LPL Financial Welcomes Advisor Nolan Venable
21 Marzo 2024 - 7:00AM
LPL Financial LLC announced today that financial advisor Nolan
Venable, Enrolled Agent has joined LPL Financial’s broker-dealer,
RIA and custodial platforms. He reported serving approximately $150
million in advisory, brokerage and retirement plan assets* and
joins LPL from Osaic.
Venable has been an independent advisor his entire career,
founding Wealth Advisors in 1984 with a goal of helping clients
with each aspect of their financial lives. His Lafayette, La.-based
team takes a holistic approach to wealth management by providing
comprehensive financial advice and planning for retirees and
pre-retirees. Venable also owns a tax practice and insurance firm
in the same building.
“Our clients are looking to build their financial legacy, and we
help them on that journey by providing personalized services and
customized programs designed to help them grow and preserve
assets,” Venable said. “I’ve built this business from the ground up
and cultivated many meaningful relationships with clients over the
years. Their success is my success, and it is so rewarding to help
them work toward financial independence.”
In searching for a new wealth management partner, Venable was
attracted to LPL’s stability in the marketplace, commitment to
supporting advisors and integrated technology solutions.
“With LPL’s self-clearing capabilities and integrated
technology, everything can be accessed seamlessly from one portal.
That centralized workflow makes it much easier to do business and
will bring more to each client interaction,” Venable said. “As
client expectations evolve, we need to continue to find ways to
create differentiated experiences. We look forward to taking the
practice to the next level with this move.”
Scott Posner, LPL Executive Vice President, Business
Development, stated, “We extend a warm welcome to Nolan and his
team and are honored he recognized our platform as a differentiator
for his business. We are a committed partner, providing powerful
capabilities, innovative technology and robust business solutions
to help increase efficiency and create an even better client
experience. We look forward to a long-lasting relationship with
Wealth Advisors.”
Related
Advisors, find your perfect fit at LPL.
About LPL FinancialLPL 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 22,000
financial advisors, including advisors at approximately 1,100
institutions and at approximately 570 registered investment advisor
("RIA") 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. Wealth Advisors and
LPL Financial are separate entities. LPL Financial does not offer
tax advice or tax related services.
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, 2023.
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