LPL Welcomes Prill | Garwood Financial Advisors
LPL Financial (Nasdaq:LPLA) announced that financial advisors Shane J. Prill, Vance E. Garwood, and Grant Garwood have joined LPL's broker-dealer, RIA, and custodial platforms from Raymond James. The team, based in Wichita, Kansas, reported serving approximately $900 million in advisory, brokerage and retirement plan assets.
The advisors are rebranding from S.J. Prill Financial & Investment Planning to Prill | Garwood Financial Advisors. They chose LPL to provide enhanced value to clients through more robust investment management and financial planning solutions, along with innovative technology capabilities and strategic business resources.
LPL Financial currently supports nearly 29,000 financial advisors and approximately 1,200 financial institutions, servicing and custodying about $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 million Americans.
LPL Financial (Nasdaq:LPLA) ha annunciato che i consulenti finanziari Shane J. Prill, Vance E. Garwood e Grant Garwood si sono uniti alla piattaforma di broker-dealer, RIA e custodia di LPL, provenienti da Raymond James. Il team, con sede a Wichita, Kansas, ha riferito di gestire circa 900 milioni di dollari in asset di consulenza, intermediazione e piani pensionistici.
I consulenti stanno cambiando il nome da S.J. Prill Financial & Investment Planning a Prill | Garwood Financial Advisors. Hanno scelto LPL per fornire un valore aggiunto ai clienti attraverso una gestione degli investimenti e soluzioni di pianificazione finanziaria più robuste, insieme a capacità tecnologiche innovative e risorse strategiche per il business.
LPL Financial attualmente supporta quasi 29.000 consulenti finanziari e circa 1.200 istituzioni finanziarie, gestendo e custodendo circa 1,7 trilioni di dollari in asset di intermediazione e consulenza per conto di circa 6 milioni di americani.
LPL Financial (Nasdaq:LPLA) anunció que los asesores financieros Shane J. Prill, Vance E. Garwood y Grant Garwood se han unido a las plataformas de corredor, RIA y custodia de LPL provenientes de Raymond James. El equipo, con sede en Wichita, Kansas, reportó que gestiona aproximadamente 900 millones de dólares en activos de asesoría, corretaje y planes de jubilación.
Los asesores están rebranding de S.J. Prill Financial & Investment Planning a Prill | Garwood Financial Advisors. Elegieron LPL para proporcionar un valor mejorado a los clientes a través de una gestión de inversiones y soluciones de planificación financiera más robustas, junto con capacidades tecnológicas innovadoras y recursos estratégicos para negocios.
LPL Financial actualmente apoya a casi 29,000 asesores financieros y aproximadamente 1,200 instituciones financieras, administrando y custodiando cerca de 1.7 billones de dólares en activos de corretaje y asesoría en nombre de aproximadamente 6 millones de estadounidenses.
LPL Financial (Nasdaq:LPLA)는 재무 상담사인 Shane J. Prill, Vance E. Garwood 및 Grant Garwood가 Raymond James에서 LPL의 브로커-딜러, RIA 및 수탁 플랫폼에 합류했다고 발표했습니다. Kansas주 Wichita에 본사를 둔 이 팀은 약 9억 달러의 자산을 관리하고 있습니다 이는 자문, 중개 및 퇴직 연금 자산입니다.
상담사들은 S.J. Prill Financial & Investment Planning에서 Prill | Garwood Financial Advisors로 브랜드를 변경하고 있습니다. 그들은 LPL을 선택하여 보다 강력한 투자 관리 및 재무 계획 솔루션을 통해 고객에게 향상된 가치를 제공하고, 혁신적인 기술 능력과 전략적 비즈니스 자원을 더하고자 했습니다.
LPL Financial은 현재 거의 29,000명의 재무 상담사와 약 1,200개의 금융 기관을 지원하고 있으며, 약 1.7조 달러의 중개 및 자문 자산을 관리하고 있습니다 이는 약 600만 미국인을 대신하여 이루어집니다.
LPL Financial (Nasdaq:LPLA) a annoncé que les conseillers financiers Shane J. Prill, Vance E. Garwood et Grant Garwood ont rejoint les plateformes de courtage, RIA et de conservation de LPL en provenance de Raymond James. L'équipe, basée à Wichita, Kansas, a déclaré gérer environ 900 millions de dollars d'actifs en conseil, courtage et plans de retraite.
