LPL Money Welcomes Washington Crossing Money Group

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CHARLOTTE, N.C., Jan 26, 2021 (World NEWSWIRE by way of COMTEX) —
CHARLOTTE, N.C., Jan. 26, 2021 (Globe NEWSWIRE) — LPL Fiscal LLC (Nasdaq:LPLA), a top retail financial commitment advisory agency, impartial broker-vendor and registered investment advisor (RIA) custodian, today declared that monetary advisors Brendan Biruk CFP(R) and Dan Rattigan CFP(R) have joined LPL to start their new independent observe, Washington Crossing Fiscal Team. They will leverage LPL Financial’s broker-seller and corporate RIA platforms, working with LPL as custodian. They noted getting served about $245 million in brokerage, advisory and retirement system assets*. They be part of LPL from UBS Money.

Positioned in the coronary heart of Washington Crossing, Pa., about a fifty percent mile from where by George Washington crossed the Delaware River, the new practice signifies an thrilling next phase for the colleagues who have worked with each other their overall career. “We begun in a application at a previous organization above 20 decades in the past. We were being the only kinds still left when the application finished, so we resolved to companion that working day and have taken a team approach considering the fact that the very starting,” Rattigan explained. Leslie Gabell Crilley joined the group as a prosperity management affiliate in 2009.

They offer you thorough financial planning and personalised wealth management methods to aid shoppers operate toward their economical aims. As fiduciaries, the advisors also present consultation for company retirement options.

Likely independent with LPL Monetary
“As we evaluated upcoming techniques for our exercise, we all agreed it was time to go unbiased. By partnering with LPL, we have the freedom to run our business our way, with clients’ finest passions best of brain,” Biruk explained.

Rattigan extra, “We also have entry to a huge range of merchandise and platforms that will assistance us provide even far better services and investment techniques tailor-made for our purchasers. We appreciate that LPL lets us to choose our personal financial preparing resources, analytical software program and CRM method, all integrated into 1 platform to make our career less difficult. We believe that that with LPL’s partnership, we can do an even better position for our customers.”

Wealthy Steinmeier, LPL Fiscal taking care of director and divisional president, Business enterprise Development, explained, “We are proud to welcome Brendan, Dan and Leslie to LPL and congratulate them on the start of their new unbiased follow. We firmly believe that that advisors know what is greatest for their purchasers and they really should have a decision in how they make their exercise to serve their clients’ special requires. We are fully commited to investing in innovative abilities, robust methods and company administration alternatives that can enable our advisors establish, grow and evolve a differentiated follow on their personal conditions. We search forward to a very long-long lasting partnership with Washington Crossing Fiscal Team.”

Browse about other corporations that lately joined LPL in the LPL Economic News and Media area of

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About LPL Fiscal

LPL Fiscal ( is a chief in the retail fiscal advice current market, the nation’s greatest unbiased broker-supplier** and a leading custodian (or provider of custodial providers) to RIAs. We serve unbiased fiscal advisors, pros and economic establishments, providing them with the technological innovation, investigate, clearing and compliance products and services, and follow administration applications they require to develop and grow flourishing techniques. LPL permits them to supply goal advice to hundreds of thousands of American families in search of wealth administration, retirement preparing, fiscal scheduling and asset management methods.

*Primarily based on prior organization and signifies belongings that would have been custodied at LPL Fiscal, relatively than 3rd-party custodians. Documented belongings and consumer quantities have not been independently and completely confirmed by LPL Fiscal.

**Dependent on complete revenues, Money Scheduling journal June 1996-2020.

Securities and advisory expert services offered as a result of LPL Economical LLC, an SEC- registered broker-seller and financial investment advisor. Member FINRA/SIPC.

All over this interaction, the terms “financial advisors” and “advisors” are used to refer to registered reps and/or investment decision advisor reps affiliated with LPL Monetary LLC. We routinely disclose info that may perhaps be important to shareholders in the “Trader Relations” or “Press Releases” area of our internet site.

Washington Crossing Economic Group and LPL Economical are independent entities.

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