LPL Financial Welcomes Landmark Capital

Financial Advisors

CHARLOTTE, NC, May 4, 2023 (GLOBE NEWSWIRE) — LPL Financial LLC today announced that Landmark Capital, Inc. financial advisors Thomas Reynolds, CFP® and Kathleen Gfrorer, CFP® have joined LPL Financial’s broker-dealer, RIA and custodial platforms. He joins the LPL from Securities America, which is now part of the Advisor Group network of broker-dealers, who reportedly provided approximately $400 million in advisory, brokerage and retirement plan assets*. The team will close its own RIA and join the LPL’s corporate RIA to manage compliance, improve operations and enhance the customer experience.

Reynolds and Gfroer have worked together at the Oak Brook, Illinois-based company for over 30 years, taking a team approach to helping clients work towards their long-term financial goals. As a full-service asset management firm that caters to many high net worth clients, the Landmark team also includes support his members Stephen Maro and Lauren Fricia.

“We understand that it can be a daunting task for individuals to plan for their financial future, whether they are paying too much tax or not having enough money to live on in retirement. Our team has extensive training and experience to help analyze complex problems, provide the right information, and create personalized long-term strategies. “Tom and I complement each other, bring different strengths to our team, and explore more areas to help our clients make sound financial decisions and feel better about their futures. so that we can cover the

Choose to participate in a National RIA to streamline operations
With the move to LPL, the team closed RIAs and joined LPL’s RIAs to reduce workloads, streamline operations, and spend more time with clients. The move was also part of the advisor’s business continuity plan to ensure the client was taken care of well into the future.

“By participating in LPL’s RIAs, we have enhanced back office support, offloading some of these responsibilities and allowing us to focus more on helping our clients,” said Gforer. “We also plan to expand our team with additional advisors to assist with succession planning. LPL’s vast network of advisors should open many doors for someone who can be drawn into our group.” I am confident that LPL will lead us into the future.”

Scott Posner, LPL’s executive vice president of business development, said: Many he serves advisors with a variety of functions and resources, including reducing the compliance management burden RIAs are experiencing and ultimately allowing advisors to spend more time with their clients. I promise. Going forward, Landmark looks forward to providing Capital with personalized service and innovative resources. ”


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About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that firms should work for their advisors, not the other way around. Today, LPL is the market leader in servicing, supporting his more than 21,000 financial advisors, including advisors for approximately 1,100 companies and approximately 500 Registered Investment Advisers (“RIA”) firms nationwide. I’m here. We are steadfast in our commitment to an advisor-centric model and the belief that Americans have the right to access individualized guidance from their financial advisors. It means you have the freedom to choose your models, services and technical resources to help you execute your perfect practice. And because they know their customers best, they are free to manage their relationship with them. Simply put, we look after our advisors so they can look after their clients.

*Estimated based on asset and holding details provided to LPL from end-2022.

LPL Financial and its affiliates provide financial services only from the United States.

Securities and advisory services provided through LPL Financial LLC, an SEC registered broker-dealer and investment advisor. Member FINRA/SIPC. Landmark Capital and LPL Financial are separate entities.

Throughout this communication, the terms “Financial Advisor” and “Advisor” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC.

We regularly disclose important information to our shareholders in the “Investor Relations” or “Press Releases” sections of our website.

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