Strata Financial Group Joins LPL Financial to Enhance Client Services and Financial Planning Solutions
Strata Financial Group Joins LPL Financial to Enhance Client Services and Financial Planning Solutions
The advisors reported serving more than $350 million in advisory, brokerage, and retirement plan assets.Strata Financial Group's advisors joined LPL Financial to enhance client service with better resources and technology support.
Strata金融集團的顧問加入了lpl financial，以更好的資源和科技支持提升客戶服務。
Quiver AI Summary
Quiver AI 概要
LPL Financial LLC announced that financial advisors Anthony Campagni, Ronald Jurczynski, Mitchell Romeo, Kyle Hancharick, and Dominic Elmo from Ohio's Strata Financial Group have joined its broker-dealer, RIA, and custodial platforms. The team, which serves over $350 million in assets, aims to enhance their personalized financial services by partnering with LPL to access advanced technologies and resources. Founded in 1998, Strata Financial Group focuses on comprehensive financial planning, tax strategies, and wealth preservation for clients nationwide. The advisors highlighted LPL's commitment to transparency, service, and innovation as key reasons for their move, emphasizing their goal to improve client experiences through these enhanced capabilities.
lpl financial llc宣佈，來自俄亥俄州Strata金融集團的財務顧問Anthony Campagni、Ronald Jurczynski、Mitchell Romeo、Kyle Hancharick和Dominic Elmo已加入其券商、RIA和託管平台。該團隊管理的資產超過35000萬，旨在通過與lpl的合作訪問先進的技術和資源，從而提升他們的個性化財務服務。Strata金融集團成立於1998年，專注於爲全國客戶提供全面的財務規劃、稅務策略和財富保值服務。顧問們強調，lpl對透明度、服務和創新的承諾是他們選擇轉向lpl的主要原因，強調他們希望通過這些增強的能力改善客戶體驗。
Potential Positives
潛在的積極因素
- Strata Financial Group's transition to LPL Financial brings over $350 million in advisory, brokerage, and retirement plan assets, significantly boosting LPL's asset management footprint.
- The addition of five experienced financial advisors enhances LPL's offering, allowing for a broader range of personalized financial services to clients.
- Strata's focus on tax strategies and comprehensive financial planning aligns with LPL's commitment to empowering independent advisors, enhancing LPL's market reputation.
- By partnering with LPL, Strata Financial Group gains access to advanced resources and technology, indicating LPL's capability to support growth and innovation for advisor teams.
- Strata金融集團向lpl financial的轉變帶來了超過35000萬的顧問、經紀和養老金資產，顯著提升了lpl的資產管理規模。
- 五位經驗豐富的財務顧問的加入增強了lpl的服務，使其能夠爲客戶提供更廣泛的個性化財務服務。
- Strata專注於稅務策略和全面財務規劃，這與lpl對賦予獨立顧問權力的承諾相一致，提升了lpl的市場聲譽。
- 通過與lpl合作，Strata金融集團獲得了先進資源和技術的訪問，表明lpl有能力支持顧問團隊的增長和創新。
Potential Negatives
潛在負面影響
- Transfer of financial advisors from Osaic to LPL Financial may indicate potential instability or dissatisfaction within Osaic, which could raise questions about LPL's competitive position in the market.
- The partnership reflects a growing trend where advisors seek enhanced resources and support, which may imply that LPL has been perceived as a more reliable option compared to its competitors.
- While LPL Financial has grown its advisor base, this influx could strain LPL's resources and operational support systems, potentially impacting service quality for existing advisors and clients.
- 從Osaic轉移到lpl financial的財務顧問可能表明Osaic內部存在潛在的不穩定性或不滿，這可能引發關於lpl在市場競爭地位的問題。
- 這種合作關係反映出顧問尋求更豐富的資源和壓力位的日益趨勢，這可能意味着lpl被認爲是比其競爭對手更可靠的選擇。
- 儘管lpl financial已經擴大了其顧問基礎，但這一湧入可能會給lpl的資源和運營支持系統帶來壓力，進而影響現有顧問和客戶的服務質量。
FAQ
常見問題
Who are the new advisors joining LPL Financial?
