Walker Covey Wealth Advisors Launches With Support of LPL Strategic Wealth Services

CHARLOTTE, N.C., Jan. 24, 2022 (World NEWSWIRE) — LPL Economic LLC (Nasdaq:LPLA) today declared that money advisors Andy Walker and Christian Covey have released a new apply, Walker Covey Wealth Advisors, by means of affiliation with LPL Strategic Wealth Solutions design. Previously, the advisors have been section of a firm doing the job with around $350 million in advisory, brokerage and retirement strategy belongings.* They join LPL from Commonwealth.

Based mostly in Utah County, Walker and Covey are Brigham Young University graduates who teamed up to incorporate their strengths in buy to assistance clients improved fully grasp their funds and investments. “Working with each other, we have built a solid belief in every single other. We’re both equally grounded in our philosophy and systematic procedures centered on basic principle-centered investing,” claimed Walker, taking care of lover and main executive officer.

Walker and Covey are joined by Rebecca McEntire, who will act as the new firm’s Director of Consumer Services. “We are setting up a firm dependent on believe in –trust with each individual other and trust with our customers. We’re dedicated to constant schooling, increasing our know-how and working tirelessly to do what is in the very best interest for our consumers,” reported Covey, running spouse and main investment officer.

Video clip: Fulfill Andy Walker and Christian Covey

Their consumer-centric frame of mind led the advisors to LPL Money, exactly where they program to expand their observe and supply customers with differentiated ordeals. Walker and Covey value LPL’s integrated prosperity administration platform and robust means built to aid advisors operate a thriving follow. Also, LPL’s mission to choose treatment of its advisors so they can acquire treatment of their clients resonated with the Walker Covey group. But it was the extra layer of assist supplied by the LPL Strategic Prosperity Companies design that cemented their selection to transfer.

Personalized guidance from LPL Strategic Prosperity Expert services
LPL Strategic Wealth Providers delivers individualized help for day-to-day functions and lengthy-expression small business administration. Groups are furnished with award-successful*** changeover help right from the get started, as very well as ongoing strategic, administrative, advertising and CFO help that lets advisors to continue to be concentrated on the enduring needs of their shoppers, tradition and evolution of their observe. “LPL Strategic Prosperity Services fills in the gaps so we really do not need to stress as considerably about issues like HR or protecting our web page. We are however jogging a company, but this design allows us concentrate on what we do ideal,” Covey said.

Walker mentioned, “We are psyched to develop a observe wherever we can give our purchasers with substantial-contact assistance to help alleviate some of their economic anxieties.”

Scott Posner, LPL executive vice president, Business enterprise Progress, mentioned, “We congratulate Andy and Christian on the start of their new firm and are honored they turned to LPL to help them develop their apply. We realize that advisors want the independence and flexibility to present differentiated encounters as they deliver personalized fiscal steering. We share that sentiment, and will proceed leveraging our scale to provide revolutionary abilities and sturdy wealth administration resources that supply price and handle the relevant requirements of their purchasers. We warmly welcome Walker Covey into the LPL neighborhood and appear forward to supporting their results for years to occur.”

Discover extra at WalkerCovey.com. Adhere to the crew on LinkedIn, Facebook, or Twitter

Advisors, locate an LPL enterprise improvement representative near you.

About LPL Economical:
LPL Monetary (Nasdaq: LPLA) was established on the principle that the firm ought to perform for the advisor, and not the other way all around. Currently, LPL is a chief** in the markets we serve, supporting far more than 19,000 financial advisors, 800 establishment-based mostly financial investment courses and 450 independent RIA firms nationwide. We are steadfast in our dedication to the advisor-centered design and the belief that Americans ought to have entry to personalised guidance from a financial advisor. At LPL, independence signifies that advisors have the flexibility they have earned to pick the enterprise product, services, and technological innovation methods that enable them to operate their ideal observe. And they have the freedom to deal with their consumer associations, due to the fact they know their shoppers very best. Simply set, we just take treatment of our advisors, so they can choose treatment of their clientele.

* Price approximated based mostly on asset and holding information provided to LPL from the year 2021

** Top rated RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Vendor in the U.S (Based mostly on full revenues, Economical Scheduling magazine 1996-2021) No. 1 company of 3rd-celebration brokerage solutions to banking institutions and credit score unions (2020-2021 Kehrer Bielan Investigate & Consulting Yearly TPM Report) Fortune 500 Corporation as of June 2021

*** 2021 WealthManagment.com Award Winner, Custodian- Transition Assist

Securities and advisory solutions available by way of LPL Economical LLC, an SEC-registered broker-seller and expenditure advisor. Member FINRA/SIPC. 

Through this communication, the phrases “financial advisors” and “advisors” are utilised to refer to registered reps and/or financial investment advisor associates affiliated with LPL Economic LLC. We routinely disclose information that may perhaps be critical to shareholders in the “Investor Relations” or “Press Releases” segment of our web site.

Walker Covey Prosperity Advisors and LPL Economic are individual entities.

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