LPL Financial welcomes Bury Financial Group
LPL Financial has announced that Bury Financial Group has joined its broker-dealer, RIA, and custodial platforms. The Youngstown, Ohio-based practice, founded by Todd Bury in 1992, reported serving approximately $655 million in advisory, brokerage, and retirement plan assets. The team, which includes partners Brian Laraway, David Maxwell, Gregory Gett, and Kelcie Schiraldi, along with advisors Nicholas Romeo and Sarah Bury, has transitioned from Osaic to LPL Financial.
Bury Financial Group chose LPL for its commitment to independence, open architecture platform, and innovative capabilities. This move is expected to strengthen their team and brand, enabling them to provide enhanced services to their clients. LPL Financial (Nasdaq: LPLA) serves over 23,000 financial advisors and is known for its advisor-mediated model and commitment to personalized financial guidance.
LPL Financial ha annunciato che Bury Financial Group è entrato a far parte delle sue piattaforme di broker-dealer, RIA e custodia. La pratica, con sede a Youngstown, Ohio, fondata da Todd Bury nel 1992, ha dichiarato di servire circa 655 milioni di dollari in asset di consulenza, intermediazione e piani pensionistici. Il team, che include i partner Brian Laraway, David Maxwell, Gregory Gett e Kelcie Schiraldi, insieme agli consulenti Nicholas Romeo e Sarah Bury, è passato da Osaic a LPL Financial.
Bury Financial Group ha scelto LPL per il suo impegno verso l'indipendenza, la piattaforma ad architettura aperta e le capacità innovative. Questo passo è previsto per rafforzare il loro team e marchio, permettendo loro di offrire servizi migliorati ai clienti. LPL Financial (Nasdaq: LPLA) serve oltre 23.000 consulenti finanziari ed è conosciuta per il suo modello mediato dai consulenti e l'impegno verso la guida finanziaria personalizzata.
LPL Financial ha anunciado que Bury Financial Group se ha unido a sus plataformas de corredor-dealer, RIA y custodia. La práctica, con sede en Youngstown, Ohio, fundada por Todd Bury en 1992, reportó que atiende aproximadamente 655 millones de dólares en activos de asesoría, corretaje y planes de jubilación. El equipo, que incluye a los socios Brian Laraway, David Maxwell, Gregory Gett y Kelcie Schiraldi, junto con los asesores Nicholas Romeo y Sarah Bury, ha hecho la transición de Osaic a LPL Financial.
Bury Financial Group eligió LPL por su compromiso con la independencia, su plataforma de arquitectura abierta y sus capacidades innovadoras. Este movimiento se espera que fortalezca su equipo y marca, permitiéndoles ofrecer servicios mejorados a sus clientes. LPL Financial (Nasdaq: LPLA) atiende a más de 23,000 asesores financieros y es conocida por su modelo mediado por asesores y su compromiso con la orientación financiera personalizada.
LPL 금융은 Bury Financial Group이 자신의 브로커-딜러, RIA 및 보호 플랫폼에 합류했다고 발표했습니다. 1992년 Todd Bury에 의해 설립된 이 회사는 오하이오주 영스타운에 위치하고 있으며,약 6억 5,500만 달러의 자산을 자문, 중개 및 퇴직 계획으로 서비스하고 있다고 보고했습니다. Brian Laraway, David Maxwell, Gregory Gett, Kelcie Schiraldi 등의 파트너와 Nicholas Romeo, Sarah Bury의 자문으로 구성된 팀이 Osaic에서 LPL 금융으로 전환했습니다.
Bury Financial Group은 독립성, 개방형 플랫폼 및 혁신적 기능에 대한 LPL의 약속을 선택했습니다. 이번 이동은 팀과 브랜드를 강화하고 고객에게 향상된 서비스를 제공할 수 있도록 할 것으로 기대됩니다. LPL 금융(Nasdaq: LPLA)은 23,000명 이상의 금융 자문을 관리하며, 자문 중개 모델과 개인화된 재무 안내에 대한 약속으로 잘 알려져 있습니다.
