Walker Covey Wealth Advisors Launches With Support of LPL Strategic Wealth Services

CHARLOTTE, N.C., Jan. 24, 2022 (Globe NEWSWIRE) — LPL Economical LLC (Nasdaq:LPLA) today introduced that economic advisors Andy Walker and Christian Covey have released a new apply, Walker Covey Wealth Advisors, by means of affiliation with LPL Strategic Wealth Companies product. Beforehand, the advisors have been section of a company doing work with approximately $350 million in advisory, brokerage and retirement strategy assets.* They join LPL from Commonwealth.

Based mostly in Utah County, Walker and Covey are Brigham Young University graduates who teamed up to merge their strengths in buy to help consumers improved realize their funds and investments. “Working alongside one another, we have designed a potent have confidence in in every other. We’re both of those grounded in our philosophy and systematic procedures centered on principle-dependent investing,” stated Walker, managing husband or wife and main government officer.

Walker and Covey are joined by Rebecca McEntire, who will act as the new firm’s Director of Customer Services. “We are setting up a business dependent on believe in –trust with just about every other and have faith in with our purchasers. We’re committed to steady education, expanding our skills and functioning tirelessly to do what is in the finest interest for our clients,” claimed Covey, managing husband or wife and main financial commitment officer.

Movie: Meet Andy Walker and Christian Covey

Their shopper-centric frame of mind led the advisors to LPL Money, the place they system to expand their follow and give consumers with differentiated encounters. Walker and Covey respect LPL’s built-in wealth management system and strong sources developed to support advisors operate a flourishing observe. On top of that, LPL’s mission to consider care of its advisors so they can acquire treatment of their clientele resonated with the Walker Covey crew. But it was the supplemental layer of aid supplied by the LPL Strategic Wealth Products and services product that cemented their choice to move.

Customized guidance from LPL Strategic Prosperity Companies
LPL Strategic Prosperity Companies delivers individualized help for day by day operations and lengthy-phrase business management. Groups are furnished with award-successful*** changeover assist ideal from the start off, as perfectly as ongoing strategic, administrative, marketing and CFO support that enables advisors to continue to be centered on the enduring needs of their purchasers, tradition and evolution of their apply. “LPL Strategic Wealth Expert services fills in the gaps so we really do not have to have to fret as significantly about items like HR or maintaining our web-site. We are continue to jogging a business, but this product can help us emphasis on what we do best,” Covey said.

Walker mentioned, “We are fired up to construct a exercise wherever we can provide our customers with large-touch assistance to aid reduce some of their economic concerns.”

Scott Posner, LPL executive vice president, Small business Advancement, explained, “We congratulate Andy and Christian on the start of their new business and are honored they turned to LPL to support them create their follow. We have an understanding of that advisors want the flexibility and versatility to give differentiated experiences as they deliver personalised economic direction. We share that sentiment, and will continue on leveraging our scale to supply modern abilities and sturdy wealth management assets that deliver benefit and handle the appropriate desires of their clientele. We warmly welcome Walker Covey into the LPL community and glimpse forward to supporting their achievement for a long time to arrive.”

Master a lot more at WalkerCovey.com. Observe the staff on LinkedIn, Fb, or Twitter

Advisors, find an LPL enterprise enhancement representative near you.

About LPL Economic:
LPL Financial (Nasdaq: LPLA) was established on the theory that the business must operate for the advisor, and not the other way about. Nowadays, LPL is a chief** in the marketplaces we serve, supporting more than 19,000 monetary advisors, 800 establishment-based mostly financial investment plans and 450 independent RIA firms nationwide. We are steadfast in our dedication to the advisor-centered product and the perception that Individuals ought to have accessibility to individualized guidance from a financial advisor. At LPL, independence usually means that advisors have the independence they are worthy of to choose the organization model, services, and technological know-how sources that let them to run their great follow. And they have the liberty to manage their consumer relationships, due to the fact they know their consumers ideal. Basically put, we just take treatment of our advisors, so they can take care of their clients.

* Price approximated centered on asset and holding information supplied to LPL from the year 2021

** Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Unbiased Broker-Dealer in the U.S (Based mostly on complete revenues, Fiscal Scheduling magazine 1996-2021) No. 1 supplier of third-celebration brokerage companies to banking institutions and credit history unions (2020-2021 Kehrer Bielan Investigation & Consulting Yearly TPM Report) Fortune 500 Organization as of June 2021

*** 2021 WealthManagment.com Award Winner, Custodian- Transition Assistance

Securities and advisory providers presented through LPL Money LLC, an SEC-registered broker-supplier and financial commitment advisor. Member FINRA/SIPC. 

During this conversation, the phrases “financial advisors” and “advisors” are utilized to refer to registered representatives and/or expenditure advisor associates affiliated with LPL Economical LLC. We routinely disclose data that might be critical to shareholders in the “Investor Relations” or “Press Releases” part of our web page.

Walker Covey Prosperity Advisors and LPL Money are individual entities.

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Lauren Hoyt-Williams
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