LPL Financial Welcomes Financial Advisor Tara Blair
15 5월 2024 - 10:00PM
LPL Financial LLC announced today that financial advisor Tara
Blair, CFP®, CPA, has joined LPL Financial’s broker-dealer, RIA and
custodial platforms. She reported serving approximately $215
million in advisory, brokerage and retirement plan assets* and
joins LPL from Lincoln Financial.
Based in Fort Worth, Texas, Blair has more than 25 years of
experience in financial services following an initial career in
public accounting. She built her wealth management practice from
the ground up by building meaningful relationships and creating
positive experiences for her clients. At Sage Private Wealth
Services, Blair provides sophisticated estate, succession,
investment and philanthropic strategies for affluent individuals,
business owners and executives.
“We offer a total solution by accessing advanced professionals
for a cross-disciplinary approach to wealth management,” Blair
said. “This enables my team to bring together various components of
each client’s financial lives to seamlessly design, implement and
proactively manage comprehensive financial plans on an ongoing
basis.”
In the wake of industry consolidation, Blair decided to look for
a new partner for the next chapter of her business. She turned to
LPL after an in-depth due diligence process.
“LPL is a strong partner and Fortune 500 company that provides
streamlined processes and innovative solutions for my business and
clients,” Blair said. “I’m excited to leverage LPL’s integrated
technology and have one centralized platform. Our clients will also
appreciate seeing all their account information in one place. We
exist for our clients, and that’s ultimately what this move is
about.”
Scott Posner, LPL Executive Vice President, Business
Development, said, “We welcome Tara and her team to the LPL
community. We are honored that she recognized LPL’s strength in the
marketplace and commitment to providing end-to-end capabilities to
help advisors differentiate themselves and provide great services.
We look forward to a long-lasting relationship with Sage Private
Wealth Services.”
Related
Advisors, find your perfect fit at LPL.
About LPL FinancialLPL Financial Holdings Inc.
(Nasdaq: LPLA) was founded on the principle that LPL should work
for advisors and institutions, and not the other way around. Today,
LPL is a leader in the markets we serve, serving nearly 23,000
financial advisors, including advisors at approximately 1,100
institutions and at approximately 570 registered investment advisor
("RIA") firms nationwide. We are steadfast in our commitment to the
advisor-mediated model and the belief that Americans deserve access
to personalized guidance from a financial professional. At LPL,
independence means that advisors and institution leaders have the
freedom they deserve to choose the business model, services and
technology resources that allow them to run a thriving business.
They have the flexibility to do business their way. And they have
the freedom to manage their client relationships, because they know
their clients best. Simply put, we take care of our advisors and
institutions, so they can take care of their clients.
Securities and Advisory services offered through LPL Financial
LLC ("LPL Financial"), a registered investment advisor. Member
FINRA/SIPC. LPL Financial and its affiliated companies provide
financial services only from the United States. Sage Private Wealth
Services and LPL Financial are separate entities. LPL Financial
does not offer tax advice or tax related services.
Throughout this communication, the terms “financial advisors”
and “advisors” are used to refer to registered representatives
and/or investment advisor representatives affiliated with LPL
Financial.
We routinely disclose information that may be important to
shareholders in the "Investor Relations" or "Press Releases"
section of our website.
*Value approximated based on asset and holding details provided
to LPL from end of year, 2023.
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