LPL Financial a annoncé que Bury Financial Group a rejoint ses plateformes de courtier, RIA et de conservation. La pratique, basée à Youngstown, Ohio, fondée par Todd Bury en 1992, a déclaré servir environ 655 millions de dollars d'actifs de conseil, de courtage et de retraite. L'équipe, qui comprend les partenaires Brian Laraway, David Maxwell, Gregory Gett et Kelcie Schiraldi, ainsi que les conseillers Nicholas Romeo et Sarah Bury, a changé de Osaic à LPL Financial.
Bury Financial Group a choisi LPL pour son engagement en faveur de l'indépendance, sa plateforme à architecture ouverte et ses capacités innovantes. Ce changement devrait renforcer leur équipe et leur marque, leur permettant d'offrir des services améliorés à leurs clients. LPL Financial (Nasdaq: LPLA) sert plus de 23 000 conseillers financiers et est connu pour son modèle de conseil intermédiaire et son engagement envers un accompagnement financier personnalisé.
LPL Financial hat angekündigt, dass Bury Financial Group seinen Broker-Dealer, RIA und Verwahrplattformen beigetreten ist. Die in Youngstown, Ohio ansässige Praxis, die 1992 von Todd Bury gegründet wurde, meldete, dass sie etwa 655 Millionen Dollar an Beratungs-, Brokerage- und Rentenvermögen verwaltet. Zu dem Team gehören die Partner Brian Laraway, David Maxwell, Gregory Gett und Kelcie Schiraldi sowie die Berater Nicholas Romeo und Sarah Bury, die von Osaic zu LPL Financial gewechselt sind.
Bury Financial Group wählte LPL aufgrund seines Engagements für Unabhängigkeit, einer offenen Architekturplattform und innovativen Fähigkeiten. Dieser Schritt wird voraussichtlich ihr Team und ihre Marke stärken und ihnen ermöglichen, ihren Kunden verbesserte Dienstleistungen anzubieten. LPL Financial (Nasdaq: LPLA) bedient über 23.000 Finanzberater und ist bekannt für sein von Beratern vermitteltes Modell und sein Engagement für individuelle Finanzberatung.
- Bury Financial Group brings $655 million in assets to LPL Financial
- LPL gains a well-established practice with a 30-year history
- Expansion of LPL's advisor network, potentially increasing revenue
- None.
SAN DIEGO, Sept. 19, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that the advisors with Bury Financial Group have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately
President and Managing Partner Todd Bury founded the Youngstown, Ohio-based practice in 1992 while he was a sophomore in college. He earned his financial planning license by age 20 and steadily grew his client base, operating as a one-man shop for more than a decade. In 2006, Bury partnered with Vice President/ Managing Partner Brian Laraway, who shared his values and belief that clients are better served in a collaborative environment where each advisor brings a different skillset and background to the team.
Together they built a full-service wealth management firm focused on long-term planning. The team now includes fellow partners David Maxwell, Gregory Gett and Kelcie Schiraldi, as well as advisors Nicholas Romeo and Sarah Bury. They are supported by Vice President of Operations Kelly Frammartino, paraplanners Bill Nock and Alexander Baker, and client services team members Jocelyn Palowitz and Amanda Peffer.
“We have close relationships with each of our clients and treat them like family,” Bury said. “It’s our goal to help them lead happier, healthier and more productive lives. We believe our success is based on our long history of strong leadership, sound investments and innovative products and services.”
Looking to elevate their practice and create differentiated service experiences for clients, Bury Financial Group turned to LPL.
“We are excited to join LPL Financial and partner with a firm that shares our commitment to providing clients with the highest level of service and advice,” Laraway said. “LPL is dedicated to independence and providing ultimate flexibility with an open architecture platform that empowers advisors to provide a broad spectrum of investment products and services to clients. With this move, we have strengthened our team and brand to give clients the level of service they deserve and should expect.”
Scott Posner, LPL Executive Vice President, Business Development, said, “It’s an honor to welcome Bury Financial Group to LPL. As teams like Bury Financial seek more sophisticated resources to evolve their offerings and build their perfect practice, we continue to invest in a wide range of differentiated services and innovative capabilities to help them deliver great experiences to their clients. We wish Bury Financial Group much success in the next chapter of their business.”
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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 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. Bury Financial Group 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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