4Point Wealth Management Joins LPL Strategic Wealth Services
LPL Financial (Nasdaq: LPLA) announced that 4Point Wealth Management, a team of financial advisors managing approximately $375 million in assets, has joined LPL's Strategic Wealth Services (SW) model. The team, consisting of Christina McConnell, Laura Long, and Jay Tillman, transitioned from Wells Fargo Financial Advisors Network (FiNet) to LPL's supported independence platform.
4Point Wealth Management, founded in 2006 and based in Davidson, N.C., specializes in comprehensive retirement planning, asset allocation analysis, and goals-based financial planning. The team chose LPL's SW model for its true independence, best-in-class technology, and strategic business resources. This move allows them to offer more personalized investment options and enhanced service experiences to their clients.
LPL Financial (Nasdaq: LPLA) ha annunciato che 4Point Wealth Management, un team di consulenti finanziari che gestisce circa 375 milioni di dollari in attivi, è entrato nel modello Strategic Wealth Services (SW) di LPL. Il team, composto da Christina McConnell, Laura Long e Jay Tillman, ha effettuato il passaggio dal Wells Fargo Financial Advisors Network (FiNet) alla piattaforma di indipendenza supportata di LPL.
Fondata nel 2006 e con sede a Davidson, N.C., 4Point Wealth Management si specializza in pianificazione pensionistica completa, analisi dell'allocazione degli attivi e pianificazione finanziaria basata su obiettivi. Il team ha scelto il modello SW di LPL per la sua vera indipendenza, tecnologia di classe mondiale e risorse strategiche aziendali. Questo cambiamento consente loro di offrire opzioni di investimento più personalizzate e esperienze di servizio migliorate ai loro clienti.
LPL Financial (Nasdaq: LPLA) anunció que 4Point Wealth Management, un equipo de asesores financieros que gestiona aproximadamente 375 millones de dólares en activos, se ha unido al modelo de Strategic Wealth Services (SW) de LPL. El equipo, formado por Christina McConnell, Laura Long y Jay Tillman, hizo la transición desde la red de asesores financieros de Wells Fargo (FiNet) a la plataforma de independencia respaldada de LPL.
4Point Wealth Management, fundado en 2006 y con sede en Davidson, N.C., se especializa en planificación de jubilación integral, análisis de asignación de activos y planificación financiera basada en objetivos. El equipo eligió el modelo SW de LPL por su verdadera independencia, tecnología de primera clase y recursos empresariales estratégicos. Este cambio les permite ofrecer opciones de inversión más personalizadas y experiencias de servicio mejoradas a sus clientes.
LPL Financial (Nasdaq: LPLA)는 약 3억7500만 달러의 자산을 관리하는 금융 자문팀인 4Point Wealth Management가 LPL의 Strategic Wealth Services (SW) 모델에 가입했다고 발표했습니다. 해당 팀은 Christina McConnell, Laura Long, Jay Tillman으로 구성되어 있으며, Wells Fargo Financial Advisors Network (FiNet)에서 LPL의 지원 독립 플랫폼으로 전환했습니다.
2006년에 설립된 4Point Wealth Management는 노후 계획, 자산 배분 분석 및 목표 기반 재무 계획을 전문으로 하며, 노스캐롤라이나주 데이비슨에 본사를 두고 있습니다. 팀은 진정한 독립성, 최상의 기술 및 전략적 비즈니스 리소스 때문에 LPL의 SW 모델을 선택했습니다. 이 변화는 고객에게 보다 개인화된 투자 옵션과 향상된 서비스 경험을 제공할 수 있게 합니다.
LPL Financial (Nasdaq: LPLA) a annoncé que 4Point Wealth Management, une équipe de conseillers financiers gérant environ 375 millions de dollars d'actifs, a rejoint le modèle Strategic Wealth Services (SW) de LPL. L'équipe, composée de Christina McConnell, Laura Long et Jay Tillman, est passée du réseau des conseillers financiers de Wells Fargo (FiNet) à la plateforme d'indépendance soutenue de LPL.
Fondée en 2006 et basée à Davidson, N.C., 4Point Wealth Management se spécialise dans la planification de la retraite complète, l'analyse de l'allocation d'actifs et la planification financière axée sur les objectifs. L'équipe a choisi le modèle SW de LPL pour sa véritable indépendance, sa technologie de premier ordre et ses ressources stratégiques pour les entreprises. Ce changement leur permet d'offrir des options d'investissement plus personnalisées et d'améliorer l'expérience de service pour leurs clients.
