LPL Financial Welcomes Invex Financial|MarketScreener
CHARLOTTE, N.C., May 28, 2020 (WORLD NEWSWIRE)– LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today revealed that Invex Financial, led by Susan Lawrence CIMA ®, has signed up with LPL Financial’s broker-dealer, corporate authorized financial investment consultant (RIA) and custodial platforms. The firm reported having served roughly $120 million in brokerage and advisory assets *. The team signs up with from Wells Fargo Advisors Financial Network.
Lawrence, the company’s president and owner, is an industry veteran with thirty years of experience. A native of the Puget Sound location, Lawrence launched her organisation on Front Street in Issaquah, Wash., near where she raised her 4 children, all now adults. The boutique firm, which serves primarily high-net-worth customers, offers in-depth, high-touch detailed services to manage all aspects of a customer’s monetary life process. “We are very hands-on and take a collaborative approach to clever wealth management, frequently working with tax professionals and attorneys on behalf of our customers,” stated Lawrence, who is joined by monetary advisor Christopher Loutsis, who has more than 15 years in the monetary services. Rounding out the Invex team are Shawna Bain, operations manager, and Emily Lawrence, office administrator.
Looking for more flexibility and flexibility in the way they operate, the team picked to affiliate with LPL Financial. “This relocation to LPL offers us more independence and the capability to do the best thing on behalf of the customer,” Lawrence stated. “LPL’s wealth management platform offers us more option in the programs and resources we use for clients and portfolio management, and we now have the capability to aggregate tools, making it easy to offer more holistic investment guidance.”
Lawrence said the move also supplies her with more opportunities to develop business and pursue her personal development goals. She added that LPL provides access to a large pool of independent consultants for cooperation and networking.
Lawrence is active in professional companies, including serving as a member of Washington Women’s Structure, as a previous board member of Economics America and as the former president of the Seattle chapter of the BYU Management Society. She is likewise active in numerous philanthropic companies locally and worldwide, with a special concentrate on the requirements of orphans and children throughout the world. A supporter for youth, Lawrence and group have used the practice to help train a younger generation and return to the neighborhood. The firm also actively supports Eastside Baby Corner, which disperses essential items for children in need.
Rich Steinmeier, LPL Financial managing director and divisional president, Company Development, stated, “We invite Susan, Christopher, Shawna and Emily to the LPL household, and we are happy to support their independent practice. This group has actually revealed they are deeply bought their customers and in the community. Susan’s dedication to continuous improvement has driven an effective career, and we are honored she and her team chose LPL to take their company to the next level. We share that commitment and will continue to buy our advisors’ organisation to supply them with a best-in-class wealth management platform and business services so they can reach the goals they set for their customers, themselves and their companies. We anticipate a long partnership with Invex Financial.”
Check out other companies that recently signed up with LPL in the LPL Financial News and Media area of LPL.com.
Advisors, find an LPL business development agent near you.
About LPL Financial
LPL Financial (https://www.lpl.com) is a leader in the retail monetary recommendations market and the nation’s largest independent broker-dealer **. We serve independent financial advisors, professionals, and banks, supplying them with the innovation, research study, cleaning and compliance services, and practice management programs they require to develop and grow growing practices. LPL enables them to supply objective assistance to millions of American households looking for wealth management, retirement preparation, financial planning and asset management services.
Securities and Advisory services provided through LPL Financial, an authorized investment advisor. Member FINRA/ SIPC.
Invex Financial and LPL Financial are separate entities.
* Based upon previous service and represents assets that would have been custodied at LPL Financial, rather than third-party custodians. Documented possessions and client numbers have actually not been individually and fully validated by LPL Financial.
** Based on total incomes, Financial Planning publication June 1996-2019
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