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LPL Financial Welcomes Cornerstone Financial Advisers

LPL Financial, a prominent broker-dealer and registered investment advisor (RIA) platform, continues its expansion by welcoming  Cornerstone Financial Advisers to its network. This move is part of LPL’s ongoing strategy to attract high-caliber advisory teams seeking independence and robust support for their practices.

Cornerstone Financial Advisers, led by a team of seasoned professionals, brings significant assets and expertise to LPL Financial. The group specializes in comprehensive financial planning, investment management, and retirement planning, emphasizing personalized  client relationships and long-term financial security. By joining LPL, Cornerstone aims to leverage the firm’s advanced technology, comprehensive resources, and flexible business model to enhance service offerings and client satisfaction.

One of the main attraction for Cornerstone Financial Advisers in choosing LPL was the firm’s commitment to supporting independent advisors. LPL’s platform allows advisors to operate autonomously while benefiting from a suite of integrated tools designed to streamline operations and improve client engagement. This alignment of values and goals was a crucial factor in Cornerstone’s decision to transition to LPL.

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Scott Posner, LPL Executive Vice President of Business Development, highlighted the significance of this partnership, noting that Cornerstone’s dedication to client-centric service aligns perfectly with LPL’s mission. He expressed confidence that the collaboration would Cornerstone to achieve new heights in their advisory practice.

LPL Financial, serving over 22,000 financial advisors across the United States, has established itself as a leader by providing advisors the freedom to choose their business models and access to cutting-edge technology and resources. This approach has made LPL a preferred destination for advisory firms looking to grow and enhance their service capabilities.

The addition of Cornerstone Financial Advisers is part of a broader trend flexibility. Recently, other notable teams, such as McAnally investment Group and Latus Group,Ltd., have also joined LPL, citing similar motivations for the move

As LPL continues to attract top-tier advisory industry. The integration of Cornerstone Financial Advisers into LPL’s ecosystem is expected to be mutually beneficial, enhancing the experience through improved service delivery and innovative financial solutions.

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