Vero Wealth Management Joins Linsco by LPL Financial
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Benjamin Link and Steve Sexton have joined Linsco by LPL Financial.
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Benjamin Link and Steve Sexton have joined LPL’s employee advisor model, Linsco by LPL Financial. The team reported they have served approximately $380 million in advisory, brokerage and retirement assets, and join LPL from Truist Investment Services.
They are the 25th team to join the LPL’s Linsco platform, which LPL says, “serves financial advisors seeking independence, including owning their client relationships and having the flexibility to run their practice, their way.” However, business operations such as real estate, health and wellness benefits, compliance and human resources are handled by a Linsco support team.
With the move to LPL, Sexton and Link launched Vero Wealth Management, becoming Linsco’s second office in Greensboro, North Carolina.
The advisors teamed up six years ago. Link has spent 19 years as a financial advisor focused on planning and investment management. Sexton began his career in life insurance more than 20 years ago before earning his securities license and CFP.
“We are planners first,” Sexton said. “We take time to really get to know the client, both financially and personally, before anything else. Client’s value this, along with our advice.”
The team offers fee-based services that provide process-oriented, holistic financial planning and services for a client base of individuals, families and small business owners, mostly at or near retirement age looking for a “work-optional lifestyle.”
“LPL is focused on supporting advisors and helping them be successful. We appreciate all of the vast resources that we now have available to help us serve clients better,” Link said. “We will be optimizing our practice with efficient technology, all synchronized, so it works beautifully together. We look forward to growing the business, offering more services and staying ahead of our clients’ needs.”
LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.