誰是加入lpl financial的新顧問？
The new advisors include Anthony Campagni, Ronald Jurczynski, Mitchell Romeo, Kyle Hancharick, and Dominic Elmo from Strata Financial Group.
新顧問包括來自Strata Financial Group的Anthony Campagni、Ronald Jurczynski、Mitchell Romeo、Kyle Hancharick和Dominic Elmo。
What assets do the Strata Financial advisors manage?
Strata Financial的顧問管理哪些資產？
The advisors reported serving more than $350 million in advisory, brokerage, and retirement plan assets.
顧問報告稱其管理超過35000萬的諮詢、券商和養老計劃資產。
Why did Strata Financial Group choose LPL Financial?
爲什麼Strata Financial Group選擇lpl financial？
They chose LPL for its transparency, operational support, enhanced resources, and commitment to top-tier client service.
他們選擇lpl是因爲其透明度、運營支持、增強資源和對頂級客戶服務的承諾。
What services does Strata Financial Group provide?
Strata Financial Group提供什麼服務？
Strata offers personalized financial plans, tax strategies, retirement preparation, investment planning, and wealth preservation.
Strata提供個性化的財務計劃、稅務策略、養老準備、投資規劃和財富保值。
Who leads Strata Financial Group?
誰領導Strata Financial Group？
Strata is led by partners Anthony Campagni, Ronald Jurczynski, and Mitchell Romeo, along with support staff.
Strata由合作伙伴Anthony Campagni、Ronald Jurczynski和Mitchell Romeo領導，配有支持人員.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
免責聲明：這是由GlobeNewswire分發的新聞稿的人工智能生成摘要。用於總結這份稿件的模型可能會出錯。請在這裏查看完整發布。
$LPLA Congressional Stock Trading
國會股票交易$LPLA
Members of Congress have traded $LPLA stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
國會議員在過去6個月中交易過$LPLA股票1次。這些交易中，有0次購買和1次銷售。
Here's a breakdown of recent trading of $LPLA stock by members of Congress over the last 6 months:
以下是過去6個月國會議員對$LPLA股票的最新交易情況：
- REPRESENTATIVE JOHN JAMES sold up to $15,000 on 07/18.
- 約翰·詹姆斯代表於07/18賣出高達$15,000的股票。
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
要追蹤國會股票交易，請查看Quiver Quantitative的國會交易儀表板。
$LPLA Insider Trading Activity
$LPLA內部交易活動
$LPLA insiders have traded $LPLA stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
$LPLA內部人士在過去6個月中共在開放市場上交易$LPLA股票1次。這些交易中，有0次購買和1次銷售。
Here's a breakdown of recent trading of $LPLA stock by insiders over the last 6 months:
以下是過去6個月內部人士對$LPLA股票的最新交易情況：
- DAN H. ARNOLD (President & CEO) sold 5,677 shares.
- DAN H. ARNOLD（總裁兼首席執行官）出售了5,677股。
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
要跟蹤內部交易，請查看Quiver Quantitative的內部交易特斯拉-儀表。
$LPLA Hedge Fund Activity
$LPLA對沖基金活動
We have seen 313 institutional investors add shares of $LPLA stock to their portfolio, and 402 decrease their positions in their most recent quarter.
