Father, Daughter Advisors Join Linsco by LPL Financial
01 Julio 2024 - 8:00AM
LPL Financial LLC announced today that father and daughter
financial advisors James (Jim) Zack and Amanda Zack have joined
LPL’s employee advisor channel, Linsco by LPL Financial, to
launch The Zack Wealth Group. They reported serving approximately
$290 million in advisory, brokerage and retirement plan assets* and
join LPL from Morgan Stanley.
Based in Washington, D.C., Jim Zack is a seasoned advisor who
has always been intrigued by the stock market. He recalled reading
the stock pages in the newspaper in his youth and said his
fascination with numbers, coupled with his love of serving others,
led to his career as a financial advisor. Amanda Zack witnessed
first-hand as her father started his business, went on calls and
grew his client base, building lasting relationships along the way.
She followed his footsteps by joining his practice eight years
ago.
“We are a family team committed to helping other families, and
it all starts with thorough planning and a deep understanding of
our clients’ goals and aspirations,” Jim Zack said. “We take a
service-oriented, client-centered approach to helping people
preserve and manage their wealth, build their legacy and pass their
wealth to future generations.”
Looking for more flexibility and the ability to operate as true
partners, the father-daughter team chose to move to Linsco by LPL.
Linsco serves financial advisors who value the core tenets of
independence, including owning their client relationships and
having flexibility to run their practice, their way. With Linsco,
employee advisors have access to LPL’s integrated wealth management
platform and robust business resources, along with the additional
benefits of having support from an experienced branch management
team, dedicated marketing consultant, technology consultant and
service team.
“We did our due diligence and really liked the direction LPL is
heading. We found it’s much easier for us to be a team at LPL, and
we appreciate that we have the freedom to run our practice the way
we want,” Jim Zack said. “Our team is very family-focused, so it’s
important that we build a business where we can truly put clients’
best interests first and maintain their portfolios without
corporate influence, just like if they were our own family.”
LPL Executive Vice President Scott Posner, Business Development,
said, “We welcome Jim and Amanda to the Linsco community and
congratulate them on the launch of The Zack Wealth Group. With
LPL’s unprecedented flexibility and support, more advisors are
recognizing the importance of freedom as they seek ways to
differentiate themselves and enhance the client experience. Linsco
grants advisors true client ownership and the freedom to manage and
grow their relationships — and businesses — as they see fit. We
look forward to a long-lasting and successful relationship with The
Zack Wealth Management.”
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 nearly 23,000
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.
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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