LPL Financial, Synergy Wealth Alliance Welcome Two New Financial Advisors

CHARLOTTE, N.C. , Feb. 15, 2022 (Globe NEWSWIRE) — LPL Financial LLC (Nasdaq: LPLA) announced these days that financial advisors Man Blakey, CFP® and Karl Willard, CFP® have joined LPL Financial’s broker-seller, company registered expenditure advisor (RIA) and custodial platforms, aligned with Synergy Wealth Alliance, an existing LPL firm. The advisors described to LPL that they served about $320 million in advisory, brokerage and retirement approach belongings,* and they be part of from Securities America, section of the Advisor Team network of broker-sellers.

Blakey and Willard satisfied in 1986 operating for the same employer. In about a yr, the pair – equally passionate about their perform – remaining to uncovered 1st Financial Counselors, the place they expended decades advising their shared customers collaboratively. With a concentration on holistic money tips and prosperity management companies, the shut-knit crew, primarily based in Altamonte Springs, Fla., aims to give comprehensive and individualized fiscal suggestions for their consumers, a lot of of whom have been with them for decades. They are joined by Connie Memory, their business office supervisor of above 30 a long time, and Emily Rosenbaum, their administrative coordinator.

“A very good variety of our clients have been with us given that we first opened our doors over three a long time ago,” stated Blakey. Willard additional, “They’ve grown ideal together with us, and Dude and I want to, above all else, be a catch-all useful resource for them as they shift in the course of the various stages of their lives.”

The advisors selected to align with LPL and Synergy to build a enterprise continuity plan to assist better serve their shoppers now and in the future. “We understood that this was the right shift for us as quickly as we fulfilled the group at Synergy. The synchronous culture, the character of the advisors, and their way of undertaking business enterprise in shape us correctly – and additional importantly, we felt our purchasers would gain from the changeover,” Willard said. “With LPL’s seamless technologies and operations, we were being certain in our belief that this go would aid us to improved deliver for and provide our consumers in the very long operate. We price them enormously and want to be certain that they are taken treatment of for generations to occur.”

Chris Bordner, Synergy Wealth Alliance CEO, said: “We couldn’t be happier to grow our staff with the additions of Male and Karl. Our identify – Synergy – signifies our determination to working as a tight-knit, large-efficiency group with differentiated strengths, abilities and assets – presenting a greater level of service to our customers and making bigger outcomes than we would singularly. Karl and Man are an exceptional addition to this society, and we are proud to provide them a area wherever they can grow equally as a team and draw on the means and knowledgebase of our advisors.”

Scott Posner, LPL executive vice president, Company Development, reported: “We warmly welcome Man and Karl to LPL, and congratulate Synergy on increasing its network. Person and Karl are obviously devoted to their purchasers, an attribute we price considerably in this article at LPL. We are very pleased to offer them with our sources, like our strong enterprise methods and built-in technologies, so they can establish a good succession strategy with the Synergy group. I provide my most effective needs to both, and am hunting forward to witnessing their ongoing accomplishment.”

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About LPL Fiscal:

LPL Monetary (Nasdaq: LPLA) was founded on the principle that the agency ought to function for the advisor, and not the other way all around. Now, LPL is a leader in the markets we provide,** supporting just about 20,000 money advisors, and roughly 800 establishment-dependent financial investment plans and 500 unbiased RIA firms nationwide. We are steadfast in our motivation to the advisor-centered design and the perception that Individuals are entitled to obtain to personalised direction from a economic advisor. At LPL, independence implies that advisors have the flexibility they deserve to select the business product, expert services, and technological innovation means that make it possible for them to run their excellent practice. And they have the liberty to handle their client relationships, for the reason that they know their clientele very best. Only place, we choose treatment of our advisors, so they can just take care of their clientele.

*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Vendor in the U.S (Centered on total revenues, Financial Scheduling magazine 1996-2021) No. 1 supplier of 3rd-occasion brokerage solutions to banking companies and credit score unions (2020-2021 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune 500 Company as of June 2021. LPL and its affiliated corporations present money providers only from the United States.

* Benefit approximated dependent on asset and holding particulars delivered to LPL from the calendar year 2021

Securities and advisory solutions available by way of LPL Financial LLC, an SEC-registered broker-supplier and investment decision advisor. Member FINRA/ SIPC

Throughout this conversation, the terms “financial advisors” and “advisors” are applied to refer to registered representatives and/or financial investment advisor reps affiliated with LPL Fiscal LLC. We routinely disclose details that may perhaps be essential to shareholders in the “Investor Relations” or “Press Releases” portion of our site.

Initial Money Counselors, Synergy Prosperity Alliance and LPL Economic are different entities.

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