LPL Financial Welcomes Shunyia & Co. Private Wealth Advisors

Jannie Delucca

CHARLOTTE, N.C., Oct. eighteen, 2021 (Globe NEWSWIRE) — LPL Fiscal LLC (Nasdaq: LPLA) announced now that financial advisor Peter Shunyia, CFP® has joined LPL Fiscal to start his independent financial practice, Shunyia & Co. Private Wealth Advisors. He described obtaining served approximately $one hundred fifty million in advisory and retirement prepare assets*. He joins LPL from Merrill Lynch.

Shunyia, a lifelong Michigan resident, operates his practice in Troy, Mich., with the aid of 3 business employees users. He has 20 yrs of encounter outlining financial tactics for his customer foundation of significant-internet-well worth people, medical professionals, retirees and company homeowners. Shunyia usually takes satisfaction in his meticulous and personalized technique to financial suggestions, which includes in depth suggestions, threat investigation and financial organizing. “As an knowledgeable advisor, I get the job done to have an understanding of my clients’ fears and plans, extensively clarify my suggestions and offer excellent treatment and support,” mentioned Shunyia, who enjoys spending his time outdoors of get the job done with his relatives, fly fishing and volunteering for conservation jobs.

Searching to provide his clients’ most effective passions, broaden expenditure options and acquire additional manage of his company, he chose to spouse with LPL and align with The usa Group Retirement Approach Centers, a big company that supports LPL-affiliated advisors. “With the robust resources, progressive options and a huge-reaching advisor network of a Fortune 500 firm, LPL is the correct residence for my financial practice,” Shunyia mentioned. “The firm delivers every thing that my customers and I are wanting for — from built-in know-how to financial organizing resources. We also have the added layer of aid from The usa Group to offer the infrastructure and aid to allow me to do what I was carrying out in a wirehouse atmosphere without lacking a beat. Most importantly, this shift will allow me to target entirely on getting treatment of my clients’ desires.”

Joe Ruzycki, president and CEO of The usa Group Retirement Approach Centers, “We are fired up to welcome Peter as the ninety fiveth financial advisor to be part of our expanding company. We believe that his wealth of field understanding, merged with our solid aid and LPL’s robust system, will help Peter create a effective independent practice and stand out from the opposition. It has been an complete pleasure getting to know Peter and supporting him with the transition and we glimpse forward to our lengthy-long lasting partnership.”

Scott Posner, LPL govt vice president, Business Improvement, stated, “We lengthen a warm welcome to Peter and congratulate him on launching his new independent practice. Advisors are at the centre of every thing we do, and we continually devote in progressive capabilities to offer them with differentiated aid and resources. We are very pleased to present advisors with wealth administration options and company options created to help established them get in their market and insert value for customers. We congratulate The usa Group on expanding its network of excellent advisors and glimpse forward to supporting Shunyia & Co. Private Wealth Advisors for yrs to come.”

Browse about other companies that recently joined LPL in the LPL Fiscal News and Media portion of LPL.com.

Advisors, obtain an LPL company development representative near you.

About LPL Fiscal
LPL Fiscal (Nasdaq: LPLA) was established on the principle that the firm should really get the job done for the advisor, and not the other way around. Today, LPL is a leader** in the marketplaces we provide, supporting additional than 19,000 financial advisors, 800 institution-based expenditure applications and 450 independent RIA companies nationwide. We are steadfast in our dedication to the advisor-centered model and the belief that Us residents are entitled to access to aim advice from a financial advisor. At LPL, independence implies that advisors have the independence they are entitled to to pick the company model, expert services, and know-how resources that allow them to operate their best practice. And they have the independence to deal with their customer relationships, since they know their customers most effective. Only set, we acquire treatment of our advisors, so they can acquire treatment of their customers.

** Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Independent Broker-Seller in the U.S (Based mostly on whole revenues, Fiscal Setting up magazine June 1996-2020) No. 1 company of third-get together brokerage expert services to banking companies and credit unions (2020-2021 Kehrer Bielan Investigate & Consulting Annual TPM Report) Fortune 500 as of June 2021

*Based mostly on prior company and represents assets that would have been custodied at LPL Fiscal, rather than third-get together custodians. Claimed assets and customer numbers have not been independently and thoroughly verified by LPL Fiscal.

Securities and advisory expert services offered by LPL Fiscal LLC, an SEC- registered broker-seller and expenditure advisor. Member FINRA/ SIPC

During this conversation, the conditions “financial advisors” and “advisors” are made use of to refer to registered reps and/or expenditure advisor reps affiliated with LPL Fiscal LLC. We routinely disclose data that may be crucial to shareholders in the “Investor Relations” or “Press Releases” portion of our web page.

The usa Group Retirement Approach Centers, Shunyia & Co. Private Wealth Advisors and LPL Fiscal are separate entities.

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Media Speak to:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]

 

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