LPL Financial Welcomes The Noble Group
LPL Financial announced that The Noble Group has joined its broker-dealer, RIA, and custodial platforms. The Noble Group, founded in 1996, reported serving approximately $2.1 billion in assets and transitioned from Raymond James. Based in Sugar Land, Texas, with a registered office in Dallas, the firm offers corporate retirement plan consulting, financial planning, and investment management services.
Joey Rose, AIF®, now serves as president and CEO, as founder Tom Noble steps away from daily operations. The move to LPL aims to provide The Noble Group with increased independence, access to advanced digital capabilities, and a platform for continued growth. LPL's flexible model allows the firm to select tailored financial planning software and resources for their clients.
LPL Financial ha annunciato che The Noble Group si è unito alla sua piattaforma di broker-dealer, RIA e custodia. The Noble Group, fondato nel 1996, ha riportato di gestire circa 2,1 miliardi di dollari in attivi ed è passato da Raymond James. Con sede a Sugar Land, Texas, e un ufficio registrato a Dallas, l'azienda offre consulenza sui piani pensionistici aziendali, pianificazione finanziaria e servizi di gestione degli investimenti.
Joey Rose, AIF®, ora ricopre il ruolo di presidente e CEO, mentre il fondatore Tom Noble si allontana dalle operazioni quotidiane. Il trasferimento a LPL mira a fornire a The Noble Group una maggiore indipendenza, accesso a capacità digitali avanzate e una piattaforma per la continua crescita. Il modello flessibile di LPL consente all'azienda di selezionare software di pianificazione finanziaria personalizzati e risorse per i propri clienti.
LPL Financial anunció que The Noble Group se ha unido a su plataforma de corretaje, RIA y custodia. The Noble Group, fundado en 1996, informó que administra aproximadamente 2.1 mil millones de dólares en activos y hizo la transición desde Raymond James. Con sede en Sugar Land, Texas, y con una oficina registrada en Dallas, la empresa ofrece consultoría para planes de jubilación corporativa, planificación financiera y servicios de gestión de inversiones.
Joey Rose, AIF®, ahora se desempeña como presidente y CEO, mientras que el fundador Tom Noble se aleja de las operaciones diarias. El movimiento a LPL tiene como objetivo proporcionar a The Noble Group mayor independencia, acceso a capacidades digitales avanzadas y una plataforma para un crecimiento continuo. El modelo flexible de LPL permite a la firma seleccionar software de planificación financiera personalizado y recursos para sus clientes.
LPL Financial은 The Noble Group이 자신의 브로커 딜러, RIA 및 수탁 플랫폼에 합류했다고 발표했습니다. 1996년에 설립된 The Noble Group은 약 21억 달러의 자산을 관리하고 있으며 Raymond James에서 전환되었습니다. 텍사스주 슈가 랜드에 본사를 두고 있으며, 댈러스에 등록된 사무소를 가진 이 회사는 기업 퇴직 계획 상담, 재무 계획 및 투자 관리 서비스를 제공합니다.
Joey Rose, AIF®는 현재 CEO이자 사장이며, 설립자 Tom Noble은 일상 운영에서 물러납니다. LPL로의 전환은 The Noble Group에 더 큰 독립성, 고급 디지털 기능에 대한 접근 및 지속적인 성장 플랫폼을 제공하는 것을 목표로 합니다. LPL의 유연한 모델은 이 회사가 고객을 위한 맞춤형 재무 계획 소프트웨어와 자원을 선택할 수 있게 합니다.
LPL Financial a annoncé que The Noble Group a rejoint ses plateformes de courtage, RIA et de conservation. The Noble Group, fondé en 1996, a signalé qu'il gérait environ 2,1 milliards de dollars d'actifs et a transitionné depuis Raymond James. Basée à Sugar Land, Texas, avec un bureau enregistré à Dallas, la société offre des services de conseil pour les plans de retraite d'entreprise, de planification financière et de gestion d'investissements.
