LPL Financial Invites Financial Consultant Forrest Williams, Jr.
LPL Financial Invites Financial Advisor Forrest Williams, Jr.CHARLOTTE, N.C.Author: GlobeNewswirePublish date: Sep 8, 2020 9:00 AM EDT
CHARLOTTE, N.C., Sept. 08, 2020 (WORLD NEWSWIRE)– LPL Financial LLC, a leading retail financial investment advisory firm, independent broker-dealer and signed up investment advisor (RIA) custodian, today announced that monetary consultant Forrest Williams Jr. of The Opus Group of Virginia has actually signed up with LPL Financial’s broker-dealer and the business authorized financial investment advisor (RIA) platform, which leverages LPL as custodian. He reported having actually served roughly $150 million in brokerage, advisory and retirement strategy assets *. He joins from MML Investors Providers.
Based in Virginia Beach, Williams has 27 years of experience in the industry, all with the same company prior to signing up with LPL. He left a business advertising task in 1993 to become an entrepreneur, loving that he could combine his interest in finance with the ability to make a genuine distinction in his client’s lives.
” It’s so rewarding to understand that my work assists individuals plan for early retirement, send their kids to college or pursue a much better life with a comfy financial scenario,” said Williams, who holds designations in Certified in Long Term Care and Licensed Fund Specialist. He specializes in property management strategies, corporate retirement plans and retirement income planning.
With a degree in secondary education, Williams takes pleasure in teaching his clients and others about how the marketplaces work. He has actually been quoted in numerous magazines on investment topics, served on national advisory boards and appeared on regional TV to discuss investment method throughout attempting times. Williams is highly devoted to supporting his regional neighborhood and serves as treasurer for the Westminster Canterbury Foundation and immediate past treasurer of the Norfolk Forum, the earliest publically-funded speaker’s series in the nation. A dad of 5, Williams is a coach and mentor with the athletic associations where his kids play sports.
Wanting to restore more control over his organization and boost his service to customers, Williams picked to partner with LPL. He specified, “We desire access to upgraded innovation, and discovered that LPL’s digital capabilities far exceed our expectations. We are already seeing an enhancement in how we engage with customers, especially with how they see their account information. But more than that, the transfer to LPL likewise gives me the chance to be in my own office and control all of the client-facing activities. LPL genuinely supports my self-reliance and allows me to run in the manner ins which I see as best for my business and clients.”
Rich Steinmeier, LPL Financial managing director and divisional president, Service Advancement, stated, “We invite Forrest to LPL and are happy to support his independent practice. Our industry has actually changed rapidly therefore have clients’ requirements and expectations. That calls for consultants to have a partner that can support their capability to evolve their practice in manner ins which satisfy the pertinent requirements of their clients, their business and the industry. At LPL, we are committed to buying advanced digital capabilities and robust resources designed to improve the overall client experience and drive growth by delivering significant advice and guidance to their clients. We eagerly anticipate being a partner to The Opus Group of Virginia for several years to come.”
About LPL Financial LPL Financial (https://www.lpl.com) is a leader in the retail monetary suggestions market and the nation’s largest independent broker-dealer **. We serve independent financial advisors, experts, and banks, providing them with the technology, research study, cleaning and compliance services, and practice management programs they need to create and grow flourishing practices. LPL allows them to offer objective guidance to millions of American households seeking wealth management, retirement planning, financial preparation and asset management options.
Securities and Advisory services used through LPL Financial, a registered financial investment advisor. Member FINRA/ SIPC.
The Opus Group of Virginia and LPL are different entities.
** Based upon overall earnings, Financial Preparation publication June 1996-2020
Throughout this communication, the terms “financial advisors” and “advisors” include registered representatives and/or financial investment consultant agents associated with LPL Financial LLC, an SEC registered broker-dealer and financial investment adviser.
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