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LPL Financial Welcomes Integrity Financial Group
LPL FinancialLPL Financial(US:LPLA) Newsfilterยท2024-07-10 13:00

Core Insights - LPL Financial LLC has welcomed financial advisors Justin Gore and Michael Fusco, who have launched a new independent practice named Integrity Financial Group, managing approximately $475 million in advisory, brokerage, and retirement plan assets [1][6] Group 1: Company Overview - LPL Financial serves nearly 23,000 financial advisors and operates with approximately 1,100 institutions and 570 registered investment advisor firms across the United States [4] - The company emphasizes an advisor-mediated model, allowing advisors the freedom to choose their business model, services, and technology resources [4] Group 2: New Practice Launch - Integrity Financial Group aims to provide a client-first approach, focusing on understanding individual financial situations, risk tolerances, and aspirations before making customized recommendations [2] - The rebranding from MG Private Financial to Integrity Financial Group reflects the advisors' commitment to treating clients with integrity [8] Group 3: Advisor Background - Justin Gore has 26 years of experience in financial services, specializing in retirement strategies, estate planning, and tailored financial planning [7] - Michael Fusco has 12 years of experience in wealth management and investment strategies for individuals and businesses [7] Group 4: Strategic Partnership - The move to LPL Financial is strategic for Integrity Financial Group, providing the freedom and flexibility to serve clients without proprietary product mandates [2] - LPL Financial's integrated platform offers access to a variety of investment products, services, and the latest technology and research, enhancing client service [9]