LPL Financial Welcomes Russell Wealth Partners
17 6월 2024 - 10:00PM
LPL Financial LLC (Nasdaq: LPLA) announced today that
financial advisor Tom Russell, CFP®, and his sons Brian Russell and
Charles Russell have joined LPL’s employee advisor
channel, Linsco by LPL Financial, to launch Russell Wealth
Partners. The family team reported serving approximately $250
million in advisory, brokerage and retirement plan assets* and
joins LPL from Merrill Lynch. They will operate out of the Linsco
suite at LPL’s San Diego campus.
With 38 years of industry experience, Tom Russell has always had
a keen interest in market conditions and helping families work
toward financial success. His sons Charles and Brian also
recognized their passion for wealth management and followed their
father’s footsteps after initial forays in engineering and law,
respectively.
“It is so rewarding to have my sons by my side to continue the
family legacy,” Tom Russell said. “They are both wonderful assets
to the team and are helping us take it to the next level as we
create more hands-on, boutique experiences for clients. We pride
ourselves on taking the time to truly tailor investment plans and
strategies for each client’s unique needs, goals and
objectives.”
Looking to create their ideal practice of the future, the team
turned to Linsco by LPL for its innovative technology and enhanced
service experiences, as well as the freedom to operate with an
increased level of autonomy that will allow them to focus on what’s
best for their clients and business.
Linsco by LPL serves financial advisors who value the core
tenets of independence, including owning their client relationships
and having flexibility to run their practice, their way. With
Linsco, advisors have access to LPL’s integrated wealth management
platform and robust business resources, along with the additional
benefits of having support from an experienced branch management
team, dedicated marketing consultant, technology consultant and
service team.
“LPL supports the entrepreneurial mindset and gives us the
flexibility to build our business on our own terms so we can put
clients’ best interests at the forefront of everything we do,” Tom
Russell said. “We have support from a Fortune 500 company with a
local presence and can operate without corporate mandates or
outside influence. I’m confident this move will help ensure my sons
will be set up for success right away and 20 years from now.”
LPL Executive Vice President Scott Posner, Business Development,
said, “We welcome Tom, Brian and Charles to the San Diego Linsco
community. We understand advisors want the freedom to nurture
client relationships and build their business on their terms. At
LPL, we meet advisors where they are in the evolution of their
business to help them create their perfect practice. We remain
committed to helping advisors achieve their goals while supporting
and enabling their success through comprehensive business solutions
and innovative technology. We look forward to supporting Russell
Wealth Partners for years to come.”
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.
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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