LPL Financial Welcomes Generational Asset Planning
04 6월 2024 - 10:00PM
LPL Financial LLC announced today that financial advisor Tre
Panagos has joined LPL Financial’s broker-dealer, RIA and custodial
platforms. He reported serving approximately $265 million in
advisory, brokerage and retirement plan assets* and joins LPL from
Edward Jones.
Panagos began his career in broadcast journalism and spent
several years as a news videographer and director until the long
hours and excess travel took a toll on his family. In 2011, he
chose to team up with his father in financial services, and he
eventually took over the practice after his father’s retirement.
Today, one of the Panagos' daughters is joining his firm while the
other daughter is planning to be a valuable business partner in the
future.
Based in Santa Fe, N.M., Panagos works with attorneys,
accountants and other professionals to deliver comprehensive
investment strategies that take into consideration all aspects of
each client’s financial life.
“We specialize in generational wealth, not only helping clients
accumulate wealth but also helping them transfer that wealth to
future generations,” Panagos said. “So much focus is placed on
building wealth, which is important, but the next step—what to do
with that wealth—is often overlooked. We’ve been fortunate to work
with four generations of clients, and now with my daughter on
board, we are walking the walk as we talk about multigenerational
planning.”
With the move to LPL, Panagos launches Generational Asset
Planning. He looks forward to being able to operate independently
and build out his ideal, multigenerational practice.
“To be successful in this business, you must put the needs of
your clients ahead of your own and operate with strong morals and
ethics,” Panagos said. “LPL’s culture of independence gives me the
freedom to operate in the best interests of my clients, which is
paramount. I also appreciate the integrated technology LPL
provides, both for advisors and clients, and I’m particularly
impressed with how straightforward and intuitive the account
statements are. I want them to have the best possible experience,
and LPL represents the practice of the future.”
Scott Posner, LPL Executive Vice President, Business
Development, said, “We welcome Tre and his family to the LPL
community as they build out a multigenerational practice. We look
forward to supporting the entire team at Generational Asset
Planning, providing them with innovative technology and resources
designed to help deliver exceptional client experiences.”
Related
Advisors, find your perfect fit at LPL.
About LPL FinancialLPL Financial Holdings Inc.
(Nasdaq: LPLA) was founded on the principle that the firm 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.
Generational Asset Planning and LPL Financial are separate
entities.
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.
Connect with Us!
https://twitter.com/lpl
https://www.linkedin.com/company/lpl-financial
https://www.facebook.com/LPLFinancialLLC
https://www.youtube.com/user/lplfinancialllc
Media
Contact:Media.relations@LPLFinancial.com(704) 996-1840
Tracking #584388
LPL Financial (NASDAQ:LPLA)
과거 데이터 주식 차트
부터 5월(5) 2024 으로 6월(6) 2024
LPL Financial (NASDAQ:LPLA)
과거 데이터 주식 차트
부터 6월(6) 2023 으로 6월(6) 2024