CHARLOTTE, North Carolina, Aug. 24, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq: LPLA) today announced that financial advisor My Ton has joined Intrua Financial, an independent wealth management firm affiliated with LPL Financial. She said she has served around $180 million in advisory, brokerage and pension assets. * She joins LPL from Wells Fargo Advisors Financial Network.
Ton will expand Intrua Financial’s reach in Texas by opening its new branch in Wichita Falls. With the freedom to operate her practice on her own terms, she is on a mission to transform the way clients view and manage their wealth. Its goals are to alleviate financial uncertainty, build stability and build long-term wealth for its wide range of clients. As Ton develops her new practice, she is determined to cultivate a strong and uplifting culture.
“My goal is to build a practice rooted in strong company and client values, and create an environment to attract like-minded advisors, clients and staff,” Ton said. “There is an amplifying effect where there is a positive synergy.”
With 20 years of experience as an entrepreneur in a wide range of industries, Ton has successfully launched eight businesses and completed two acquisitions. Ton’s dynamic experience in market innovation enables him to manage clients’ finances and portfolios in a holistic and growth-oriented manner. By applying a practical and personal approach to serving her clients, she aims to understand and anticipate their financial needs while establishing a relationship of trust.
Why LPL Financial is a top choice
Intrua Financial was founded in 2015 and specializes in business, estate and tax planning. Intrua Advisors believe their job is about more than creating wealth, it’s about building lives and futures. Intrua’s services are backed by innovative technology, comprehensive resources and the support of LPL Financial.
“It was important for me to find strategic partners whose values and mission correspond to my objectives. Intrua and LPL offer exactly what I was looking for: they put advisors at the heart of their business,” said Ton. “By joining Intrua, I can enjoy true independence and best serve my clients while having access to resources at scale. LPL’s comprehensive suite of custodial services and business solutions provides the superior support I need to run my independent practice and improve the client experience.
Scott Posner, LPL’s Executive Vice President, Business Development, said, “We extend a warm welcome to My and congratulate her on joining Intrua Financial. My’s vision to transform its clients’ wealth inspires us all, and we are honored to be a trusted partner that amplifies its achievements. At LPL, we continue to reinvest in our unparalleled services and robust capabilities, which give our advisors scalable tools to guide their clients. We look forward to a successful partnership with My for many years to come.
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About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the business should work for the advisor, not the other way around. Today, LPL is a leader in the markets we serve,** supporting nearly 21,000 financial advisors, and approximately 1,100 institutional investment programs and 500 independent RIA firms nationwide. We are unwavering in our commitment to the advisor-centric model and the belief that Americans deserve access to personalized advice from a financial advisor. At LPL, independence means advisors have the freedom they deserve to choose the business model, services and technology resources that allow them to run their practice perfectly. And they have the freedom to manage their relationships with their customers because they know their customers best. Simply put, we take care of our advisors, so they can take care of their clients.
*Approximate value based on details of assets and holdings provided to LPL from year-end 2021.
** Best RIA Custodian (Cerulli Associates, 2020 US RIA Marketplace Report); #1 independent brokerage in the United States (based on total revenue, Financial Planning magazine 1996-2021); #1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 company since June 2021. LPL and its affiliates provide financial services only from the United States.
Securities offered by LPL Financial, member FINRA/SIPC. Investment advice provided by Intrua Financial, a registered investment adviser and separate entity from LPL Financial.
Throughout this communication, the terms “financial advisers” and “advisors” are used to refer to registered representatives and/or representatives of investment advisers affiliated with LPL Financial LLC. We regularly disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
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