Welcome to LPL Financial and Gladstone Wealth partners
CHARLOTTE, NC, November 09, 2021 (GLOBE NEWSWIRE) – LPL Financial LLC (Nasdaq: LPLA) today announced that financial advisor Scott E. Howell CFP® joined LPL Financial’s brokerage, corporate investment advisory (RIA) and custody platforms, aligned with Gladstone Wealth Partners, a large firm on LPL’s hybrid RIA platform. He said he had served around $ 400 million in advisory, brokerage and pension assets *, and joined HSBC.
For more than 24 years, Howell has helped high net worth families, executives and small businesses plan, grow and protect their financial lives by providing personalized advice tailored to the needs of each client. “It’s the biggest reward to building long-term relationships and seeing clients’ goals come to fruition,” Howell said.
Having spent his entire career in transmission and banking channels, Howell is delighted to launch a new independent firm with the support of LPL and Gladstone. He is based at Gladstone’s headquarters in Chester, NJ, with plans to secure a new partner office in Summit, NJ soon. He will also continue to serve clients in the New York area.
“I have spent years researching and analyzing the consulting industry. I think the freelance model is the best scenario for my clients. It was always my end of the game, ”Howell said. “LPL is a Fortune 500 publicly traded company that provides all the tools and resources I need to provide my clients and be the best advisor I can be. LPL has the scale, products, technology and compliance monitoring that my clients need. It also allows me to make full use of my CFP® designation to meet fiduciary standard.
Howell said Gladstone is adding an extra layer of culture and infrastructure to help his practice thrive. “I really like rediscovering the culture of the advisor. Moving allows me to devote all my time exclusively to my clients. I’m more focused and streamlined than ever, backed by great partners, research and resources, ”he said.
Robert Hudson, Founder and Chairman of Gladstone Wealth Partners, said: “We are proud to support Scott’s journey to independence through his affiliation to our partnership model. The trend is gathering momentum as more and more advisors continue to move towards independence, and we’re here to provide personalized support every step of the way. We look forward to helping Scott increase value with clients and create an even better practice by providing him with full support, backed by the scale and resources of Gladstone and LPL.
Scott Posner, LPL Executive Vice President, Business Development, said, “We welcome Scott and congratulate Gladstone on his continued growth. Demand for our flexible business model continues to grow as advisors realize they have choices in how they set up their practices and serve their clients. We believe that advisors know their clients best and that they should be able to build a perfect practice that helps them meet the needs and value of their clients. We strive to be a long-term partner for advisors, providing them with strong resources and innovative technology designed to help them grow and prosper. We look forward to supporting Scott and the Gladstone team for years to come.
Consultants, find an LPL business development representative near you.
About LPL Financière
LPL Financial (Nasdaq: LPLA) was founded on the premise that the company should work for the adviser, not the other way around. Today, LPL is a leader ** in the markets we serve, supporting more than 19,000 financial advisors, 800 institutional investment programs and 450 independent RIA companies across the country. We are unwavering in our commitment to the advisor-centric model and our belief that Americans deserve access to objective advice from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services and technological resources that allow them to perfectly manage their practice. And they have the freedom to manage their customer relationships because they know their customers better. Simply put, we take care of our advisors so that they can take care of their clients.
** Principal custodian of AIR (Cerulli Associates, 2019 US RIA Marketplace Report); 1st independent broker in the United States (based on total revenues, Financial Planning magazine 1996-2021); 1st provider of brokerage services on behalf of third parties to banks and credit unions (TPM Annual Report 2020-2021 Kehrer Bielan Research & Consulting); Fortune 500 in June 2021
* Based on past business and represents assets that would have been held by LPL Financial, rather than third party custodians. Reported assets and customer numbers have not been independently and fully verified by LPL Financial.
Securities and advisory services offered by LPL Financial LLC, an SEC registered brokerage and investment advisor. FINRA / SIPC member
Throughout this communication, the terms “financial advisers” and “advisers” are used to refer to the registered representatives and / or representatives of the 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.
Gladstone Wealth Partners and LPL Financial are separate entities.
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