LPL Financial Welcomes Financial Advisor Ashton Medina
LPL Financial announced that financial advisor Ashton Medina has joined their broker-dealer and corporate RIA platforms, aligning with GradePoint Financial Group. Medina, based in Miami, Florida, reported serving approximately $155 million in advisory, brokerage and retirement plan assets. He joins LPL from Synovus Securities.
Medina, in his fifth year as an advisor, focuses on providing comprehensive wealth management and financial planning services. He chose LPL and GradePoint for their independence, digital platform, and localized support. Jeff Hughes, President of GradePoint Financial Group, welcomed Medina, praising his expertise in multi-generational wealth and estate planning.
Scott Posner, LPL Executive Vice President of Business Development, emphasized LPL's commitment to supporting advisors with resources and freedom to build their businesses independently.
LPL Financial ha annunciato che l'advisor finanziario Ashton Medina ha aderito alle loro piattaforme di broker-dealer e RIA corporate, collaborando con GradePoint Financial Group. Medina, con sede a Miami, Florida, ha riportato di gestire circa 155 milioni di dollari in asset di consulenza, intermediazione e piani pensionistici. Arriva a LPL da Synovus Securities.
Medina, che è al suo quinto anno come advisor, si concentra sulla fornitura di servizi completi di gestione della ricchezza e pianificazione finanziaria. Ha scelto LPL e GradePoint per la loro indipendenza, la piattaforma digitale e il supporto localizzato. Jeff Hughes, Presidente di GradePoint Financial Group, ha accolto Medina, lodando la sua esperienza nella gestione della ricchezza multi-generazionale e nella pianificazione patrimoniale.
Scott Posner, Vicepresidente Esecutivo dello Sviluppo Commerciale di LPL, ha sottolineato l'impegno di LPL nel supportare gli advisor con risorse e libertà per costruire le proprie attività in modo autonomo.
LPL Financial anunció que el asesor financiero Ashton Medina se ha unido a sus plataformas de corredor-dealer y RIA corporativa, en colaboración con GradePoint Financial Group. Medina, con sede en Miami, Florida, informó que gestiona aproximadamente $155 millones en activos de asesoramiento, corretaje y planes de jubilación. Se une a LPL provenientes de Synovus Securities.
Medina, en su quinto año como asesor, se enfoca en proporcionar servicios completos de gestión de patrimonio y planificación financiera. Elegió LPL y GradePoint por su independencia, plataforma digital y apoyo localizado. Jeff Hughes, presidente de GradePoint Financial Group, dio la bienvenida a Medina, elogiando su experiencia en la gestión de riqueza multigeneracional y planificación patrimonial.
Scott Posner, vicepresidente ejecutivo de desarrollo comercial de LPL, enfatizó el compromiso de LPL de apoyar a los asesores con recursos y libertad para construir sus negocios de manera independiente.
LPL Financial은 재정 상담사 애스턴 메디나가 그들의 브로커-딜러 및 기업 RIA 플랫폼에 합류하여 GradePoint Financial Group과 협력하게 되었다고 발표했다. 플로리다주 마이애미에 거주하는 메디나는 약 1억 5천5백만 달러의 자문, 중개 및 퇴직 연금 자산을 관리하고 있다고 보고했다. 그는 Synovus 증권에서 LPL로 이직했다.
재정 상담사로서 다섯 번째 해에 접어든 메디나는 포괄적인 자산 관리와 재정 계획 서비스를 제공하는 데 중점을 두고 있다. 그는 LPL과 GradePoint를 독립성, 디지털 플랫폼 및 지역 지원 때문에 선택했다. GradePoint Financial Group의 회장인 제프 휴즈는 메디나를 환영하며 그의 다세대 자산 관리 및 재산 계획에 대한 전문성을 높이 평가했다.
LPL의 사업 개발 수석 부사장인 스콧 포스너는 LPL이 자문가들이 독립적으로 자신의 사업을 발전시키기 위한 자원과 자유를 지원하는 데 헌신하고 있다고 강조했다.
