 
  • FAIRFIELD, N.J., Jan. 27, 2020 /PRNewswire/ --Forbeshas recognized four Bleakley Financial Group partners among the Best-In-State Wealth Advisors for Northern New Jersey according to its annual list that spotlights top advisors across the country.
  • The 2020 list for Northern NJincludes 98 advisors in the state ofNew Jersey, and Bleakley Financial advisors comprise 4 advisors in the top 50.
  • Andy Schwartz, co-founder and principal of Bleakley Financial shared, "It's a testament to the culture of our firm that we've had multiple advisors acknowledged by Forbesthis year.
  • Private Advisor Group and Bleakley Financial Group are separate entities from LPL Financial.

Wealthbox CRM Announces Participation in Schwab OpenView Gateway®

Retrieved on: 
Thursday, January 23, 2020
Exchange-traded funds, Charles Schwab Corporation, HP OpenView, Magazines, Charles Schwab, Financial Advisor, Schwab, Periodicals, Financial markets

NEW YORK and PROVIDENCE, R.I., Jan. 23, 2020 /PRNewswire-PRWeb/ --Wealthbox, a modern CRM platform for financial advisors, today announced that it has begun an integration project with Schwab Advisor Services' Schwab OpenView Gateway API integration platform for independent advisors.

Key Points: 
  • NEW YORK and PROVIDENCE, R.I., Jan. 23, 2020 /PRNewswire-PRWeb/ --Wealthbox, a modern CRM platform for financial advisors, today announced that it has begun an integration project with Schwab Advisor Services' Schwab OpenView Gateway API integration platform for independent advisors.
  • Wealthbox enables advisors and their staff to collaborate in a CRM workspace and manage client relationships with ease and efficiency.
  • The Wealthbox integration with Schwab OpenView Gateway will allow advisors using Wealthbox to see financial account details, positions, and transactions from accounts held at Schwab, all conveniently summarized on the contact record page in Wealthbox.
  • "We are pleased to welcome Wealthbox on to OpenView Gateway," said John Connor, vice president, Digital Advisor Solutions at Charles Schwab.

4L Holdings Receives Court Approval To Complete Comprehensive Financial Restructuring

Retrieved on: 
Wednesday, January 22, 2020
Teleplan, Magazines, Jefferies Group, Alvarez and Marsal, Kirkland & Ellis, Financial Advisor, Periodicals, Service companies

The confirmed Plan will provide 4L a significantly stronger balance sheet and increased financial flexibility, putting the Company on strong financial footing as it enters its next chapter.

Key Points: 
  • The confirmed Plan will provide 4L a significantly stronger balance sheet and increased financial flexibility, putting the Company on strong financial footing as it enters its next chapter.
  • "We are also well on our way to integrating Clover Wireless and Teleplan to unlock the customer value promised by the combination.
  • Kirkland & Ellis LLP is serving as 4L's legal counsel, Jefferies LLC is serving as its financial advisor and Alvarez & Marsal is serving as restructuring advisor.
  • Except to the extent required by applicable law, the Company undertakes no obligation to update or revise any forward-looking statement.

H. Beck, Inc. Bolsters Executive Talent With Appointment of Rob Costello as COO

Retrieved on: 
Wednesday, January 22, 2020
Professional services, Technology, Finance, Software, Consulting, Banking, Magazines, Costello, Financial Advisor, Periodicals, Publications, H. Beck, Inc., Kestra Financial, Inc.

H. Beck, Inc. (H. Beck), a national independent financial advisor platform, today announced the hiring of Rob Costello as Chief Operations Officer.

Key Points: 
  • H. Beck, Inc. (H. Beck), a national independent financial advisor platform, today announced the hiring of Rob Costello as Chief Operations Officer.
  • The addition of Costello is part of the firms expansive leadership transformation rooted in the pursuit of top-notch talent and industry-leading experience.
  • Having managed operations at independent broker-dealers for over 20 years, Costello is uniquely positioned to lead the operations and technology groups at H. Beck.
  • We welcome Rob to the team serving our advisors and look forward to continuing to propel the organization forward with his added guidance.

Ignition Point Partners Launches to Provide Outsourced Expertise to Enhance Advisor-Recruiting and Acquisition Platforms for Independent Broker-Dealers and Registered Investment Advisors

Retrieved on: 
Wednesday, January 22, 2020
Economy, Finance, Money, Brokerage firms, Financial markets, Registered Investment Adviser, Financial Advisor, Financial adviser, Broker-dealer, Cetera Financial Group, Steve Lockshin

Launched in 2020, Ignition Point Partners brings together more than 40 years of combined experience and knowledge between its two founders Jeff Nash and Steve Pirigyi to help independent broker-dealers and registered investment advisors more effectively recruit advisors.

Key Points: 
  • Launched in 2020, Ignition Point Partners brings together more than 40 years of combined experience and knowledge between its two founders Jeff Nash and Steve Pirigyi to help independent broker-dealers and registered investment advisors more effectively recruit advisors.
  • BridgeMark Strategies is a financial advisor-centric M&A and transition consulting firm specializing on behalf of financial advisors in evaluating broker-dealers, RIAs, custodians and aggregators.
  • BridgeMark's unique approach and expertise help advisors with the three critical criteria of their decision: Feel, Fit and Financials.
  • The Higher Line offers private coaching services to remote sales and business development professionals as well as recruitment executives at independent broker-dealers and registered investment advisors.

