LPL Financial Welcomes Integrity Financial Group
10 July 2024 - 11:00PM
LPL Financial LLC announced today that financial advisors Justin
Gore, J.D., and Michael Fusco, CRPC®, have joined LPL Financial’s
broker-dealer, RIA and custodial platforms to launch a new
independent practice, Integrity Financial Group. They reported
serving approximately $475 million in advisory, brokerage and
retirement plan assets* and join LPL from Ameriprise.
The advisors are longtime friends who teamed up in 2021 to
expand their services and grow their presence throughout South
Carolina’s Lowcountry. Based in the coastal town of Mount Pleasant,
Gore has 26 years of experience in the financial services industry
and oversees a range of specialized services including retirement
strategies, estate planning and tailored financial planning. Fusco
works out of the Myrtle Beach office and has 12 years of experience
providing tailored wealth management and investment strategies for
individuals and businesses.
“We are committed to providing clients with the highest level of
service,” Fusco said. “We take a client-first approach by working
directly with them to understand each person’s unique financial
situation, risk tolerance and aspirations. We gather all of this
information before making customized recommendations based on their
financial goals.”
The team was formerly MG Private Financial, but with the
retirement of their previous senior partner Hugh Martin, Gore and
Fusco chose to rebrand as Integrity Financial Group, which
represents how they aspire to treat their clients and business.
The move to LPL is a strategic one for Integrity Financial
Group, which sought a partner that would provide the freedom and
flexibility to serve clients' best interests without mandates or
proprietary products.
“We did a lot of soul searching over the last year to find a
home that would allow us to put our clients first and grow our
business on our own terms,” Gore said. “LPL’s integrated platform
gives our clients access to a variety of investment products and
services, as well as the latest technology and research. At the end
of the day, it's all about our clients. They're our lifeblood, and
we wouldn't be here without them. Our team’s guiding belief is
putting our clients first, always.”
Scott Posner, LPL Executive Vice President, Business
Development, said, “We welcome Justin and Mike to LPL and are
honored to support the launch of Integrity Financial Group. At LPL
we understand what it takes to build and operate a thriving
practice, and we are committed to offering cutting-edge business
solutions and integrated capabilities designed to help advisors
grow and differentiate their practices – on their own terms. We
look forward to supporting Integrity Financial Group for years to
come.”
Related
Advisors, find your perfect fit at LPL.
About LPL FinancialLPL 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 nearly 23,000
financial advisors, including advisors at approximately 1,100
institutions and at approximately 570 registered investment advisor
("RIA") 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.
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. Integrity Financial
Group and LPL Financial are separate entities.
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.
We routinely disclose information that may be important to
shareholders in the "Investor Relations" or "Press Releases"
section of our website.
*Value approximated based on asset and holding details provided
to LPL from end of year, 2023.
Connect with Us!
https://twitter.com/lpl
https://www.linkedin.com/company/lpl-financial
https://www.facebook.com/LPLFinancialLLC
https://www.youtube.com/user/lplfinancialllc
Media
Contact:Media.relations@LPLFinancial.com(704) 996-1840
Tracking #596648
LPL Financial (NASDAQ:LPLA)
Historical Stock Chart
From Jun 2024 to Jul 2024
LPL Financial (NASDAQ:LPLA)
Historical Stock Chart
From Jul 2023 to Jul 2024