LPL Financial, JFC Advisor Network Welcome Lamont Financial Group

CHARLOTTE, N.C., Dec. fifteen, 2021 (World NEWSWIRE) — LPL Monetary LLC (Nasdaq:LPLA) announced today that Lamont Monetary Group has joined LPL Financial’s broker-supplier, corporate registered expenditure advisor (RIA) and custodial platforms, aligning with significant enterprise JFC Advisor Community. The Lamont crew described getting served around $two hundred million in advisory, brokerage and retirement plan belongings*. They join LPL from Securities The us, part of the Advisor Group community of broker-sellers.

Situated in Distinct Lake Lender & Believe in in Mason Town and Distinct Lake, Iowa, Lamont Monetary Group was started in 2013 and is comprised of financial advisors Kris Lamont, Thomas E. Alexander and Amy Dixon. The agency provides extensive and extremely custom-made financial procedures to assistance consumers improve, secure and eventually, transfer their legacy. “We imagine financial designs ought to replicate each and every stage of existence its operator is in: irrespective of whether it be getting a initially residence, financing a kid’s faculty education or arranging for retirement,” claimed Lamont, who mainly works with high-net-worthy of people today who are performing to retirement or currently retired.

On the lookout for greater office environment efficiencies and security, the crew turned to LPL and JFC. Lamont stated, “I’m only as thriving as my staff members, so it was vital to find a husband or wife who can assistance us help you save time and get far more efficiencies from integrated know-how. LPL checked that box with ClientWorks and other progressive capabilities, all linked by a single sign-on performance. On prime of that, LPL is a Fortune 500 company with dimensions and scale, which provides us security and peace of thoughts being aware of that we are with a sturdy husband or wife. We also respect the added company, means and expenditure models presented by JFC. It’s genuinely a very good in shape all all over.”

Jack Connealy, founder of JFC Advisor Community, stated, “We are thrilled to welcome Lamont Monetary Group to our rising loved ones of advisors. At JFC Advisor Community, we are dedicated to furthering the achievements of our advisors and elevating their tactics.We are honored to be entrusted with this mission by Lamont Monetary Group, and look forward to our partnership with Kris, Thomas, Amy and the complete crew.”

Scott Posner, LPL government vice president, Business enterprise Enhancement, stated, “We welcome Kris, Thomas and Amy to the LPL group. We are happy to be their husband or wife by delivering progressive means, answers and know-how that can assistance them be thriving at every single stage of their business’ lifecycle. We will go on to leverage our scale to convey worth to advisors, offering them time-saving, integrated capabilities so they can target on aiding their consumers go after their lifelong financial aims and aspirations. We congratulate JFC for its continued progress, and look forward to a very long-long lasting partnership with each JFC and Lamont Monetary Group.”

Advisors, find an LPL small business enhancement representative near you.

About LPL Monetary
LPL Monetary (Nasdaq: LPLA) was started on the basic principle that the agency ought to get the job done for the advisor, and not the other way all over. Right now, LPL is a chief** in the marketplaces we serve, supporting far more than 19,000 financial advisors, 800 institution-centered expenditure programs and 450 independent RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered product and the perception that People deserve access to customized direction from a financial advisor. At LPL, independence usually means that advisors have the flexibility they deserve to decide on the small business product, expert services, and know-how means that permit them to operate their fantastic apply. And they have the flexibility to deal with their customer associations, since they know their consumers finest. Simply just place, we choose care of our advisors, so they can choose care of their consumers.

*Based mostly on prior small business and represents belongings that would have been custodied at LPL Monetary, relatively than third-celebration custodians. Reported belongings and customer numbers have not been independently and absolutely confirmed by LPL Monetary.

** Top rated RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Supplier in the U.S (Based mostly on whole revenues, Monetary Organizing journal 1996-2021) No. 1 supplier of third-celebration brokerage expert services to financial institutions and credit history unions (2020-2021 Kehrer Bielan Investigate & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021

Securities and advisory expert services supplied by way of LPL Monetary LLC, an SEC-registered broker-supplier and expenditure advisor. Member FINRA/ SIPC

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If your financial expert is positioned at a financial institution or credit history union, remember to observe that the financial institution/credit history union is not registered as a broker-supplier or expenditure advisor. Registered representatives of LPL may perhaps also be personnel of the financial institution/credit history union. These solutions and expert services are getting supplied by way of LPL or its affiliates, which are different entities from, and not affiliates of, the financial institution/credit history union.

Securities and insurance plan supplied by way of LPL or its affiliates are:

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During this conversation, the terms “financial advisors” and “advisors” are made use of to refer to registered representatives and/or expenditure advisor representatives affiliated with LPL Monetary LLC. We routinely disclose information that may perhaps be vital to shareholders in the “Investor Relations” or “Press Releases” section of our site.

Lamont Monetary Group, JFC Advisor Community, Distinct Lake Lender & Believe in and LPL Monetary are different entities.

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