Business
LPL Financial Welcomes Financial Advisors Scott Hartman And Adam Johnston
The financial advisors, along with account manager Destinee Chupp, join the team at Exemplar Financial Network’s Financial Partners, Inc. CHARLOTTE, N.C.,
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"The financial advisors, along with account manager Destinee Chupp, join the team at Exemplar Financial Network’s Financial Partners, Inc.\nCHARLOTTE, N.C., June 28, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Scott Hartman AIF®, CRC® and Adam Johnston have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $375 million in advisory, brokerage and retirement plan assets*, and join LPL from Cetera Investment Advisors. Based in Elkhart County, Ind., Johnston and Hartman have been in the industry since 2004 and 2008, respectively, and have worked together for about 13 years. They are joined by licensed account manager Destinee Chupp. They take a proactive, team approach to providing comprehensive financial planning and personalized investment strategies to help clients maneuver through the complex world of financial-services. “Our entire focus is to help take care of our clients and their families, and we do that by getting to know each person on a deeper level,” Hartman said. “We understand that no one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up.” Looking to enhance their offerings and spend more time with clients, they chose to move to LPL Financial and join the team at Financial Partners, Inc., an existing firm that’s part of Exemplar Financial Network. “We had been in a bank setting, but we needed more independence and control as we take steps to expand relationships and enhance our offerings,” Johnston said. “We’ve known Cory at Financial Partners for a while, and have been impressed with the direction of his company. As we got to know more about Exemplar and LPL, we realized they were the ideal partners to help us elevate the client service experience. We now have a family-type office with local resources, backed by LPL’s innovative technology and better investment options. It’s a win-win for our business and our clients.” “We at Financial Partners, Inc., are extremely happy that Scott, Adam, and Destinee have chosen to affiliate with our firm,” said Financial Partners President Cory E. Marlow. “With the addition of their team, we believe we are now one of the area’s most comprehensive and robust financial planning and wealth management organizations. In addi...