Father-daughter advisors join LPL Financial to launch Countiss Wealth Management
08 7월 2024 - 10:00PM
LPL Financial LLC announced today that father and daughter
financial advisors Dan Countiss and Olivia Countiss CEPA, AAMS,
have joined LPL Financial’s broker-dealer, RIA and custodial
platforms to launch a new independent practice, Countiss Wealth
Management. They reported serving approximately $200 million in
advisory, brokerage and retirement plan assets* and join LPL from
Edward Jones.
Based in Flowood, Miss., the advisors have nearly 25 years of
combined experience in wealth management, financial planning and
investing. Dan Countiss is a U.S. Army veteran who became a
financial advisor after owning a successful business and selling
it, making him an ideal fit for business owner clients. Olivia
Countiss, who took an interest in investing and financial planning
at a very young age, joined the industry as an admin during college
and spent time in the home office of her former firm prior to
starting her own practice in 2019.
By going independent, they can now work together as a team to
take more comprehensive care of their clients. They are joined by
Investment Analyst Chandler Duke and Client Services Associate
Christy Walker.
“By forming Countiss Wealth Management, we can create a new
practice that allows us to work together in serving clients long
into the future,” Dan Countiss said. “We see ourselves as now being
a multigenerational family serving multigenerational families. By
working with and beside Olivia, we can deliver more expertise
together to our clients.”
The team turned to LPL for improved financial planning services,
greater investment flexibility and enhanced technology that makes
it easier for clients to access their account information and
financial plans. The integrated capabilities will also help the
advisors be more efficient, freeing up time to spend with clients
instead of on administrative tasks. They also appreciate that they
can now provide guidance on 401(k) investments.
“With 401(k)s often being the first vehicle for retirement
savings, clients have been asking for recommendations on how to
invest their 401(k) dollars. Countiss Wealth Management will now be
able to help clients with this important part of their financial
picture,” Olivia Countiss said. “We always want to be in the best
place possible to service our clients and their families, and this
move to LPL is a wonderful change for the clients who choose
us.”
Scott Posner, LPL Executive Vice President, Business
Development, said, “We welcome Dan, Olivia and their team to the
LPL community and congratulate them on the launch of Countiss
Wealth Management. Giving advisors what they need to advance their
business on their terms is one of LPL’s mission-critical
objectives. We are committed to delivering value by making ongoing
investments in new capabilities and innovative solutions designed
to help advisors design their perfect practices and optimize their
success.”
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. Countiss Wealth
Management 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.
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LPL Financial (NASDAQ:LPLA)
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부터 9월(9) 2024 으로 10월(10) 2024
LPL Financial (NASDAQ:LPLA)
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