LPL Financial a annoncé que le conseiller financier Ashton Medina a rejoint leurs plateformes de courtier-négociant et de RIA d'entreprise, s'alignant avec GradePoint Financial Group. Medina, basée à Miami, en Floride, a déclaré qu'elle servait environ 155 millions de dollars d'actifs de conseil, de courtage et de plans de retraite. Elle rejoint LPL en provenance de Synovus Securities.
Medina, dans sa cinquième année en tant que conseillère, se concentre sur la fourniture de services complets de gestion de patrimoine et de planification financière. Elle a choisi LPL et GradePoint pour leur indépendance, leur plateforme numérique et leur soutien localisé. Jeff Hughes, Président de GradePoint Financial Group, a accueilli Medina, louant son expertise en matière de richesse multi-générationnelle et de planification successorale.
Scott Posner, Vice-Président Exécutif du Développement Commercial chez LPL, a souligné l'engagement de LPL à soutenir les conseillers avec des ressources et la liberté de développer leurs entreprises de manière indépendante.
LPL Financial gab bekannt, dass Finanzberater Ashton Medina ihren Broker-Dealer- und Unternehmens-RIA-Plattformen beigetreten ist, um mit GradePoint Financial Group zusammenzuarbeiten. Medina, der in Miami, Florida, ansässig ist, berichtete, dass er ungefähr 155 Millionen US-Dollar in Beratungs-, Brokerage- und Rentenplanvermögen verwaltet. Er wechselt von Synovus Securities zu LPL.
Medina, in seinem fünften Jahr als Berater, konzentriert sich darauf, umfassende Vermögensverwaltungs- und Finanzplanungsdienste anzubieten. Er wählte LPL und GradePoint aufgrund ihrer Unabhängigkeit, der digitalen Plattform und des lokalen Supports. Jeff Hughes, Präsident der GradePoint Financial Group, hieß Medina willkommen und lobte seine Expertise in der multi-generationalen Vermögensverwaltung und Nachlassplanung.
Scott Posner, Executive Vice President für Geschäftsentwicklung bei LPL, betonte das Engagement von LPL, Berater mit Ressourcen und der Freiheit zu unterstützen, ihre Geschäfte unabhängig aufzubauen.
- Ashton Medina brings $155 million in assets to LPL Financial
- LPL Financial expands its advisor network
- GradePoint Financial Group strengthens its team with a new advisor
- None.
SAN DIEGO, Oct. 14, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisor Ashton Medina, CFA®, CFP®, has joined LPL Financial’s broker-dealer and corporate RIA platforms, aligning with existing firm GradePoint Financial Group. He reported having served approximately
Based in Miami, Fla., Medina is in his fifth year as an advisor following an initial career as a portfolio manager at a private bank. He’s committed to delivering a broad spectrum of wealth management and financial planning services, with a focus on education to help his clients better understand the complexities of their financial lives.
“I am very passionate about the world of investments,” said Medina, who immigrated from Colombia after graduating high school at age 16. “Transitioning from a portfolio manager to a financial advisor has allowed me to provide clients with a more holistic approach to their needs, so that I can address every facet of their finances and offer a higher level of value.”
Looking for independence and the autonomy to run his business on his own terms, Medina turned to LPL and GradePoint.
“I’m excited to be part of LPL and GradePoint Financial Group,” said Medina. “I really appreciate LPL's comprehensive digital platform with single sign-on where I can access everything in one place. This will allow me to expand my service offering and create more positive experiences for clients. I am also impressed with GradePoint’s localized support and dedicated resources.”
Jeff Hughes, President of GradePoint Financial Group, said, “We’re thrilled to welcome our newest team member, Ashton Medina, to Gradepoint Financial. Ashton excels at transforming intricate challenges into customized solutions, especially in unique situations. With a keen focus on multi-generational wealth and estate planning, his personalized approach and attention to detail make him a great addition to our team. Welcome Ashton!”
Scott Posner, LPL Executive Vice President, Business Development, said, “We welcome Ashton to LPL and congratulate him on making the move to independence. At LPL, we’re committed to delivering differentiated support services and robust resources, along with the freedom, choice and ability advisors need to build a business of value on their own terms. We look forward to supporting the entire GradePoint Financial Group for years to come.”
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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. GradePoint 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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