LPL and Momentum Wealth Partners Welcome Sussex Wealth Partners
23 April 2024 - 3:00PM
LPL Financial LLC announced today that financial advisors Chris
Mukoda, Brad Travis, Jr., CFP®, and David Crouse have joined LPL
Financial’s broker-dealer, RIA and custodial platforms, aligning
with Momentum Wealth Partners, an existing firm supporting
LPL-affiliated advisors. They reported serving approximately $415
million in advisory, brokerage and retirement plan assets*, and
join LPL from PNC Investments.
With the move, the team – which shares more than 75 years of
combined financial services experience – launches Sussex Wealth
Partners, an independent financial practice based in the Sussex
County town of Lewes, Del. The new practice, located inside a
former art gallery, was designed by the team’s partner and office
manager, Natalie Fowler, and brought to life by her husband,
Anthony. The space gives an elevated and intimate feel – much like
the experience the Sussex Wealth team strives to offer its wide
variety of clients.
“Our clients range from farmers, professionals, retirees and
regular working people, and our goal is to provide each of them
with a personal and tailored experience designed to help them meet
their financial objectives,” Mukoda said. “We take the time to get
to know our clients on a deeply personal level so we can best guide
them on their fiscal journey.”
Looking to pair their client-centered philosophy with the desire
to provide their clients with an elevated experience, the team
spent more than a year researching firms and doing their due
diligence before selecting LPL and Momentum as the best fit for
their business goals.
“I had no idea how large LPL was or how much they offered until
our first meeting. After that, the decision to partner with LPL,
aligning with Momentum Wealth Partners, was an easy one,” Mukoda
said. “From their streamlined solutions, integrated technology and
back-office support, everything LPL offers is top-notch and my
clients are really happy. One thing I’m especially excited about is
the content provided by LPL’s Research Team. Every piece is
insightful and interesting, and I really enjoy sharing relevant
articles with my clients. It’s just one more way LPL is helping us
take our client experience to the next level.”
Asif Hussain, Momentum Wealth Partners Managing Partner and
Co-founder, stated, “At Momentum, we support advisors with a
success-oriented mentality, fostering an atmosphere where they are
eager to enhance their practices and dedicated to providing service
excellency to their clients. The Sussex team embodies this
philosophy. Brad, David, Chris and Natalie, we are proud to welcome
you to Momentum and LPL.”
Scott Posner, LPL Executive Vice President, Business
Development, stated, “We extend a warm welcome to Chris, Brad,
David and Natalie and are honored they turned to LPL and Momentum
Wealth Partners on their journey to independence. At LPL, we are
committed to helping advisors visualize and build their perfect
practice by offering streamlined and integrated business solutions
and personalized support to help them create an elevated experience
for their clients. We look forward to supporting Sussex Wealth
Partners 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 more than 22,000
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. Sussex Wealth
Partners, Momentum Wealth Partners 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 mid-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)
996-1840Tracking #567155
LPL Financial (NASDAQ:LPLA)
Historical Stock Chart
Von Apr 2024 bis Mai 2024
LPL Financial (NASDAQ:LPLA)
Historical Stock Chart
Von Mai 2023 bis Mai 2024