LPL Financial Welcomes Rizza Financial Services
LPL Financial (Nasdaq: LPLA) has announced that financial advisor Jerry Rizza has joined their broker-dealer, RIA, and custodial platforms. Rizza, who previously served with Osaic, brings approximately $250 million in advisory, brokerage, and retirement plan assets to LPL. With 31 years of experience in financial services, Rizza specializes in retirement planning and behavioral investment counseling.
Based in Melville, NY, Rizza Financial Services includes two licensed assistants. The move to LPL was motivated by the desire for enhanced service experiences, office efficiencies, and a robust technology platform. LPL's advisor-centric model and integrated platform are expected to improve client service and streamline operations.
LPL Financial (Nasdaq: LPLA) ha annunciato che il consulente finanziario Jerry Rizza è entrato a far parte della loro piattaforma di broker-dealer, RIA e custodia. Rizza, che in precedenza ha lavorato con Osaic, porta con sé circa $250 milioni in attività di consulenza, intermediazione e piani pensionistici a LPL. Con 31 anni di esperienza nei servizi finanziari, Rizza si specializza nella pianificazione pensionistica e nel counseling comportamentale degli investimenti.
Con sede a Melville, NY, Rizza Financial Services conta due assistenti autorizzati. La scelta di passare a LPL è stata motivata dal desiderio di migliorare l'esperienza di servizio, l'efficienza degli uffici e una piattaforma tecnologica robusta. Il modello incentrato sul consulente di LPL e la piattaforma integrata dovrebbero migliorare il servizio al cliente e semplificare le operazioni.
LPL Financial (Nasdaq: LPLA) ha anunciado que el asesor financiero Jerry Rizza se ha unido a sus plataformas de corredor-dealer, RIA y custodia. Rizza, que anteriormente trabajaba en Osaic, trae aproximadamente $250 millones en activos de asesoramiento, corretaje y planes de jubilación a LPL. Con 31 años de experiencia en servicios financieros, Rizza se especializa en planificación de jubilación y asesoramiento conductual en inversiones.
Con sede en Melville, NY, Rizza Financial Services incluye dos asistentes licenciados. La decisión de unirse a LPL fue motivada por el deseo de mejorar la experiencia de servicio, la eficiencia de la oficina y una sólida plataforma tecnológica. Se espera que el modelo centrado en el asesor de LPL y la plataforma integrada mejoren el servicio al cliente y agilicen las operaciones.
LPL 금융(Nasdaq: LPLA)은 재정 상담사 제리 리자가 자사의 브로커-딜러, RIA 및 수탁 플랫폼에 합류했다고 발표했습니다. 이전에 Osaic에서 근무했던 리자는 LPL에 약 $250백만의 자산(자문, 중개 및 은퇴 계획 자산)을 가져옵니다. 31년의 금융 서비스 경험을 가진 리자는 은퇴 계획 및 행동 투자 상담을 전문으로 합니다.
뉴욕주 멜빌에 본사를 둔 리자 재정 서비스에는 두 명의 면허 있는 보조원이 있습니다. LPL로의 이직은 향상된 서비스 경험, 사무실 효율성 및 강력한 기술 플랫폼에 대한 바람에서 비롯되었습니다. LPL의 자문 중심 모델과 통합 플랫폼은 고객 서비스 향상 및 운영 간소화에 기여할 것으로 기대됩니다.
LPL Financial (Nasdaq: LPLA) a annoncé que le conseiller financier Jerry Rizza a rejoint leurs plateformes de courtier, RIA et de garde. Rizza, qui a précédemment travaillé avec Osaic, apporte environ $250 millions d'actifs en conseil, courtage et plans de retraite à LPL. Fort de 31 ans d'expérience dans les services financiers, Rizza se spécialise dans la planification de la retraite et le conseil en investissement comportemental.
Basée à Melville, NY, Rizza Financial Services comprend deux assistants licenciés. Le passage à LPL a été motivé par le désir d'améliorer l'expérience client, l'efficacité du bureau et de disposer d'une plateforme technologique solide. Le modèle centré sur le conseiller de LPL et la plateforme intégrée devraient améliorer le service à la clientèle et rationaliser les opérations.
LPL Financial (Nasdaq: LPLA) hat angekündigt, dass der Finanzberater Jerry Rizza zu ihren Broker-Dealer-, RIA- und Depotplattformen gestoßen ist. Rizza, der zuvor bei Osaic tätig war, bringt etwa $250 Millionen in Beratungs-, Brokerage- und Altersvorsorgevermögen zu LPL mit. Mit 31 Jahren Erfahrung im Finanzdienstleistungssektor spezialisiert sich Rizza auf Altersplanung und verhaltensbasierte Investitionsberatung.
Mit Sitz in Melville, NY, umfasst Rizza Financial Services zwei lizensierte Assistenten. Der Umstieg auf LPL wurde durch den Wunsch nach verbesserten Serviceerfahrungen, Büroeffizienz und einer robusten Technologieplattform motiviert. Das beraterzentrierte Modell von LPL und die integrierte Plattform sollen den Kundenservice verbessern und die Abläufe straffen.
- LPL Financial gained a new advisor with $250 million in assets under management
- Expansion of LPL's advisor network, potentially increasing revenue
- Acquisition of an experienced advisor with 31 years in the industry
- None.
SAN DIEGO, July 29, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisor Jerry Rizza has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported having served approximately
With 31 years of financial services experience, Rizza’s unique background includes playing professional baseball within the Oakland A’s minor league system followed by more than three years as an accountant at a CPA firm in New York City. “As I learned more about the financial services industry, I fell in love with the idea of helping families plan for a more secure financial future,” said Rizza, who grew his business organically by word of mouth.
Based in Melville, NY, about 30 miles from New York City, Rizza is joined at Rizza Financial Services by two highly valued, longtime licensed assistants Rachel Beneventano and Jessica Weich. Rizza specializes in retirement planning and behavioral investment counseling, and he enjoys helping clients accrete wealth and harvest income for a more comfortable retirement.
The move to LPL was driven by Rizza’s desire for enhanced service experiences, office efficiencies and a robust technology platform.
“LPL’s advisor-centric model offers the support we need to serve our clients more efficiently and effectively,” Rizza said. “My staff will appreciate the ease of doing business with LPL’s integrated platform, and no doubt my clients will appreciate that they can log into one online portal to view all their account information. This move has been years in the making, and I believe it’s a strategic investment in our future.”
Scott Posner, LPL Executive Vice President, Business Development, said, “It is an honor to welcome Jerry, Rachel and Jessica to the LPL community. We are committed to delivering innovative technology and comprehensive business solutions to help advisors differentiate their practice and increase value to their clients. We look forward to supporting Rizza Financial Services 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 ("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. Rizza Financial Services 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.
We routinely disclose information that may be important to shareholders in the "Investor Relations" or "Press Releases" section of our website.
*Value approximated based on asset and holding details provided to LPL from end of year, 2023.
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