Joey Rose, AIF®, est maintenant président et CEO, tandis que le fondateur Tom Noble se retire des opérations quotidiennes. Le passage à LPL vise à fournir à The Noble Group une plus grande indépendance, un accès à des capacités numériques avancées et une plateforme pour une croissance continue. Le modèle flexible de LPL permet à l'entreprise de sélectionner des logiciels de planification financière personnalisés et des ressources pour ses clients.
LPL Financial hat angekündigt, dass The Noble Group seiner Broker-Dealer-, RIA- und Verwahrungsplattform beigetreten ist. The Noble Group, gegründet im Jahr 1996, berichtete, dass sie ungefähr 2,1 Milliarden Dollar an Vermögenswerten verwaltet und von Raymond James gewechselt ist. Das Unternehmen mit Sitz in Sugar Land, Texas, und einem registrierten Büro in Dallas bietet Beratung für Unternehmensrentenpläne, Finanzplanung und Vermögensverwaltungsdienste an.
Joey Rose, AIF®, ist nun Präsident und CEO, während der Gründer Tom Noble von den täglichen Aktivitäten zurücktritt. Der Wechsel zu LPL zielt darauf ab, The Noble Group größere Unabhängigkeit, Zugang zu fortschrittlichen digitalen Möglichkeiten und eine Plattform für anhaltendes Wachstum zu bieten. Das flexible Modell von LPL ermöglicht es dem Unternehmen, maßgeschneiderte Software zur Finanzplanung und Ressourcen für seine Kunden auszuwählen.
- The Noble Group brings $2.1 billion in assets to LPL Financial
- Transition to LPL provides increased independence and flexibility for The Noble Group
- Move positions The Noble Group for potential growth and recruiting opportunities
- None.
Insights
SAN DIEGO, Oct. 03, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that the advisors at The Noble Group have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately
Founded in 1996 by Tom Noble, AIF®, The Noble Group is a holistic wealth management firm that offers a range of financial services including corporate retirement plan consulting, financial planning, investment advice and portfolio management. With a team-oriented business model, the firm serves many high-net-worth families, retirees and business owners.
Based in Sugar Land, Texas, and with a registered office in Dallas, the team is comprised of nine advisors and 13 support staff members. Noble plans to step away from day-to-day operations, leaving leadership responsibilities to the next generation of advisors. Joey Rose, AIF®, who joined the firm in 2011, now serves as president and CEO.
“Whether partnering with clients to develop an effective, efficient and comprehensive financial plan for their families or managing corporate retirement plans, our team is committed to being there to guide clients through the journey — from education to realization,” Rose said.
The Noble Group’s transition to LPL underscores the company’s dedication to delivering exceptional client service and providing advisors with the tools and resources for success. With LPL’s robust digital capabilities, integrated platform and comprehensive support services, The Noble Group is strategically positioned for continued growth and prosperity.
“We believe LPL offers us the next level of independence, allowing us to select the financial planning software and resources that are most suitable for our clients,” Rose said. “Today’s clients want and need financial planning, and that’s where advisors can add more value to relationships. We appreciate that LPL provides a blank canvas and the autonomy to create the service model of our choice.”
The move to LPL also sets the team up for increased recruiting opportunities to grow the next generation of advisors, providing them with the support and resources needed to succeed in this ever-changing industry. “The culture we’ve created at The Noble Group is phenomenal. It’s truly a place where you can come enjoy your career and grow within the organization, whether you’re a new advisor or someone looking to retire,” Rose said.
Scott Posner, LPL Executive Vice President, Business Development, said, “We welcome The Noble Group to LPL and look forward to supporting their continued growth and success. LPL is committed to providing advisors with ultimate choice and unprecedented flexibility in how they run their business. We will meet advisors where they are in the evolution of their practices and are committed to investing in innovative capabilities and strategic resources to help them thrive and win their market.”
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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. The Noble 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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FAQ
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