LPL Financial Welcomes CVG Wealth Management
With 24 years of industry experience, Pakes is delighted to release his independent practice, CVG Wealth Management, in Santa Barbara, Calif., where he is joined by customer relationship managers Kathy Mathis and Jamie Meisinger. Pakes supplies comprehensive investment recommendations and portfolio management for high-net-worth people and entrepreneur. “We provide a broad variety of services and techniques created to assist our customers make informed investment decisions based on their private needs and monetary goals,” Pakes said.
Trying to find more freedom and flexibility in how he operates his service, as well as boosted advisor assistance, Pakes picked to partner with LPL in his transfer to independence. “This is an opportunity to own my firm and remove a few of the administration, all in the spirit of doing what’s best for our clients,” Pakes said. “With assistance from LPL, our group will be able to run better and rapidly respond to our clients’ needs. Likewise, LPL’s innovative innovation platform provides us the tools and resources to truly elevate how we serve our customers.” Pakes plans to grow his practice quickly, and he believes the collaboration with LPL will improve his value proposition and aid attract more advisors to his team.
Rich Steinmeier, LPL Financial handling director and divisional president, Business Development, stated, “We warmly welcome Richard to the LPL household and are honored that he chose to take advantage of our partnership in the launch of his independent practice. As an independent service owner, having a supportive environment can be a differentiator. With a partner who comprehends the monetary suggestions space and service ownership, advisors can more efficiently and successfully navigate the brand-new landscape and link with the services and abilities that allow them to stay focused on their customers and grow a business with value. We look forward to supporting CVG Wealth Management’s future development.”
LPL Financial (https://www.lpl.com) is a leader in the retail monetary guidance market, the country’s largest independent broker-dealer ** and a leading custodian (or supplier of custodial services) to RIAs. We serve independent monetary consultants, specialists and banks, supplying them with the innovation, research study, clearing and compliance services, and practice management programs they require to create and grow thriving practices. LPL allows them to supply objective guidance to millions of American families looking for wealth management, retirement preparation, financial preparation and possession management solutions.
* Based upon prior organization and represents possessions that would have been custodied at LPL Financial, instead of third-party custodians. Reported properties and customer numbers have actually not been separately and completely validated by LPL Financial.
** Based on overall earnings, Financial Planning publication June 1996-2020.
Securities and advisory services provided through LPL Financial LLC, an SEC- registered broker-dealer and financial investment consultant. Member FINRA/SIPC.
Throughout this communication, the terms “financial consultants” and “consultants” are utilized to describe registered agents and/or financial investment consultant representatives affiliated with LPL Financial LLC. We consistently disclose information that might be very important to shareholders in the “Financier Relations” or “Press Releases” section of our website.
CVG Wealth Management and LPL Financial are different entities.
Get in touch with United States!