LPL Financial Welcomes Endeavor Wealth Strategies
2024年2月29日 - 11:00PM
LPL Financial LLC announced today that financial advisor Seth
Marshall and the team at Endeavor Wealth Strategies have joined LPL
Financial’s broker-dealer, RIA and custodial platforms, aligned
with Exemplar Financial Network. The Endeavor team reported serving
approximately $515 million in advisory assets* and joins LPL from
PNC Private Bank Trust.
Marshall, who served in the U.S. Marine Corps from 1995 to 2004,
celebrates his 20th year in the financial services industry this
year. He built his Fort Wayne, Ind., practice by delivering complex
financial solutions and investment strategies for high-net-worth
and ultra-high-net-worth individuals and families, always going the
extra mile to provide personalized, white glove services.
Outside of work, Marshall is highly active in the community. He
is a former councilman for the city of Huntington, a member of the
Huntington County Economic Development organization and a board
member of Junior Achievement in Huntington and Pathfinders
Services.
Returning to LPL Financial
In recent years, Marshall recognized the need for more
specialized resources to address his clients’ sophisticated and
complex needs. After a rigorous due diligence process, Marshall
decided to return to LPL to build his ideal practice to serve
wealthy families with a more boutique feel. LPL currently serves
$130 billion in high-net-worth AUM and has developed
high-net-worth-specialized resources and solutions over the years
that advisors can draw on to support the needs of their most
complex and sophisticated clients.
“LPL has evolved significantly over the last few years into an
advisor-centric culture that provides ultimate flexibility and
choice in how we grow our business,” Marshall said. “With LPL’s
innovative capabilities and strategic resources, coupled with
localized support from Exemplar, we are excited to deliver for our
clients in Northern Indiana using a full complement of professional
services for all their wealth management and planning needs. We are
fully committed to elevating our service offering and giving
clients the one-on-one attention and detail they deserve.”
Dave Hubbard, Founder, Exemplar Financial Network, said, “On
behalf of the entire team at Exemplar Financial Network, we are
thrilled to welcome Seth to the organization. We feel his
experience in leading teams, developing strategy and helping
clients achieve their life’s goals will be an asset as we head into
2024.”
Scott Posner, LPL Executive Vice President, Business
Development, added, “We welcome Seth and the Endeavor team to the
LPL community and congratulate Exemplar on growing its network in
the Fort Wayne area. At LPL, we understand that advisors are
looking for sophisticated resources and autonomy to build their
perfect practice. That’s why we have invested in building our
innovative open-architecture platform and high-net-worth
capabilities in areas like advanced estate and philanthropy
planning, income tax strategy, trustee services, a robust
alternative investment platform, banking and lending solutions and
complex life insurance planning. We look forward to supporting
Endeavor Wealth Strategies for years to come.”
Related
Advisors, find an LPL business development
representative near you.
About LPL FinancialLPL Financial Holdings Inc.
(Nasdaq: LPLA) was founded on the principle that LPL should work
for advisors and enterprises, and not the other way around. Today,
LPL is a leader in the markets we serve, serving more than 22,000
financial advisors, including advisors at approximately 1,100
enterprises 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 enterprise 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
enterprises, 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. Endeavor Wealth
Strategies, Exemplar Financial Network 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)
過去 株価チャート
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LPL Financial (NASDAQ:LPLA)
過去 株価チャート
から 5 2023 まで 5 2024