{"id":414957,"date":"2021-01-14T09:03:35","date_gmt":"2021-01-14T14:03:35","guid":{"rendered":"http:\/\/www.marketnewsdesk.com\/?p=414957"},"modified":"2021-01-14T09:03:35","modified_gmt":"2021-01-14T14:03:35","slug":"lpl-financial-welcomes-west-texas-wealthcare","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-west-texas-wealthcare\/","title":{"rendered":"LPL Financial Welcomes West Texas WealthCare"},"content":{"rendered":"<div class=\"mw_release\">\n<p>CHARLOTTE, N.C., Jan.  14, 2021  (GLOBE NEWSWIRE) &#8212; <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=yDoLujkMdWLMF9BPtsPKcWXwRSct7CIHzVk6n4tI4JTDYyifOdkadcl7sbn9ja4MK819DspaomKgJhqPlLkhE0yRuW9W1VQwMCwpgsJ2WZk=\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">LPL Financial LLC<\/a>\u00a0(Nasdaq:LPLA), a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that financial advisors Cassandra Fillingim CFP<sup>\u00ae<\/sup>, Elaine McNair CFP<sup>\u00ae<\/sup>, and Michael Gardiner CFP<sup>\u00ae<\/sup> of West Texas WealthCare have joined LPL Financial\u2019s broker-dealer and corporate RIA platforms, leveraging LPL as custodian. They are aligned with JFC Financial, a large enterprise that joined LPL in 2020. The West Texas team reported having served approximately $175 million in brokerage, advisory and retirement plan assets*. They join LPL from Avantax Investment Services, part of Blucora.<\/p>\n<p>The three advisors, all Certified Public Accountants, have known each other for more than 20 years. They joined together as a business about 10 years ago and are now supported by a five-member office staff with registered offices in Canadian, Lubbock, Big Spring and San Angelo. The boutique firm offers tax-centric financial advice and wealth management to a client base of mostly ranchers, small businesses and widows working through the estate process.<\/p>\n<p>\u201cWe are building out a one-stop shop to take care of all of our clients\u2019 financial needs,\u201d Fillingim said. \u201cBy developing proactive tax-sensitive strategies, we provide custom comprehensive solutions to help empower our clients live their dreams and work toward their financial aspirations.\u201d<\/p>\n<p>As the team eyes future growth opportunities by adding more advisors and expanding to other locations throughout Texas they chose LPL to support their business. \u201cLPL is a partner with scale, and one that has positive name recognition that we can be proud to associate with,\u201d Fillingim said. \u201cWe\u2019re always looking for ways to improve our client experiences, and we found that LPL creates a user-friendly experience for clients, with their information easily accessible. And they provide access to a comprehensive range of products so we can deliver investment strategies customized for our clients. We\u2019re energized by all the portfolio options provided by LPL, with an additional layer of support from JFC Financial.\u201d<\/p>\n<p>Rich Steinmeier, LPL Financial managing director and divisional president, Business Development, said, \u201cWe extend a warm welcome to Casie, Elaine and Michael and are honored to serve as their partner in this next chapter of their business. We also congratulate JFC on its continued growth. As financial advisors continue to seek new ways to enrich the experience for their clients, we are committed to making investments in differentiated capabilities and solutions designed to help them meet the relevant needs of their markets. We look forward to a long-lasting partnership with West Texas WealthCare and JFC Financial.\u201d<\/p>\n<p>Read about other firms that recently joined LPL in the <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=yDoLujkMdWLMF9BPtsPKcQgbDn72eWcQFruSuEaRfQuYBhA747IiTbMkYc59is34LhRexWi5KLkHdGmM3MCZeqh56KMsH1zTOP85CFWGVTxiSdaS8LuzKD-S-4jfNCd0\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">LPL Financial News and Media section<\/a> of LPL.com.