LPL Financial Welcomes Sterling Wealth Group

CHARLOTTE, N.C., Dec. 20, 2021 (Globe NEWSWIRE) — LPL Economical LLC (Nasdaq:LPLA) declared currently that Sterling Prosperity Group has joined LPL Financial’s broker-vendor, corporate registered investment decision advisor (RIA) and custodial platforms. The Sterling team reported to LPL that it served approximately $390 million in advisory, brokerage and retirement strategy assets.* They sign up for from MML Investors Solutions.

Founder Robert Sterling Madden CLU, ChFC, CFP^® commenced the Melville, N.Y.-centered agency additional than 35 several years in the past when he discovered his enthusiasm for supporting others pursue their retirement goals. He is joined by his son, Michael Sterling Madden, CFP^®, who has 20 several years of expertise in the economic products and services field. The Sterling Prosperity Group’s eyesight is to aid shoppers clarify their definition of economic good results and provide them with very long-expression economic methods to get there.

“As customer-centric advisors, we want to make a variation in each client’s lifetime,” Bob Madden said. “We pledge our know-how and sources to aid our shoppers do the job toward what is vital to their economic wellbeing by giving personalization, professionalism and good quality service.”

As the loved ones team prepares for long run expansion and the future chapter of their enterprise, they chose to align with LPL and JFC Advisor Community. “We expended at least a 12 months of owing diligence to establish what was greatest for our shoppers and enterprise,” Bob Madden said. “We appeared at technologies capabilities, breadth of investment decision possibilities, exploration and sources before concluding that LPL’s built-in system is simply unequalled. We also value the loved ones surroundings and additional assistance provided by JFC. We wholeheartedly believe that this new romantic relationship will improve the customer expertise, and let us to serve their needs additional successfully and successfully.”

Outdoors of do the job, the team is highly dedicated to providing again, primarily to people who serve in the armed forces. Bob Madden is a United States Naval Academy graduate who served as a Surface Warfare Officer for 6 several years prior to signing up for the economic products and services field. He is co-founder and president of Expense of Liberty, Inc., which has a mission to move the main values of honor, bravery and motivation to long run generations. He remains passionate about honoring troopers and marines, and each 12 months hosts wounded warriors and hurt marines at an annual Expense of Liberty weekend held at the Army-Navy match. He is on the board of administrators for America’s Vet Canines and the Guideline Pet dog Basis, and also supports Hurt Maritime Semper Fi Fund and the Travis Manion Basis.

“It is with fantastic pride that we welcome Bob and Mike Madden of Sterling Prosperity Group to JFC Advisor Community and LPL,” said Jack Connealy, founder of JFC Advisor Community. “Bob has devoted his lifetime to serving his state, neighborhood and shoppers, and he sets an exemplary regular for us all both personally and skillfully. We are honored that Bob and Mike have picked to partner with JFC and glance forward to supporting their ongoing expansion for several years to arrive.”

Scott Posner, LPL executive vice president, Small business Improvement, mentioned, “We extend a warm welcome to Bob and Michael, and are honored to have them be a component of the LPL neighborhood. Anything we do at LPL is intended to provide advisors with the assistance they have to have to operate thriving tactics. Their greatness is our objective. We are dedicated to giving effective capabilities, revolutionary technologies and sturdy enterprise solutions to aid boost effectiveness and produce significant, differentiated customer ordeals. We glance forward to supporting Sterling Prosperity Group for several years to arrive.”

Advisors, discover an LPL enterprise growth representative near you.

About LPL Economical
LPL Economical (Nasdaq: LPLA) was launched on the basic principle that the agency should do the job for the advisor, and not the other way about. Right now, LPL is a leader** in the marketplaces we serve, supporting additional than 19,000 economic advisors, 800 institution-centered investment decision courses and 450 impartial RIA companies nationwide. We are steadfast in our motivation to the advisor-centered product and the perception that Americans should have obtain to personalised steerage from a economic advisor. At LPL, independence implies that advisors have the liberty they should have to select the enterprise product, products and services, and technologies sources that let them to operate their great observe. And they have the liberty to handle their customer interactions, due to the fact they know their shoppers greatest. Merely put, we get treatment of our advisors, so they can get treatment of their shoppers.

* Worth approximated centered on asset and keeping particulars provided to LPL from the 12 months 2021

** Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. one Impartial Broker-Dealer in the U.S (Primarily based on complete revenues, Economical Setting up magazine 1996-2021) No. one supplier of 3rd-celebration brokerage products and services to banking institutions and credit unions (2020-2021 Kehrer Bielan Investigation & Consulting Yearly TPM Report) Fortune five hundred as of June 2021

Securities and advisory products and services presented by way of LPL Economical LLC, an SEC-registered broker-vendor and investment decision advisor. Member FINRA/ SIPC

During this communication, the phrases “financial advisors” and “advisors” are utilized to refer to registered associates and/or investment decision advisor associates affiliated with LPL Economical LLC. We routinely disclose information that could be vital to shareholders in the “Investor Relations” or “Press Releases” part of our web page.

Sterling Prosperity Group, JFC Advisor Community and LPL Economical are independent entities.

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