“By going impartial and becoming a member of the Carnegie workforce, we’ll have shared sources, information and knowledge to assist higher serve my shoppers and guarantee they’re taken care of nicely into the longer term,” Mayfield stated in a press release.
“It’s going to be an incredible group of individuals working collectively. I’ve recognized the opposite Carnegie advisors for a very long time and we share the identical tradition and family-centric values,” he added.
Whereas planning the subsequent chapter of their enterprise, the advisors “sought extra flexibility and independence, in addition to enhanced expertise and improved communication with shoppers,” LPL stated, including that the Carnegie workforce plans to “shortly develop its service mannequin to supply extra tailor-made experiences for company executives and enterprise house owners.”
Advisors who be a part of Strategic Wealth acquire entry to LPL’s built-in wealth administration platform, in addition to ongoing strategic help for every day operations and long-term enterprise administration, the agency stated. Additionally they profit from an built-in service mannequin that LPL stated consists of simplified pricing, expertise and devoted help to launch their apply.
LPL now serves greater than 21,000 advisors, together with advisors at about 1,100 enterprises and at about 500 registered funding advisor corporations throughout the U.S., it stated.