<\/p>\n<p>Advisors, find an\u00a0<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=AxQU4k5Ewvu1uCdq5MmUwFkTtoKe4KhYX4FTiN9hR2CX3x0JP-1bHr2wuKBoll56v2scTyA2fNVv3yP4ll2GmrVeK-S6diQFqYPQqyAIUdjKQ5ftPYGuHq9zuzKc55vFmss2uGx_6LiK2rm_Hlkjhr_JVo2j-DkWLOqhFlGz0Dp8wX9nS-qlPQBWUghgr7Az-sf7PhU_APE8F0gf9LX5KjP_UZptwapaXmpMtZZdQMo=\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">LPL business development representative<\/a>\u00a0near you.<\/p>\n<p>\n        <strong><br \/>\n          <u>About LPL Financial<\/u><br \/>\n        <\/strong>\n      <\/p>\n<p>LPL Financial (<a href=\"https:\/\/www.globenewswire.com\/Tracker?data=XlYrQ3EzehTmTSJhZ-15BALDwIhF-EciMxbHANkjcio-odHPDu2boeF1emWnZdEI8z22aMgjsdhm4QSVUTyENw==\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">https:\/\/www.lpl.com<\/a>) is a leader in the retail financial advice market, the nation\u2019s largest independent broker-dealer** and a leading custodian (or provider of custodial services) to RIAs. We serve independent financial advisors, professionals and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.<\/p>\n<p>*Based on prior business and represents assets that would have been custodied at LPL Financial, rather than third-party custodians. Reported assets and client numbers have not been independently and fully verified by LPL Financial.<\/p>\n<p>**Based on total revenues, <em>Financial Planning<\/em> magazine June 1996-2020.<\/p>\n<p>Securities and advisory services offered through LPL Financial LLC, an SEC- registered broker-dealer and investment advisor.\u00a0Member FINRA\/SIPC.\u00a0<\/p>\n<p>Throughout this communication, the terms \u201cfinancial advisors\u201d and \u201cadvisors\u201d are used to refer to registered representatives and\/or investment advisor representatives affiliated with LPL Financial LLC.\u00a0We routinely disclose information that may be important to shareholders in the \u201cInvestor Relations\u201d or \u201cPress Releases\u201d section of our website.<\/p>\n<p>West Texas WealthCare, JFC Financial and LPL Financial are separate entities.<\/p>\n<p>Connect with Us!<\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=XlYrQ3EzehTmTSJhZ-15BOauqQlCBMykQDnKlKppxMoE3AofyT14SFQwP0zEVj7WuPam4qmigKoIVkyO3-e3Xj9cENYASpViJoPVpHVY2yQ=\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">https:\/\/twitter.com\/lpl<\/a>\n      <\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=XlYrQ3EzehTmTSJhZ-15BLU5rIDCJuBvHRKDpSLwug6_Ooa6V2bpadzDLwVIu3uJaZIRCoiH70qA5DvRLmjuPldDov1Y3cFlvOWMdq8rt75z5ZCmbmeFo6YPKAyrswxY8VhSIisYRcKi90JEdSwvkXzmXw18tj9Xmo84iwHF5MU=\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">https:\/\/www.linkedin.com\/company\/lpl-financial<\/a>\n      <\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=XlYrQ3EzehTmTSJhZ-15BFPm5CNEvEFgH0jElXoCO7QhOdimiY1Qg6b9FiiaPi7E-vvOmXiIT9VPdlpOZjI7tlUFsILzTM1uuMSDGkkW50gkdUWQdCPHa4cqBZV4YwkjNojuBfjJO28sMdktWzL7IA==\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">https:\/\/www.facebook.com\/LPLFinancialLLC<\/a>\n      <\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=XlYrQ3EzehTmTSJhZ-15BBeS8Rn172IZLnDtYmGl2OqGDW0IqR6bpbGfRks1HCho6vHRWTmfv6itOOGj813eq9cK13DHJtt4Y3tB-0qzrfgsGgJ_maARalspucsKpsJEKF-hJRhEN_9R7V5k0ZxxYw==\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">https:\/\/www.youtube.com\/user\/lplfinancialllc<\/a>\n      <\/p>\n<p>\n        <strong><br \/>\n          <u>Media Contact:<\/u><br \/>\n        <\/strong><br \/>\n        <br \/>Lauren Hoyt-Williams<br \/>(980) 321-1232<br \/><u><a href=\"https:\/\/www.globenewswire.com\/Tracker?data=LndGQFDOOoAYrYI3rfAFjmpJAgbRBEP9_-_kA2GWbOGHaq0lUSRm8d-0z3Zt-Zpgi2H7xOqQH5YFZRE2hQ69t6IQGvJnsDo_XTlcmIRSDj3cXCjxAeP0VDzjrlNpJEXQ\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">Lauren.Hoyt-Williams@lpl.com<\/a><\/u><\/p>\n<\/p>\n<p>      <img loading=\"lazy\" decoding=\"async\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODEyNTYzMCMzOTE4NDAyIzIwMTkxNDA=\" width=\"1\" height=\"1\" \/><br \/>\n      <br \/>\n      <img