LPL Financial Welcomes Financial Consultant Darrell Todd
Todd, who has more than 30 years of market experience, founded Southlake Financial Solutions in 2010 in his home town of Trophy Club, Texas. He is joined by Kinsey Chadick, signed up sales assistant. They built business by listening to customers and offering personalized planning and objective monetary guidance to their customer base of retired people, organization owners and high-net-worth people.
” Our objective and dedication to our clients is that we will preserve high standards of stability and professionalism as we help customers understand their distinct monetary situations and deal with them to pursue their financial goals,” said Todd, a member of the Chartered Financial Expert Society of Dallas/ Fort Worth.
After a three-year search, the Southlake team selected to move its organization to LPL. “All of our research study and due diligence indicated LPL. We are confident that we have actually discovered a partner that will produce office efficiencies and boosted client experiences,” Todd stated. “With innovative abilities, our day-to-day tasks such as trading and handling accounts will be easy and fast, freeing up more time to spend with customers. We likewise actually appreciate LPL’s extensive Research study department to assist us pass along thoughtful market insights and financial investment info to our customers.”
Rich Steinmeier, LPL Financial managing director and divisional president, Company Advancement, stated, “We extend a warm welcome to Darrell and Kinsey and are honored they picked LPL as their partner in this next chapter of their company. We likewise congratulate JFC Financial on growing its network of quality consultants. As financial consultants look for new ways to differentiate the experience for their customers, we are committed to making substantial financial investments in ingenious, integrated capabilities that can help them fulfill the relevant needs of their market. We anticipate a lasting partnership with Southlake Financial Services and wish them excellent success in the years to come.”
LPL Financial (https://www.lpl.com) is a leader in the retail monetary advice market, the nation’s biggest independent broker-dealer ** and a leading custodian (or service provider of custodial services) to RIAs. We serve independent monetary advisors, specialists and monetary organizations, supplying them with the innovation, research study, cleaning and compliance services, and practice management programs they require to produce and grow flourishing practices. LPL allows them to supply unbiased guidance to countless American families seeking wealth management, retirement planning, monetary planning and possession management solutions.
* Based upon prior business and represents possessions that would have been custodied at LPL Financial, instead of third-party custodians. Documented assets and customer numbers have actually not been independently and completely confirmed by LPL Financial.
** Based on overall earnings, Financial Preparation magazine June 1996-2020.
Securities and advisory services used through LPL Financial LLC, an SEC- signed up broker-dealer and investment advisor. Member FINRA/SIPC.
Throughout this interaction, the terms “monetary advisors” and “consultants” are used to refer to authorized agents and/or investment advisor agents connected with LPL Financial LLC. We regularly divulge info that might be essential to shareholders in the “Investor Relations” or “Press Releases” area of our site.
Southlake Financial Solutions, JFC Financial and LPL Financial are different entities.