{"id":690310,"date":"2022-09-29T09:05:10","date_gmt":"2022-09-29T13:05:10","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-launches-new-bookkeeping-services\/"},"modified":"2022-09-29T09:05:10","modified_gmt":"2022-09-29T13:05:10","slug":"lpl-financial-launches-new-bookkeeping-services","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/lpl-financial-launches-new-bookkeeping-services\/","title":{"rendered":"LPL Financial Launches New Bookkeeping Services"},"content":{"rendered":"

\nAdvisors can streamline business decisions and receive accurate and timely financial reports from a dedicated bookkeeper
\n<\/h2>\n
\n

CHARLOTTE, N.C., Sept. 29, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC<\/a>\u00a0today announced that the firm\u2019s advisors can now access Bookkeeping Services. LPL\u2019s newest offering is designed to provide a high level of support by pairing an advisor with an industry-trained bookkeeper who understands their unique business needs.<\/p>\n

\u201cUp-to-date financials and accurate books are essential to making confident business decisions,\u201d said Aneri Jambusaria, executive vice president, LPL Services Group. \u201cWe recognize the complexity of our advisors\u2019 work and the time commitment required to maintain books with precision. Our new service is designed to save advisors time with accurate reporting conducted by a bookkeeper who is well versed in LPL and wealth management best practices.\u201d<\/p>\n

LPL\u2019s Bookkeeping Services operates as an extension of the advisor\u2019s practice, providing dedicated support to record and categorize financial data and utilize the advisor\u2019s commission statements to provide up-to-date reporting. The service begins with onboarding, during which time processes are established to set the stage for long-term success.<\/p>\n

\u201cWhether needing to build financial reporting for the first time, transitioning bookkeeping responsibilities, or seeking inorganic business growth, we believe that LPL affiliated advisors at all stages of business can benefit from this service,\u201d said Jambusaria.<\/p>\n

Bookkeeping Services is the latest service from LPL, focused on enabling advisors to deliver great financial advice and run a thriving business. The launch of Bookkeeping Services follows the introduction of Paraplanning Services<\/a> and the Private Client Services Network<\/a> earlier this year.<\/p>\n

Bookkeeping Services is now available to all LPL advisors and waived onboarding fee will be provided for a limited time.<\/p>\n

\n
\n About LPL Financial<\/u>
\n <\/strong>\u00a0
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 21,000 financial advisors, and approximately 1,100 institution-based investment programs and approximately 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.<\/p>\n

\n *Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine 1996-2022); among third-party providers of brokerage services to banks and credit unions, No. 1 in AUM Growth from Financial Institutions; No. 1 in Market Share of AUM from Financial Institutions; No. 1 in Market Share of Revenue from Financial Institutions; No. 1 on Financial Institution Market Share; No. 1 on Share of Advisors (2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report). Fortune 500 as of June 2021. <\/em>\n <\/p>\n

\n LPL and its affiliated companies provide financial services only from the United States.<\/em>\n <\/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. We routinely disclose information that may be important to shareholders in the \u201cInvestor Relations\u201d or \u201cPress Releases\u201d section of our website.
\u00a0\u00a0
Connect with Us!\u00a0<\/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>\u00a0<\/p>\n

\n
\n Media Contact:<\/u>
\n <\/strong>\u00a0
Media.relations@lplfinancial.com<\/a><\/u>\u00a0\u00a0
(805) 640-5391<\/p>\n<\/p>\n


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

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

Advisors can streamline business decisions and receive accurate and timely financial reports from a dedicated bookkeeper CHARLOTTE, N.C., Sept. 29, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC\u00a0today announced that the firm\u2019s advisors can now access Bookkeeping Services. LPL\u2019s newest offering is designed to provide a high level of support by pairing an advisor with an industry-trained bookkeeper who understands their unique business needs. \u201cUp-to-date financials and accurate books are essential to making confident business decisions,\u201d said Aneri Jambusaria, executive vice president, LPL Services Group. \u201cWe recognize the complexity of our advisors\u2019 work and the time commitment required to maintain books with precision. Our new service is designed to save advisors time with accurate reporting conducted by a bookkeeper who is … <\/p>\n

Continue reading “LPL Financial Launches New Bookkeeping Services”<\/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-690310","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"\nLPL Financial Launches New Bookkeeping Services - 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-launches-new-bookkeeping-services\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"LPL Financial Launches New Bookkeeping Services - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Advisors can streamline business decisions and receive accurate and timely financial reports from a dedicated bookkeeper CHARLOTTE, N.C., Sept. 29, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC\u00a0today announced that the firm\u2019s advisors can now access Bookkeeping Services. LPL\u2019s newest offering is designed to provide a high level of support by pairing an advisor with an industry-trained bookkeeper who understands their unique business needs. \u201cUp-to-date financials and accurate books are essential to making confident business decisions,\u201d said Aneri Jambusaria, executive vice president, LPL Services Group. \u201cWe recognize the complexity of our advisors\u2019 work and the time commitment required to maintain books with precision. 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