Les conseillers se rebaptisent de S.J. Prill Financial & Investment Planning à Prill | Garwood Financial Advisors. Ils ont choisi LPL pour offrir une valeur ajoutée aux clients grâce à une gestion d'investissements et des solutions de planification financière plus robustes, ainsi qu'à des capacités technologiques innovantes et des ressources stratégiques pour les affaires.
LPL Financial soutient actuellement près de 29 000 conseillers financiers et environ 1 200 institutions financières, gérant et conservant environ 1,7 billion de dollars d'actifs de courtage et de conseil au nom d'environ 6 millions d'Américains.
LPL Financial (Nasdaq:LPLA) gab bekannt, dass die Finanzberater Shane J. Prill, Vance E. Garwood und Grant Garwood von Raymond James zu LPLs Broker-Dealer-, RIA- und Verwahrplattformen gewechselt sind. Das Team mit Sitz in Wichita, Kansas, berichtete, dass es rund 900 Millionen Dollar an Beratungs-, Brokerage- und Altersvorsorgevermögen verwaltet.
Die Berater ändern ihre Marke von S.J. Prill Financial & Investment Planning zu Prill | Garwood Financial Advisors. Sie haben sich für LPL entschieden, um den Kunden einen höheren Wert durch robustere Investmentmanagement- und Finanzplanungslösungen sowie innovative Technologie und strategische Geschäftsressourcen zu bieten.
LPL Financial unterstützt derzeit fast 29.000 Finanzberater und etwa 1.200 Finanzinstitute und verwaltet und verwahrt etwa 1,7 Billionen Dollar an Brokerage- und Beratungsvermögen im Auftrag von etwa 6 Millionen Amerikanern.
- Addition of team managing $900 million in assets strengthens LPL's market position
- Expands LPL's presence in Kansas market
- Demonstrates continued ability to attract established advisory teams from competitors
- None.
SAN DIEGO, Feb. 19, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors Shane J. Prill, CFP®, Vance E. Garwood, CFP®, and Grant Garwood, CFP®, have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately
Based in Wichita, Kan., Prill began his investment career in 1986 after gaining valuable experience as a tax practitioner and community banker. Brothers Vance and Grant Garwood, who grew up on a cattle ranch in Nebraska, joined Prill’s team in 2008 and 2019, respectively, after building their business at previous financial advisory firms. They are joined by four office support members who are a vital part of the success of the practice: Janna McConnaughhay, Deb Kelly, Luke Prill and Taylor Phillips.
“I founded this firm with a mission of treating clients like I would want to be treated,” Prill said. “We invest our clients’ money carefully and intelligently, working with each individual to create truly personalized, comprehensive wealth strategies that run the gamut from basic needs to complex goals. All our recommendations and decisions on behalf of clients are based solely in their best interests.”
They turned to LPL looking for a firm that would help them provide a higher level of value to their clients through more robust investment management and financial planning solutions. With the move to LPL, the team is rebranding from S.J. Prill Financial & Investment Planning, Inc., to Prill | Garwood Financial Advisors.
“Our business has grown substantially over the years, and we believe that affiliating with LPL best positions us to continue providing the high level of service clients have come to expect,” Prill said. “LPL also allows our office to increase efficiencies by taking advantage of new innovative technology capabilities and strategic business resources. By utilizing these tools, we can better steward our time and invest in the relationships with our clients.”
Outside the office, the advisors are committed to giving back to their churches and community. Prill, a member of the Financial Planning Association and American Funds Advisory Council, was on the board of directors of the Pension Fund of the Christian Church (Disciples of Christ) for 10 years, serving as chairman of the Investment Committee for the over
Scott Posner, LPL Executive Vice President, Business Development, said, “We welcome Shane, Vance and Grant to the LPL community and congratulate them on the launch of Prill | Garwood Financial Advisors. Everything we do at LPL revolves around empowering advisors to run thriving practices and take care of their clients. We look forward to a long-lasting relationship with the entire team at Prill | Garwood.”
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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC. Prill | Garwood Financial Advisors and LPL 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, 2024.
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