我們看到313家機構投資者在最近一個季度向他們的投資組合中增加了$LPLA股票的股份，402家減少了他們的持倉。
Here are some of the largest recent moves:
以下是一些最近最大的交易動態：
- CAPITAL RESEARCH GLOBAL INVESTORS removed 1,577,102 shares (-100.0%) from their portfolio in Q3 2024
- PRICE T ROWE ASSOCIATES INC /MD/ removed 1,483,931 shares (-70.7%) from their portfolio in Q3 2024
- BOSTON PARTNERS added 1,212,715 shares (+64.3%) to their portfolio in Q3 2024
- FIRST TRUST ADVISORS LP added 901,509 shares (+1007.0%) to their portfolio in Q3 2024
- MARSHALL WACE, LLP added 863,254 shares (+inf%) to their portfolio in Q3 2024
- FMR LLC added 650,675 shares (+24.4%) to their portfolio in Q3 2024
- MORGAN STANLEY removed 596,159 shares (-40.6%) from their portfolio in Q3 2024
- 資本集團在2024年第3季度將1,577,102股（-100.0%）從其投資組合中剔除
- PRICE t ROWE ASSOCIATES INC /MD/在2024年第3季度從其投資組合中剔除了1,483,931股（-70.7%）
- 波士頓合夥人在2024年第3季度將1,212,715股（+64.3%）添加到其投資組合中
- FIRSt TRUSt ADVISORS LP在2024年第三季度將其投資組合增加了901,509股（+1007.0%）
- MARSHALL WACE，LLP在2024年第三季度將其投資組合增加了863,254股（+inf%）
- FMR LLC在2024年第三季度將其投資組合增加了650,675股（+24.4%）
- 摩根士丹利在2024年第三季度將其投資組合減少了596,159股（-40.6%）
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
要追蹤對沖基金的股票組合，請查看Quiver Quantitative的機構持股儀表板。
Full Release
全面發佈
SAN DIEGO, Nov. 20, 2024 (GLOBE NEWSWIRE) --
LPL Financial LLC
, announced today that financial advisors Anthony "Tony" Campagni, CFP
, Ronald Jurczynski, CPA/PFS, Mitchell Romeo, CPWA
, CPFA
, Kyle Hancharick, CFP
, and Dominic Elmo of Ohio-based
Strata Financial Group
have joined LPL Financial's broker-dealer, RIA and custodial platforms. The advisors reported serving more than $350 million in advisory, brokerage and retirement plan assets,* and they join LPL from Osaic.
聖地亞哥，2024年11月20日（全球新聞網） --
LPL Financial LLC
今日宣佈，金融顧問安東尼"託尼"坎帕尼，CFP
羅納德·尤爾津斯基，CPA/PFS，米切爾·羅密歐，CPWA
CPFA
凱爾·漢查裏克，CFP
以及來自俄亥俄州的
Strata金融集團
已加入lpl financial的券商、資產管理和保管平台。顧問們報告說，他們服務的諮詢、券商和養老計劃資產超過35000萬，他們從Osaic加入lpl。
Strata Financial Group was founded in 1998 by Campagni and the late Rino Romeo — Mitchell Romeo's uncle — and currently operates in two Ohio locations: Sheffield Village, where the team serves the greater Cleveland area, and Dublin, serving the Columbus area. The advisors take a team-based approach to offering personalized strategic financial plans, tax strategies, retirement preparation, investment planning and wealth preservation to clients across the nation. Strata is led by partners Campagni, Jurczynski and Mitchell Romeo and includes support staff members Emily Dohnenko and Shayla Svetgoff.
斯特拉塔金融集團由坎帕尼和已故的裏諾羅密歐 - 米切爾羅密歐的叔叔 - 於1998年創立，並目前在俄亥俄州的兩個地點運營：謝菲爾德村，團隊爲克利夫蘭地區提供服務，都柏林，爲哥倫布地區提供服務。 顧問們採取團隊合作的方式，爲全國範圍內的客戶提供個性化的戰略金融計劃，稅收策略，養老準備，投資規劃和財富保護。 斯特拉塔由合作伙伴坎帕尼，尤爾奇斯基和米切爾羅密歐領導，包括支持人員艾米莉多霓科和夏伊拉斯維特戈夫。
"Our team is dedicated to providing comprehensive financial services for busy professionals, executives, business owners and families who are looking for a partner to help them maximize their wealth," said Campagni. "With a unique focus on tax and financial planning in an ever-changing environment, we empower our clients to make well-informed decisions and create tailored plans that prioritize their financial goals."
"我們的團隊致力於爲繁忙的專業人士，高管，企業主和尋求合作伙伴幫助他們最大化財富的家庭提供全面的財務服務，"坎帕尼說。"在不斷變化的環境中，我們專注於稅收和財務規劃，我們賦予客戶做出明智決策的力量，並創建優先考慮他們財務目標的定製計劃。"
Why the team chose LPL
團隊爲什麼選擇lpl
To further their commitment to top-tier client service, Strata Financial Group turned to LPL Financial. By partnering with LPL, the team now has access to enhanced resources, operational support and advanced technologies to help clients pursue their financial goals.
