LPL Financial Welcomes Goodwin Petrilli Financial
LPL Financial (LPLA) announced that Goodwin Petrilli Financial has joined LPL's broker-dealer, RIA and custodial platforms, bringing approximately $205 million in advisory, brokerage and retirement plan assets from Cambridge Investment Research. The Fort Collins, Colorado-based firm, founded in 1992, specializes in financial planning and investment management services, with a strong focus on serving educators in northern Colorado. The team chose LPL for its advanced technology platform, particularly highlighting the integrated ClientWorks system for enhanced client service delivery.
LPL Financial (LPLA) ha annunciato che Goodwin Petrilli Financial si è unita alle piattaforme di broker-dealer, RIA e di custodia di LPL, portando circa 205 milioni di dollari in beni di consulenza, intermediazione e piani pensionistici da Cambridge Investment Research. L'azienda con sede a Fort Collins, Colorado, fondata nel 1992, si specializza in servizi di pianificazione finanziaria e gestione degli investimenti, con un forte focus nel servire gli educatori del Colorado settentrionale. Il team ha scelto LPL per la sua avanzata piattaforma tecnologica, evidenziando in particolare il sistema integrato ClientWorks per migliorare la consegna dei servizi ai clienti.
LPL Financial (LPLA) anunció que Goodwin Petrilli Financial se ha unido a las plataformas de corretaje, RIA y custodial de LPL, llevando aproximadamente $205 millones en activos de asesoría, corretaje y planes de jubilación de Cambridge Investment Research. La empresa con sede en Fort Collins, Colorado, fundada en 1992, se especializa en planificación financiera y servicios de gestión de inversiones, con un fuerte enfoque en atender a los educadores del norte de Colorado. El equipo eligió LPL por su avanzada plataforma tecnológica, destacando particularmente el sistema integrado ClientWorks para mejorar la entrega de servicios al cliente.
LPL Financial (LPLA)는 Goodwin Petrilli Financial이 LPL의 브로커-딜러, RIA 및 수탁 플랫폼에 합류하여 Cambridge Investment Research로부터 약 $205 백만의 자문, 중개 및 퇴직 계획 자산을 가져왔다는 발표를 했습니다. 1992년에 설립된 콜로라도주 포트 콜린스에 본사를 둔 이 회사는 재무 계획 및 투자 관리 서비스에 전문화되어 있으며, 콜로라도 북부에 있는 교육자들에게 특히 집중하고 있습니다. 이 팀은 고객 서비스 제공을 개선하기 위해 통합 클라이언트 작업 시스템인 ClientWorks를 특히 강조하면서 LPL의 첨단 기술 플랫폼을 선택했습니다.
LPL Financial (LPLA) a annoncé que Goodwin Petrilli Financial a rejoint les plateformes de courtage, RIA et de garde de LPL, apportant environ 205 millions de dollars d'actifs en conseil, courtage et plans de retraite de Cambridge Investment Research. L'entreprise, fondée en 1992 et basée à Fort Collins, Colorado, se spécialise dans la planification financière et les services de gestion d'investissement, avec un fort accent sur le service aux éducateurs du Colorado du Nord. L'équipe a choisi LPL pour sa plateforme technologique avancée, mettant particulièrement en avant le système intégré ClientWorks pour améliorer la prestation de services aux clients.
LPL Financial (LPLA) gab bekannt, dass Goodwin Petrilli Financial den Broker-Dealer, RIA und Verwahrplattformen von LPL beigetreten ist und etwa 205 Millionen Dollar an Vermögenswerten in Beratung, Brokerage und Altersvorsorgeplänen von Cambridge Investment Research mitgebracht hat. Das 1992 gegründete Unternehmen mit Sitz in Fort Collins, Colorado, ist auf Finanzplanung und Investment-Management-Dienstleistungen spezialisiert und legt einen starken Fokus auf die Betreuung von Pädagogen im Norden von Colorado. Das Team wählte LPL aufgrund seiner fortschrittlichen Technologieplattform und hob insbesondere das integrierte ClientWorks-System zur Verbesserung der Kundenservicebereitstellung hervor.
- Acquired new advisory team with $205 million in assets
- Expands presence in Northern Colorado market
- Strengthens educational sector client base
- None.
Insights
The addition of Goodwin Petrilli Financial, managing
The team's specialization in educator retirement planning and multi-generational wealth management adds valuable expertise to LPL's network. Their strong local presence in Northern Colorado and established referral network could provide LPL with enhanced market penetration in this region. The transition from Cambridge Investment Research also demonstrates LPL's competitive advantage in attracting established practices through its technology platform and support services.
SAN DIEGO, Oct. 29, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Randy Petrilli, Matt Goodwin, Travis Whitaker and Jeff McWhorter of Goodwin Petrilli Financial have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The advisors reported having approximately
Based in Fort Collins, Co., the firm was founded in 1992 by Harry Goodwin, Matt’s father, who retired last year after serving clients for more than three decades. The ensemble practice offers a comprehensive range of financial planning and investment management services to individuals, families and businesses throughout Northern Colorado.
“We have a strong local presence and have built our business through a solid referral network,” Goodwin said. “The team has a long history of working with educators in northern Colorado by helping them manage retirement assets and plan for retirement. Over the years, we’ve worked with multiple generations of clients who want to preserve their family legacies.”
As client expectations continue to rise, the team at Goodwin Petrilli Financial turned to LPL for the next chapter of their business.
“We were highly impressed by LPL’s technology, which allows us to provide more personalized and efficient services,” Petrilli said. “Our clients benefit by having one place where they can find all their account information, and we appreciate how programs work together in ClientWorks to manage our daily tasks — from meeting minutes to planning software. We are excited about LPL’s commitment to providing us with the resources and support we need to grow our business and deliver more value to clients.”
Scott Posner, LPL Executive Vice President, Business Development, said, “On behalf of the entire LPL community, I’d like to extend a warm welcome to Randy, Matt, Travis and Jeff. We are committed to delivering innovative technology, robust resources and strategic support to enable advisors to provide personalized advice and run thriving practices. We look forward to supporting the entire team at Goodwin Petrilli Financial 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. Goodwin Petrilli Financial and LPL are separate entities.
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FAQ
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