{"id":471750,"date":"2021-04-06T09:03:32","date_gmt":"2021-04-06T13:03:32","guid":{"rendered":"http:\/\/www.marketnewsdesk.com\/?p=471750"},"modified":"2021-04-06T09:03:32","modified_gmt":"2021-04-06T13:03:32","slug":"lpl-financial-welcomes-cr-davis-company","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-cr-davis-company\/","title":{"rendered":"LPL Financial Welcomes CR Davis & Company"},"content":{"rendered":"
\n

CHARLOTTE, N.C., April 06, 2021 (GLOBE NEWSWIRE) — LPL Financial LLC<\/a> today announced that CR Davis & Company has joined LPL Financial\u2019s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The team reported having served approximately $110 million in advisory, brokerage and retirement plan assets*. The firm previously operated its own broker-dealer.<\/p>\n

The business dates back to the 1920s when family patriarch C. Russell Davis founded the company just before the Great Depression. Three generations later, his grandson Jeffrey Gibbs now heads the Springfield, Ill.-based practice with his business partner, longtime church friend and fellow financial advisor Brad Welker. They offer comprehensive wealth management, personalized planning and financial education services to help families and individuals fully understand their financial options.<\/p>\n

\u201cWe are strong believers in educating our clients. The more we can talk to them about the reasons behind their investments and paint a picture of where they are heading, the better understanding they have of their overall financial landscape,\u201d said Gibbs, a self-proclaimed history buff who served as a tour guide at the Abraham Lincoln Presidential Library and Museum until the Covid shut-down.<\/p>\n

As the industry continues to evolve, Gibbs and Welker decided it was time to find a partner with scale who they believe could relieve some of the back office operations, help lower fees and provide their team and clients with innovative technology. \u201cWe had such a smooth transition and have found that LPL offers the freedom and flexibility to work with clients and in their best interests, with the support of a back office to help with regulatory requirements,\u201d Welker said. \u201cHaving LPL as a partner allows us to be more client-oriented and concentrate on our specialty, which is mutual funds and individual accounts, not managing paperwork and dealing with government regulations.\u201d<\/p>\n

Ken Hullings, LPL Financial senior vice president and head of enterprise recruiting, said, \u201cWe are honored that this multigenerational team recognized the value of partnering with LPL as they seek new ways to elevate their practice and create differentiated experiences for their clients. At LPL, we are committed to meeting advisors where they are in the evolution of their practice and supporting them with a range of innovative capabilities and robust resources to help them serve their clients as they see fit. We welcome Jeff, Brad and their team to LPL, and look forward to a long-lasting partnership with CR Davis & Company.\u201d<\/p>\n

Read about other firms that recently joined LPL in the LPL Financial News and Media section<\/a> of LPL.com.<\/p>\n

Advisors, find an\u00a0LPL business development representative<\/a>\u00a0near you.<\/p>\n

\n
\n About LPL Financial<\/u>
\n <\/strong>\n <\/p>\n

LPL Financial (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

*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

**Based on total revenues, Financial Planning<\/em> magazine June 1996-2020.<\/p>\n

Securities and advisory services offered through LPL Financial LLC, an SEC- registered broker-dealer and investment advisor.\u00a0Member FINRA\/SIPC.\u00a0<\/p>\n

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

CR Davis & Company and LPL Financial are separate entities.<\/p>\n

Connect with Us!<\/p>\n

\n https:\/\/twitter.com\/lpl<\/a>\n <\/p>\n

\n https:\/\/www.linkedin.com\/company\/lpl-financial<\/a>\n <\/p>\n

\n https:\/\/www.facebook.com\/LPLFinancialLLC<\/a>\n <\/p>\n

\n https:\/\/www.youtube.com\/user\/lplfinancialllc<\/a>\n <\/p>\n

\n
\n Media Contact:<\/u>
\n <\/strong>
\n
Lauren Hoyt-Williams
(980) 321-1232
Lauren.Hoyt-Williams@lpl.com<\/a><\/u><\/p>\n<\/p>\n


\n
\n \n <\/div>\n

<\/div>\n","protected":false},"excerpt":{"rendered":"

CHARLOTTE, N.C., April 06, 2021 (GLOBE NEWSWIRE) — LPL Financial LLC today announced that CR Davis & Company has joined LPL Financial\u2019s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The team reported having served approximately $110 million in advisory, brokerage and retirement plan assets*. The firm previously operated its own broker-dealer. The business dates back to the 1920s when family patriarch C. Russell Davis founded the company just before the Great Depression. Three generations later, his grandson Jeffrey Gibbs now heads the Springfield, Ill.-based practice with his business partner, longtime church friend and fellow financial advisor Brad Welker. They offer comprehensive wealth management, personalized planning and financial education services to help families and individuals fully understand their financial … <\/p>\n

Continue reading “LPL Financial Welcomes CR Davis & Company”<\/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-471750","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"\nLPL Financial Welcomes CR Davis & Company - 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-cr-davis-company\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"LPL Financial Welcomes CR Davis & Company - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"CHARLOTTE, N.C., April 06, 2021 (GLOBE NEWSWIRE) — LPL Financial LLC today announced that CR Davis & Company has joined LPL Financial\u2019s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The team reported having served approximately $110 million in advisory, brokerage and retirement plan assets*. The firm previously operated its own broker-dealer. The business dates back to the 1920s when family patriarch C. Russell Davis founded the company just before the Great Depression. Three generations later, his grandson Jeffrey Gibbs now heads the Springfield, Ill.-based practice with his business partner, longtime church friend and fellow financial advisor Brad Welker. 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