{"id":479678,"date":"2021-04-21T09:04:28","date_gmt":"2021-04-21T13:04:28","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-lereah-financial-group\/"},"modified":"2021-04-21T09:04:28","modified_gmt":"2021-04-21T13:04:28","slug":"lpl-financial-welcomes-lereah-financial-group","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-welcomes-lereah-financial-group\/","title":{"rendered":"LPL Financial Welcomes Lereah Financial Group"},"content":{"rendered":"
\n

CHARLOTTE, N.C., April 21, 2021 (GLOBE NEWSWIRE) — LPL Financial LLC<\/a> (Nasdaq:LPLA)\u00a0today announced that financial advisor Evan Lereah has joined LPL Financial\u2019s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. He reported having served more than $400 million in advisory, brokerage and retirement plan assets*. Lereah joins LPL from Wells Fargo Advisors Financial Network.<\/p>\n

Lereah is managing principal of Lereah Financial Group in Red Bank, N.J., which has supported multiple generations of clients since his father started the practice more than 40 years ago. Lereah took an early interest in the industry at a young age. \u201cIn seventh grade, I was in a stock market contest at school. During lunch every day, I would call my dad to check on the stock quotes. He knew I had a genuine interest in following in his footsteps,\u201d Lereah said.<\/p>\n

After gaining industry experience, Lereah eventually joined the practice and became the primary investment manager, fully taking over the business three years ago upon his father\u2019s retirement. \u201cMy passion is to gauge the risk tolerance for a client and build a portfolio utilizing current investment themes and trends,\u201d he said. \u201cI often play a key role in my clients\u2019 inner circle, often getting calls for consultation when big life decisions are being made.\u201d<\/p>\n

After an extensive search and due diligence process, he chose to move his business to LPL Financial. He stated, \u201cI\u2019m looking forward to all the great things that lie ahead with this new partnership with LPL. This is a place where I can see myself working for the rest of my career.\u201d<\/p>\n

Scott Posner, LPL executive vice president, Business Development, said, \u201cWe welcome Evan to LPL and look forward to a long-lasting partnership with Lereah Financial Group. We recognize that advisors are seeking greater efficiency and innovative resources to help differentiate their practices and build more value with their clients. We are focused entirely on our advisors\u2019 needs, providing them with integrated capabilities and business solutions designed to make it easier for them to manage their businesses and stay focused on what they do best, which is helping their clients.\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
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

Lereah Financial Group 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

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

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

CHARLOTTE, N.C., April 21, 2021 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA)\u00a0today announced that financial advisor Evan Lereah has joined LPL Financial\u2019s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. He reported having served more than $400 million in advisory, brokerage and retirement plan assets*. Lereah joins LPL from Wells Fargo Advisors Financial Network. Lereah is managing principal of Lereah Financial Group in Red Bank, N.J., which has supported multiple generations of clients since his father started the practice more than 40 years ago. Lereah took an early interest in the industry at a young age. \u201cIn seventh grade, I was in a stock market contest at school. During lunch every day, I would call my dad to check … <\/p>\n

Continue reading “LPL Financial Welcomes Lereah Financial Group”<\/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-479678","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"\nLPL Financial Welcomes Lereah Financial Group - 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-lereah-financial-group\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"LPL Financial Welcomes Lereah Financial Group - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"CHARLOTTE, N.C., April 21, 2021 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA)\u00a0today announced that financial advisor Evan Lereah has joined LPL Financial\u2019s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. He reported having served more than $400 million in advisory, brokerage and retirement plan assets*. Lereah joins LPL from Wells Fargo Advisors Financial Network. Lereah is managing principal of Lereah Financial Group in Red Bank, N.J., which has supported multiple generations of clients since his father started the practice more than 40 years ago. Lereah took an early interest in the industry at a young age. \u201cIn seventh grade, I was in a stock market contest at school. 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