LPL Financial Welcomes The Narmi Group Investment Management to Linsco Channel

Core Insights - LPL Financial LLC announced the addition of financial advisors Charlie Narmi and Theresa Rynaski to its employee advisor channel, Linsco by LPL Financial, where they will launch The Narmi Group Investment Management, managing approximately $870 million in advisory, brokerage, and retirement plan assets [1][8] Group 1: Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting over 29,000 financial advisors and approximately 1,200 financial institutions, with around $1.8 trillion in brokerage and advisory assets [6] Group 2: Team Background - Narmi and Rynaski have a combined experience of two decades, focusing on a diverse clientele that includes young professionals, non-profit organizations, and individuals nearing or in retirement [2] Group 3: Service Philosophy - The Narmi Group Investment Management emphasizes a comprehensive service approach, assisting clients with various life decisions, including visits to the Social Security office and researching nursing homes [3] Group 4: Strategic Move to LPL - The transition to LPL Financial was driven by the desire for autonomy, flexibility, and access to enhanced technology, allowing advisors to own their client relationships and operate their practices independently [3][4] - LPL's integrated wealth management platform and robust business resources are designed to support advisors in focusing on client needs while growing their business [4] Group 5: Future Outlook - LPL Financial aims to provide differentiated experiences for advisors and their clients through unparalleled flexibility, strategic resources, and innovative technology, which will support The Narmi Group Investment Management in building long-lasting client relationships [4]