LPL Financial, Inc Advisors Welcome First Hope Wealth Management

CHARLOTTE, N.C., March 02, 2022 (Globe NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) today declared that the 1st Hope Prosperity Administration staff from the financial investment application located at First Hope Bank has joined LPL’s Institution Companies platform, aligned with the Independent Community of Consultants & Advisors (INC Advisors), an enterprise that supports LPL-affiliated advisors. The program’s monetary specialists noted getting served somewhere around $195 million in brokerage, advisory and retirement prepare property*. They were beforehand affiliated with Raymond James.

Headquartered in Andover, N.J., First Hope Prosperity Management presents a vast range of economic solutions to people today and enterprises, including payment-based detailed economical information as nicely as estate and belief arranging. Senior Vice President and Director of Wealth Administration Edward F. Walker, Jr. leads the expense program—which he began 26 decades ago—and is joined by fellow financials advisors Daniel Klippel, Sarah Kayal and Steven K. Lyons. With each other, this close-knit group has more than 40 a long time of put together money solutions working experience.

The LPL and INC Advisors Appeal

Seeking to maximize performance, achieve larger products entry and get guidance from a dedicated establishment aid staff, Initial Hope Prosperity Administration turned to LPL and INC Advisors to launch the future chapter of their company. “By aligning with LPL and INC Advisors, we can make use of a vast wide range of sources, ones that can assist us make our exercise and ultimately greatly enhance the way we provide our clientele,” Walker explained. “We genuinely treatment about our purchasers and their money effectively-being, so we’re thrilled to have companions that will aid us present a extensive range of retirement and expenditure services to lender clients, as properly as folks and businesses.”

The truth that INC Advisors is located nearby in Paramus, N.J., was a further big attract. “Having a area group by our facet to support us will develop into extremely handy as we look to broaden our books,” Walker explained. “Our plans are to broaden and expand, and we believe that we have not even scratched the surface area of the scope of work we can do inside of this terrific community.”

INC Advisors Founder Richard Dragotta, mentioned, “We are thrilled to welcome Ed, Daniel, Sarah, Steven and the whole 1st Hope Prosperity Administration application to our network. As a New Jersey-centered organization, we’re on the lookout ahead to delivering Ed and his crew with assistance on a neighborhood amount, and to cultivating a solid partnership with them.”

Ken Hullings, LPL senior vice president and head of company and establishment recruiting, claimed, “We prolong a heat welcome to the First Hope Wealth Management staff and congratulate INC Advisors for increasing its community with this seasoned team of advisors. We are honored that Ed and his colleagues selected LPL Establishment Expert services as a strategic partner to assist their organization aspirations. LPL has prolonged been fully commited to supporting its establishments by delivering obtain to ground breaking technology, strategic consultative aid and committed provider working experience that can help their company stand out and deliver value to the two their advisors and clientele. We look ahead to supporting the complete First Hope Prosperity Management staff in this interesting new chapter.”

Advisors, find an LPL organization growth representative near you.

About LPL Fiscal
LPL Financial (Nasdaq: LPLA) was founded on the basic principle that the organization should perform for the advisor, and not the other way all around. Nowadays, LPL is a chief** in the marketplaces we provide, supporting much more than 19,000 monetary advisors, 800 establishment-based mostly expenditure applications and 450 impartial RIA firms nationwide. We are steadfast in our determination to the advisor-centered product and the belief that People should have obtain to personalized advice from a economic advisor. At LPL, independence signifies that advisors have the freedom they deserve to choose the company design, companies, and technology resources that permit them to operate their perfect follow. And they have the freedom to deal with their consumer relationships, simply because they know their customers greatest. Simply set, we consider treatment of our advisors, so they can take care of their clientele.

*Value approximated based mostly on asset and holding specifics supplied to LPL from the year 2021

**Top rated RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Seller in the U.S (Based mostly on full revenues, Money Organizing journal 1996-2021) No. 1 company of 3rd-party brokerage products and services to financial institutions and credit score unions (2020-2021 Kehrer Bielan Exploration & Consulting Annual TPM Report) Fortune 500 as of June 2021

Securities and advisory solutions made available by LPL Economical LLC, an SEC-registered broker-dealer and financial investment advisor. Member FINRA/ SIPC. Coverage products and solutions are offered by means of LPL or its certified affiliate marketers. Initially Hope Lender and First Hope Prosperity Management are not registered as a broker-supplier or investment advisor. Registered associates of LPL present merchandise and solutions applying 1st Hope Wealth Administration, and may possibly also be workers of First Hope Financial institution. These goods and services are staying supplied through LPL or its affiliates, which are independent entities from, and not affiliate marketers of First Hope Wealth Management. Securities and insurance coverage made available via LPL or its affiliates are:

  • Not Insured by FDIC or Any Other Governing administration Company
  • Not Bank Certain
  • Not Financial institution Deposits or Obligations
  • May perhaps Get rid of Price

Throughout this conversation, the conditions “financial advisors” and “advisors” are utilized to refer to registered representatives and/or investment decision advisor associates affiliated with LPL Fiscal LLC. We routinely disclose information that may perhaps be essential to shareholders in the “Investor Relations” or “Press Releases” segment of our web site.

Initial Hope Wealth Management and LPL Financial are separate entities.

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Media Contact:
Shannon Greene
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