Financial Advisor Bob Trent and Team Join Linsco by LPL Financial

CHARLOTTE, N.C., Dec. thirteen, 2021 (Globe NEWSWIRE) — LPL Economic LLC announced right now that financial advisor Bob Trent has joined LPL, affiliating with Linsco by LPL Economic, the firm’s worker advisor design. In joining, he will launch his new impartial follow, Trent Prosperity Administration of LPL Economic. He noted obtaining served close to $200 million in advisory, brokerage and retirement program belongings*, and joins LPL from Wells Fargo Advisors.

Bob Trent started his career in corporate finance and advertising right before shifting to the financial solutions sector in 2002. The go to LPL was the next action toward setting up a model and multi-generational company to provide consumers for yrs to arrive. With Trent Prosperity Administration of LPL Financial’s launch, Bob Trent will be the first advisor in a new Linsco office in Santa Rosa, Calif. He is joined by Senior Client Provider Associate, Anthea Maybury, and is also bringing on his son, Oliver Trent, who will tap into LPL’s Advisor Institute to broaden the team’s contact to the next generation of consumers.

“We put in a good deal of time on due diligence to find the ideal wealth administration organization to provide our consumers, both now and into the upcoming,” Trent mentioned. “LPL stood out as a distinct sector leader, and provides us the independence to run our company on our very own conditions, with additional flexibility to regulate portfolios as we see match for our consumers. We will also benefit drastically from LPL’s expansive investigate and revolutionary technologies, which enables us to do the job additional swiftly and proficiently. We believe the simplicity of doing company at LPL will produce additional time for us to support consumers at a greater degree.”

Linsco by LPL presents added layer of support
The Trent team mentioned they recognize the increased degree of support offered by LPL’s Linsco worker design, which include the serious estate sourcing and added advertising methods to assistance make out their site and communicate additional proficiently with consumers. Linsco advisors have model autonomy and the potential to make their very own choices on the day by day functions in their follow. With access to LPL’s integrated wealth administration system and revolutionary methods, they are outfitted with the tools they have to have to produce differentiated encounters for consumers. Also, Linsco advisors acquire complete turnkey support that incorporates administrative experienced solutions and an seasoned branch administration team to assistance support their aims and method.

Scott Posner, LPL government vice president, Small business Growth, mentioned, “We welcome Bob and Anthea to the Linsco household, and are honored they turned to LPL to assistance make their fantastic follow. We also welcome Oliver to our signature Advisor Institute method, which aids up and coming advisors attain precious on-the-occupation expertise whilst laying the groundwork for lengthy-term expansion. At LPL, we basically believe that advisors must provide their consumers the way they consider is ideal, with preference and overall flexibility in how they make their company. We will support their vision and company aims by offering advisors with revolutionary capabilities and company solutions created to fulfill advisors where by they are in the evolution of their follow. We appear ahead to a lengthy-lasting and remarkable journey with Trent Prosperity Administration, and are thrilled to broaden the Linsco presence in Santa Rosa.”

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About LPL Economic:
LPL Economic (Nasdaq: LPLA) was established on the principle that the organization must do the job for the advisor, and not the other way about. Today, LPL is a leader** in the markets we provide, supporting additional than 19,000 financial advisors, 800 establishment-centered investment applications and 450 impartial RIA firms nationwide. We are steadfast in our dedication to the advisor-centered design and the belief that Us citizens are worthy of access to customized steerage from a financial advisor. At LPL, independence means that advisors have the flexibility they are worthy of to select the company design, solutions, and technologies methods that enable them to run their fantastic follow. And they have the flexibility to regulate their consumer relationships, since they know their consumers ideal. Only put, we acquire care of our advisors, so they can acquire care of their consumers.

*Based on prior company and signifies belongings that would have been custodied at LPL Economic, fairly than 3rd-get together custodians. Noted belongings and consumer numbers have not been independently and completely verified by LPL Economic.

** Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. one Unbiased Broker-Dealer in the U.S (Based on total revenues, Economic Organizing magazine 1996-2021) No. one company of 3rd-get together brokerage solutions to banks and credit rating unions (2019-2020 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021.

Securities and advisory solutions provided as a result of LPL Economic LLC, an SEC-registered broker-supplier and investment advisor. Member FINRA/SIPC. 

In the course of this conversation, the conditions “financial advisors” and “advisors” are applied to refer to registered representatives and/or investment advisor representatives affiliated with LPL Economic LLC. We routinely disclose details that may be important to shareholders in the “Investor Relations” or “Press Releases” part of our site.

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