LPL Financial (Nasdaq: LPLA) gab bekannt, dass 4Point Wealth Management, ein Team von Finanzberatern, das etwa 375 Millionen Dollar an Vermögenswerten verwaltet, dem Strategic Wealth Services (SW) Modell von LPL beigetreten ist. Das Team, bestehend aus Christina McConnell, Laura Long und Jay Tillman, wechselte von Wells Fargo Financial Advisors Network (FiNet) zur unterstützten Unabhängigkeitsplattform von LPL.
4Point Wealth Management, gegründet im Jahr 2006 mit Sitz in Davidson, N.C., ist auf umfassende Altersvorsorgeplanung, Vermögensallokationsanalysen und zielbasierte Finanzplanung spezialisiert. Das Team entschied sich für das SW-Modell von LPL aufgrund seiner wahren Unabhängigkeit, erstklassigen Technologie und strategischen Geschäftsressourcen. Diese Entscheidung ermöglicht es ihnen, ihren Kunden personalisierte Investitionsmöglichkeiten und verbesserte Serviceerfahrungen anzubieten.
- 4Point Wealth Management, managing $375 million in assets, joined LPL Financial's Strategic Wealth Services model
- The move provides 4Point with access to LPL's innovative wealth management platform and sophisticated resources
- LPL's Strategic Wealth Services offers comprehensive support, including business development, marketing strategies, and operational efficiency
- None.
SAN DIEGO, Aug. 19, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Christina McConnell, CRC®, ADPA™, Laura Long, CRPC™, AWMA™, MBA, and Jay Tillman, CPWA®, CIMA®, CFP®, RICP®, CLU®, have joined LPL Financial’s supported independence model, LPL Strategic Wealth Services (SW). The team reported having served approximately
Based in Davidson, N.C., just north of Charlotte, 4Point Wealth Management was founded in 2006 with a mission to champion each client’s unique wealth journey and pursuit of financial independence. The highly accredited team has more than 50 years of industry experience, collectively, and they specialize in comprehensive retirement planning, asset allocation analysis, executive compensation and goals-based financial planning. They are supported by longtime Client Services Manager Randi Derene.
“We are committed to being there for each client’s significant life moments,” McConnell said, noting the name 4Point represents the four cornerstones of wealth management: building, managing, protecting and transitioning wealth. “We’ve grown our business organically over the years by providing a high level of service and developing meaningful relationships that go beyond investment management.”
Over the years, the 4Point team has adapted to rising client expectations and industry changes, including going independent in 2021. Seeking more autonomy and the freedom to expand their business on their terms, they turned to LPL Strategic Wealth Services.
“Remaining true to our core principles, we decided it was time to evolve as a team and create a more ideal environment where we have true independence, supported by a partner who shares our values and client-first mentality,” Long said. “Partnering with LPL allows us to be more transparent as we deepen our relationships with clients. We have access to best-in-class technology and strategic business resources, and we can now offer more personalized investment options and enhanced service experiences.”
The team chose to affiliate via LPL’s comprehensive supported independence solution, LPL Strategic Wealth Services, which combines the freedom and flexibility of entrepreneurship with hands-on business services and support to help practices thrive, both operationally and strategically. In addition to having access to LPL’s innovative wealth management platform and sophisticated resources, SW advisors benefit from a truly integrated service that includes simplified pricing, technology and dedicated support to launch their practice. After the transition is complete, SW teams receive ongoing operations support managed by their team of experienced professionals including a business strategist, marketing partner, CFO and administrative assistant. Advisors have one point of contact, a dedicated team and priority access to advocacy and project management for complex business issues, ultimately allowing them to stay focused on the enduring needs of their clients and the culture and evolution of their practice.
“We really appreciate the invaluable support from LPL, including guidance on business development, marketing strategies and operational efficiency,” Tillman said. “We are excited about having the autonomy to shape our practice the way we want and build a culture that reflects our true values and commitment to our clients. This new chapter allows us to spend more time serving our clients, offering an array of new products, services, support and tools for even more personalized financial strategies.”
Scott Posner, LPL Executive Vice President, Business Development, said, “We welcome Christina, Laura, Jay and Randi to the LPL Strategic Wealth Services community. It’s an honor to be their chosen partner as they build out the next phase of their ideal practice — one centered around putting their clients’ best interests first. We are committed to delivering sophisticated resources and an open-architecture platform that allow advisors to use the tools that work best for their business. On top of that, the LPL Strategic Wealth Services team will be there each step of the way to provide an additional layer of comprehensive, modern services and support. We look forward to a long-lasting and successful relationship with 4Point Wealth Management.”
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About LPL Financial
LPL 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 more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 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. 4Point Wealth Management 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.
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*Value approximated based on asset and holding details provided to LPL from end of year, 2023.
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