LPL Financial Welcomes OSJ Mike Sisco and Team

Retrieved on: 
Thursday, January 16, 2020
Finance, Money, Economy, Brokerage firms, American Express, Ameriprise Financial, LPL Financial, Registered Investment Adviser, Advisor Group, Financial adviser, Financial Advisor, Broker-dealer

CHARLOTTE, N.C., Jan. 16, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC , a leading retail investment advisory firm and independent broker-dealer, today announced that eight financial advisors have joined LPL Financials broker-dealer and corporate registered investment advisor (RIA) platforms, aligned with Office of Supervisory Jurisdiction (OSJ) manager and advisor Mike Sisco.

Key Points: 
  • CHARLOTTE, N.C., Jan. 16, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC , a leading retail investment advisory firm and independent broker-dealer, today announced that eight financial advisors have joined LPL Financials broker-dealer and corporate registered investment advisor (RIA) platforms, aligned with Office of Supervisory Jurisdiction (OSJ) manager and advisor Mike Sisco.
  • Seven advisors join from Sagepoint Financial, part of the Advisor Group network of broker-dealers, and one comes from Ameriprise Financial.
  • Read about other firms that recently joined LPL in the LPL Financial News and Media section of LPL.com.
  • LPL Financial ( https://www.lpl.com ) is a leader in the retail financial advice market and the nations largest independent broker-dealer**.

LPL Financial Welcomes Burns, Toussaint & Associates

Retrieved on: 
Wednesday, January 8, 2020
LPL Financial, Economy, Financial services, Finance, Registered Investment Adviser, LPL, Financial adviser, Financial Advisor

CHARLOTTE, N.C., Jan. 08, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC , a leading retail investment advisory firm and independent broker-dealer, today announced that financial advisors Wesley Burns and Antoine Toussaint have joined LPL Financials broker-dealer and corporate registered investment advisor (RIA) platforms, aligning with The Financial Services Network, an existing LPL large enterprise.

Key Points: 
  • CHARLOTTE, N.C., Jan. 08, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC , a leading retail investment advisory firm and independent broker-dealer, today announced that financial advisors Wesley Burns and Antoine Toussaint have joined LPL Financials broker-dealer and corporate registered investment advisor (RIA) platforms, aligning with The Financial Services Network, an existing LPL large enterprise.
  • Rich Steinmeier, LPL Financial managing director and divisional president, Business Development, said, We welcome Antoine and Wesley and their team to the LPL family.
  • LPL Financial ( https://www.lpl.com ) is a leader in the retail financial advice market and the nations largest independent broker-dealer**.
  • Burns, Toussaint & Associates and LPL Financial are separate entities.

LPL Financial Welcomes Hadel Financial Advisors

Retrieved on: 
Wednesday, December 11, 2019
Economy, Finance, Money, Registered Investment Adviser, LPL Financial, Financial adviser, Investment advisory, Financial Advisor

CHARLOTTE, N.C., Dec. 11, 2019 (GLOBE NEWSWIRE) -- LPL Financial LLC , a leading retail investment advisory firm and independent broker-dealer, today announced financial advisors Greg Hadel CFS and Sean Aikmus CFP have joined LPL Financials broker-dealer and corporate registered investment advisor (RIA) platforms.

Key Points: 
  • CHARLOTTE, N.C., Dec. 11, 2019 (GLOBE NEWSWIRE) -- LPL Financial LLC , a leading retail investment advisory firm and independent broker-dealer, today announced financial advisors Greg Hadel CFS and Sean Aikmus CFP have joined LPL Financials broker-dealer and corporate registered investment advisor (RIA) platforms.
  • If a portfolio isnt good enough for my own family and children, we dont offer it to our clients, said Hadel, who founded Hadel Financial Advisors, Inc. in 1981.
  • We think this will be a great relationship and look forward to supporting Hadel Financial Advisors for years to come.
  • Hadel Financial Advisors, Inc. and LPL Financial are separate entities.

LPL Financial Welcomes Financial Advisor Pat Gilmore

Retrieved on: 
Wednesday, December 4, 2019
LPL Financial, Economy, Financial services, Finance, Registered Investment Adviser, Financial adviser, LPL, Financial Advisor

CHARLOTTE, N.C., Dec. 04, 2019 (GLOBE NEWSWIRE) -- LPL Financial LLC , a leading retail investment advisory firm and independent broker-dealer, today announced that financial advisor Pat Gilmore CFP has joined LPL Financials broker-dealer and corporate registered investment advisor (RIA) platforms.

Key Points: 
  • CHARLOTTE, N.C., Dec. 04, 2019 (GLOBE NEWSWIRE) -- LPL Financial LLC , a leading retail investment advisory firm and independent broker-dealer, today announced that financial advisor Pat Gilmore CFP has joined LPL Financials broker-dealer and corporate registered investment advisor (RIA) platforms.
  • We welcome Pat to LPL and are proud to support his independent practice, said Rich Steinmeier, LPL Financial managing director and divisional president, Business Development.
  • LPL Financial ( https://www.lpl.com ) is a leader in the retail financial advice market and the nations largest independent broker-dealer**.
  • The views and opinions expressed by the LPL Financial Advisor may not be representative of the views of other Financial Advisors and are not indicative of future performance or success.