爲了進一步承諾提供頂級客戶服務，Strata Financial Group 與 lpl financial 合作。通過與 lpl 的合作，團隊現在可以獲取到增強資源、運營支持和先進技術，幫助客戶實現他們的財務目標。
"We were drawn to LPL because of its transparency and robust public presence," said Romeo. "LPL's commitment to service and technology is evident, and it's clear LPL prioritizes supporting advisors and their staff, so Strata Financial Group can have more time to focus on servicing our clients."
羅梅歐表示：「我們選擇 lpl 是因爲其透明度和強大的公衆形象。lpl 對服務和科技的承諾是顯而易見的，明顯地 lpl 優先支持顧問及其團隊，這樣 Strata Financial Group 可以有更多時間專注於爲客戶提供服務。」
Jurczynski added, "Our goal is to leverage LPL's vast resources to provide the highest level of service to our clients, from consolidated reporting to being able to access a broader range of investment and insurance solutions. This will allow Strata Financial Group to continue to try to improve and create differentiated experiences for clients."
尤爾欽斯基補充道：「我們的目標是利用 lpl 的豐富資源爲客戶提供最高水平的服務，從合併報告到能夠獲取更廣泛的投資和保險解決方案。這將使 Strata Financial Group 能夠繼續努力改進，併爲客戶創造不同凡響的體驗。」
Scott Posner, LPL Executive Vice President, Business Development, said, "We welcome Tony, Ronald, Mitchell, Kyle and Dominic to LPL Financial. At LPL, we are steadfast in our commitment to supporting independent advisors. Our platform is designed to empower these professionals with industry-leading resources, innovative technology and dedicated services that enable advisors to serve their clients their way. We look forward to supporting Strata Financial Group for years to come."
lpl financial 高級副總裁、業務發展部門負責人斯科特·波斯納表示：「我們歡迎 Tony、Ronald、Mitchell、Kyle 和 Dominic 加入 lpl financial。在 lpl，我們堅定地承諾支持獨立顧問。我們的平台旨在賦予這些專業人士具有行業領先的資源、創新科技和專注服務的能力，使顧問能夠以自己的方式爲客戶服務。我們期待着未來多年繼續支持 Strata Financial Group。」
Related
相關
Advisors, learn how LPL Financial can help
take your business to the next level
.
顧問們，了解lpl financial如何提供幫助
將您的業務提升到一個新水平
.
About LPL Financial
關於LPL Financial
LPL 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 more than 28,000 financial advisors, including advisors at more than 1,000 institutions and nearly 600 registered investment advisor 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.
lpl financial holdings inc. (納斯達克: LPLA)成立於一個原則上，即lpl應該爲顧問和機構服務，而不是相反。今天，lpl是我們所服務市場的領導者，服務超過28,000名金融顧問，包括來自全國超過1,000家機構的顧問和近600家註冊投資顧問公司。我們堅定地承諾顧問中介模式，並相信美國人應有機會獲得來自金融專業人士的個性化指導。在lpl，自由意味着顧問和機構領導者擁有他們應得的自由，選擇允許他們運行繁榮業務的商業模式、服務和科技資源。他們具有進行業務的靈活性
它們
來經營。他們有權管理客戶關係，因爲他們最了解自己的客戶。簡而言之，我們照顧好我們的顧問和機構，讓他們能夠照顧好他們的客戶。
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. Strata Financial Group, LLC., and LPL are separate entities.
LPL Financial LLC（"LPL Financial"）提供證券和諮詢服務，是一家註冊投資顧問。
成員FINRA/SIPC。lpl financial及其附屬公司僅從美國提供金融服務。Strata Financial Group, LLC.與lpl是獨立實體。
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.
在本文中，"金融顧問"和"顧問"一詞均用於指與LPL Financial關聯的註冊代表和/或投資顧問代表。
We routinely disclose information that may be important to shareholders in the "
Investor Relations
" or "
Press Releases
" section of our website.
我們會在網站的""或""部分定期披露可能對股東重要的信息。
投資者關係
計劃議程
新聞稿
部分。
*Value approximated based on asset and holding details provided to LPL from end of year, 2023.
*基於資產和持有詳情，數據近似估算爲2023年底。
Media Contact:
Media.relations@LPLFinancial.com
(704) 996-1840
媒體聯繫：
Media.relations@LPLFinancial.com
(704) 996-1840
Tracking #657495
跟蹤 #657495
