LPL Economical Welcomes FDR Economic Team
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CHARLOTTE, N.C., Jan. 05, 2021 (World NEWSWIRE) — LPL Money LLC, (Nasdaq:LPLA) a main retail expense advisory organization, unbiased broker-supplier and registered financial investment advisor (RIA) custodian, these days announced that FDR Fiscal Group, Inc. has joined LPL Financial’s broker-supplier and company RIA platforms, leveraging LPL as custodian. The workforce described acquiring served approximately $400 million in advisory and brokerage property*. The advisors join LPL from Kestra.
With registered places of work in Boca Raton and Hollywood, Fla., the group was started in 1983 when economic advisors Jeffrey Solodkin and Leslie Zuckerman acknowledged a have to have for money setting up amid physicians and company owners in South Florida. In excess of the yrs, the follow has developed into a boutique agency supplying purchasers with complete money services. The founding associates are now joined by partners and fiscal advisors Jason Solodkin CFP®, Eric Mathes CPA, and Jeffrey Blaze CFP®, as effectively as Chief Economic Strategist Jeremy Schinder CFP®.
“Our crew is entire of diversified users who specialize in a wide range of money disciplines – anything from estate and retirement preparing to own insurance policies (with extra than $1.2 billion of lifetime insurance policies below administration) and company added benefits – offering the two payment-based mostly and brokerage services*,” explained Jason Solodkin, a subsequent-era advisor who joined the group about 12 years back. “We want to be a 1-halt shop for economical solutions as we aim to provide holistic final results. Our shoppers have obtain to an overall staff competent to handle complex issues and serve their requirements.”
The advisors were searching for a spouse that could situation them to be productive serving their latest consumers as properly as the future generation of consumers. “We consider LPL is a extended-time period companion with the sizing and scale to guidance our progress when guaranteeing the highest degree of company for our clientele. It is crystal clear that LPL is really dedicated to giving advisors with impressive technological innovation and enhanced ordeals. This decision came following extensive owing diligence and analysis. We believe it will solidify our long run and strengthen our wealth administration operations so that we can expend extra time concentrating on our clientele, their economical designs and their expenditure portfolios,” mentioned Jason Solodkin. The crew also appreciated LPL’s sturdy advisory platforms and answers.
Rich Steinmeier, LPL Financial handling director and divisional president, Company Improvement, mentioned, “We realize that advisors such as the FDR team are trying to get innovative ways to make a productive organization, give holistic experiences and differentiate their practices. At LPL, we are dedicated to building investments in a wealth management system that provides expanded decision and impressive capabilities made to assist advisors deliver highly personalised solutions to generate extra benefit with their consumers. We will carry on to make those people investments and concentration on our advisors’ evolving wants to be capable to meet them where by they are in the lifecycle of their exercise. It is a privilege to welcome FDR Economical Group to the LPL relatives. We look ahead to supporting their continued results for years to come.”
Go through about other corporations that not long ago joined LPL in the LPL Economic Information and Media area of LPL.com.
Advisors, locate an LPL business development agent near you.
About LPL Fiscal
LPL Economic ( https://www.lpl.com ) is a chief in the retail money tips market, the nation’s largest unbiased broker-dealer** and a major custodian (or company of custodial solutions) to RIAs. We provide unbiased money advisors, pros and financial institutions, giving them with the engineering, analysis, clearing and compliance companies, and observe administration plans they require to make and grow flourishing practices. LPL enables them to present objective steering to hundreds of thousands of American family members trying to find prosperity administration, retirement arranging, economic arranging and asset management options.
*Centered on prior small business and represents property that would have been custodied at LPL Financial, fairly than 3rd-celebration custodians. Claimed assets and consumer quantities have not been independently and completely verified by LPL Monetary.
**Centered on total revenues, Money Arranging journal June 1996-2020.
Securities and advisory expert services provided via LPL Economic LLC, an SEC- registered broker-supplier and financial commitment advisor. Member FINRA/SIPC.
All over this interaction, the phrases “financial advisors” and “advisors” are made use of to refer to registered representatives and/or financial investment advisor associates affiliated with LPL Monetary LLC. We routinely disclose facts that may perhaps be crucial to shareholders in the “Investor Relations” or “Press Releases” part of our web page.
FDR Fiscal Team, Inc. and LPL Economical are independent entities.
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