LPL Financial Welcomes Stable Wealth
July 18 2024 - 9:00AM
LPL Financial LLC announced today that financial advisor Alex
Williams, CFP®, has joined LPL Financial’s broker-dealer, RIA and
custodial platforms to launch a new independent practice, Stable
Wealth. He reported serving approximately $170 million in advisory,
brokerage and retirement plan assets* and joins LPL from Edward
Jones.
Based in Olympia, Wash., Williams is a 25-year veteran of the
financial services industry and past regional leader who enjoys
putting the investment strategies and comprehensive financial plans
in place to help clients take more control of their financial
journey. He works primarily with retirees and clients in the
equestrian community, where his wife, Jennifer, has won numerous
accolades and a National Championship in dressage at the highest
Grand Prix level.
In going independent, Williams founded Stable Wealth to create
differentiated experiences for clients as they work toward their
best retirement. He is joined by registered administrative
assistant Cindi Mitchell.
“Moving to LPL was a strategic decision driven by my desire for
greater flexibility and the freedom to better serve clients,”
Williams said. “I have a commitment to adapt to this ever-changing
financial landscape. As client expectations continuously evolve, it
became clear that I needed a partnership that could support their
increased needs. I can now offer more holistic planning, which
includes advanced tax and estate planning, as well as alternative
investment opportunities.”
Williams noted the decision to move to LPL was not made lightly.
He researched many firms and other opportunities before deciding
that LPL’s depth of planning tools and business resources would
help him be more hands-on in his approach to helping clients manage
their portfolios in a scalable way. He also receives dedicated
localized support from Financial Advocates, an existing firm that
offers concierge-level services to independent advisors in the
Pacific Northwest.
Scott Posner, LPL Executive Vice President, Business
Development, said, “We welcome Alex and Cindi to the LPL community
and congratulate Financial Advocates on growing its advisor
network. At LPL, we are deeply committed to giving advisors
ultimate choice and flexibility in how they build their ideal
practice. We offer a wide range of innovative solutions and
integrated capabilities to help advisors grow and be successful in
serving the diverse needs of their clients. We congratulate Alex on
the move to independence and look forward to supporting Stable
Wealth for years to come.”
Related
Advisors, find your perfect fit at LPL.
About LPL FinancialLPL Financial Holdings Inc.
(Nasdaq: LPLA) was founded on the principle that LPL should work
for advisors and institutions, and not the other way around. Today,
LPL is a leader in the markets we serve, serving nearly 23,000
financial advisors, including advisors at approximately 1,100
institutions and at approximately 570 registered investment advisor
("RIA") firms nationwide. We are steadfast in our commitment to the
advisor-mediated model and the belief that Americans deserve access
to personalized guidance from a financial professional. At LPL,
independence means that advisors and institution leaders have the
freedom they deserve to choose the business model, services and
technology resources that allow them to run a thriving business.
They have the flexibility to do business their way. And they have
the freedom to manage their client relationships, because they know
their clients best. Simply put, we take care of our advisors and
institutions, so they can take care of their clients.
Securities and Advisory services offered through LPL Financial
LLC ("LPL Financial"), a registered investment advisor. Member
FINRA/SIPC. LPL Financial and its affiliated companies provide
financial services only from the United States. Stable Wealth,
Financial Advocates and LPL Financial are separate entities.
Throughout this communication, the terms “financial advisors”
and “advisors” are used to refer to registered representatives
and/or investment advisor representatives affiliated with LPL
Financial.
We routinely disclose information that may be important to
shareholders in the "Investor Relations" or "Press Releases"
section of our website.
*Value approximated based on asset and holding details provided
to LPL from end of year, 2023.
Connect with Us!
https://twitter.com/lpl
https://www.linkedin.com/company/lpl-financial
https://www.facebook.com/LPLFinancialLLC
https://www.youtube.com/user/lplfinancialllc
Media
Contact:Media.relations@LPLFinancial.com(704) 996-1840
Tracking #602327
LPL Financial (NASDAQ:LPLA)
Historical Stock Chart
From Jun 2024 to Jul 2024
LPL Financial (NASDAQ:LPLA)
Historical Stock Chart
From Jul 2023 to Jul 2024