LPL Financial Welcomes Lifetime Legacy Wealth Solutions
10 Giugno 2024 - 3:00PM
LPL Financial LLC (Nasdaq: LPLA) announced today that
financial advisor David Hilbig, CFP®, has joined LPL Financial’s
broker-dealer, RIA and custodial platforms. He reported serving
approximately $275 million in advisory, brokerage and retirement
plan assets* and joins LPL from Corebridge Financial, formerly
Valic, a subsidiary of AIG.
Hilbig, who lives in The Woodlands, Texas area and maintains a
registered office in Mundelein, Ill., has more than 20 years of
experience crafting personalized financial strategies tailored to
each client's unique needs and aspirations. He takes a holistic
approach to financial planning, encompassing areas such as wealth
management, retirement planning, investment advisory and risk
management. By carefully assessing a client’s financial situation
and priorities, he strives to provide comprehensive solutions that
align with their short-term objectives and long-term visions.
With the move to LPL, he launches Lifetime Legacy Wealth
Solutions. The new name reflects the type of work he does to help
clients prepare their financial wellbeing for their full lives and
future generations.
“Throughout my career, I’ve made it a priority to cultivate
long-lasting relationships with clients built on trust, integrity
and transparency,” he said. “I focus on ongoing financial education
and open communication to help clients feel empowered and informed
along each step of their financial journey, whether that’s
navigating major life transitions, growing their wealth or planning
for retirement.”
Hilbig said it is of utmost importance to act as a fiduciary and
put clients’ needs first. That commitment led him to LPL.
“It was important for me to be with a firm that allows me to act
an as independent advisor for my clients,” Hilbig said, “At LPL I
can truly put my clients’ interests first because I have the
ability to look for the best rates and products to fit their needs.
LPL's size and scale, combined with its sophisticated business
resources and integrated technology, will enable me to provide my
clients with an even higher level of service and support. I didn’t
make this move for me. I did it because it was the right thing for
my clients.”
Scott Posner, LPL Executive Vice President, Business
Development, said, “We welcome David to LPL and congratulate him on
the launch of Lifetime Legacy Wealth Solutions. We recognize what
it takes to launch and operate a thriving business and are
committed to investing in streamlined and integrated business
solutions designed to help advisors spend more time with their
clients and differentiate their practices. Our team looks forward
to supporting Lifetime Legacy Wealth Solutions for years to
come.”
Related
Advisors, find your perfect fit at LPL.
About LPL FinancialLPL Financial Holdings Inc.
(Nasdaq: LPLA) was founded on the principle that LPL should work
for advisors and institutions, and not the other way around. Today,
LPL is a leader in the markets we serve, serving nearly 23,000
financial advisors, including advisors at approximately 1,100
institutions 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 institution 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
institutions, 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. Lifetime Legacy
Wealth Solutions 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.
Connect with Us!
https://twitter.com/lpl
https://www.linkedin.com/company/lpl-financial
https://www.facebook.com/LPLFinancialLLC
https://www.youtube.com/user/lplfinancialllc
Media
Contact:Media.relations@LPLFinancial.com(704) 996-1840
Tracking #586579
Grafico Azioni LPL Financial (NASDAQ:LPLA)
Storico
Da Mag 2024 a Giu 2024
Grafico Azioni LPL Financial (NASDAQ:LPLA)
Storico
Da Giu 2023 a Giu 2024