loading=\"lazy\" decoding=\"async\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/ml.globenewswire.com\/release\/track\/695f035f-c66d-4e8a-85b0-98fdd48ba7e6\" width=\"1\" height=\"1\" \/>\n    <\/div>\n<div class=\"mw_contactinfo\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>CHARLOTTE, N.C., Jan. 14, 2021 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC\u00a0(Nasdaq:LPLA), a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that financial advisors Cassandra Fillingim CFP\u00ae, Elaine McNair CFP\u00ae, and Michael Gardiner CFP\u00ae of West Texas WealthCare have joined LPL Financial\u2019s broker-dealer and corporate RIA platforms, leveraging LPL as custodian. They are aligned with JFC Financial, a large enterprise that joined LPL in 2020. The West Texas team reported having served approximately $175 million in brokerage, advisory and retirement plan assets*. They join LPL from Avantax Investment Services, part of Blucora. The three advisors, all Certified Public Accountants, have known each other for more than 20 years. They joined together as a business &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-west-texas-wealthcare\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;LPL Financial Welcomes West Texas WealthCare&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-414957","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>LPL Financial Welcomes West Texas WealthCare - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-west-texas-wealthcare\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"LPL Financial Welcomes West Texas WealthCare - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"CHARLOTTE, N.C., Jan. 14, 2021 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC\u00a0(Nasdaq:LPLA), a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that financial advisors Cassandra Fillingim CFP\u00ae, Elaine McNair CFP\u00ae, and Michael Gardiner CFP\u00ae of West Texas WealthCare have joined LPL Financial\u2019s broker-dealer and corporate RIA platforms, leveraging LPL as custodian. They are aligned with JFC Financial, a large enterprise that joined LPL in 2020. The West Texas team reported having served approximately $175 million in brokerage, advisory and retirement plan assets*. They join LPL from Avantax Investment Services, part of Blucora. The three advisors, all Certified Public Accountants, have known each other for more than 20 years. 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They are aligned with JFC Financial, a large enterprise that joined LPL in 2020. The West Texas team reported having served approximately $175 million in brokerage, advisory and retirement plan assets*. They join LPL from Avantax Investment Services, part of Blucora. The three advisors, all Certified Public Accountants, have known each other for more than 20 years. They joined together as a business &hellip; Continue reading \"LPL Financial Welcomes West Texas WealthCare\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-west-texas-wealthcare\/","og_site_name":"Market Newsdesk","article_published_time":"2021-01-14T14:03:35+00:00","og_image":[{"url":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODEyNTYzMCMzOTE4NDAyIzIwMTkxNDA=","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-west-texas-wealthcare\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-west-texas-wealthcare\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"LPL Financial Welcomes West Texas WealthCare","datePublished":"2021-01-14T14:03:35+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-west-texas-wealthcare\/"},"wordCount":698,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-west-texas-wealthcare\/#primaryimage"},"thumbnailUrl":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODEyNTYzMCMzOTE4NDAyIzIwMTkxNDA=","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-west-texas-wealthcare\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-west-texas-wealthcare\/","name":"LPL Financial Welcomes West Texas WealthCare - 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