LPL Financial Welcomes Hickory Ridge Wealth Partners
25 Abril 2024 - 8:00AM
LPL Financial LLC announced today that financial advisor Justin
Souma, CFP®, AAMS®, has returned to LPL Financial’s broker-dealer,
RIA and custodial platforms. He reported serving approximately $190
million in advisory, brokerage and retirement plan assets* and
joins LPL from Benjamin F. Edwards & Co.
With the move, Souma launches Hickory Ridge Wealth Advisors, a
new independent practice in Highlands, N.C., where he provides
comprehensive investment planning and wealth management for
individuals, multigenerational families, non-profits and
corporations. He is supported by Client Services Associate Barbara
Fish.
Souma has been in the financial services industry since 2004 and
is passionate about educating clients and helping them on the path
to financial independence. His services include advisory
portfolios, financial planning, investment strategies, retirement
planning and tax strategies. He firmly embraces the principle of
putting his clients first and working with them in an atmosphere
characterized by integrity and mutual respect.
Recognizing a need for a new wealth management partner, Souma
interviewed several firms before choosing LPL as the best fit for
his business.
“During the due diligence process, I was highly impressed by the
changes that LPL has made in recent years, especially in terms of
all the innovative technology to help make our business easier to
operate and less restrictive,” Souma said. “The online client
portal and Account View offer a streamlined, user-friendly
experience for my clients to keep track of all their
information.”
Souma is also impressed with LPL’s Research professionals and
resources that offer strategic market insights. By having access to
this seasoned team, Souma says he will be able to serve clients
“with the highest level of service and guidance.”
Scott Posner, LPL Executive Vice President, Business
Development, said, “We are proud to welcome Justin back to LPL and
to support the launch of Hickory Ridge Wealth Advisors. We are
honored Justin recognized we have the stability to serve as a
long-term partner to his growing firm and clients. At LPL, we are
deeply committed to our advisors’ success and will continue to
invest in capabilities designed to help them thrive.”
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. Hickory Ridge
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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