Press release
LPL Financial Welcomes The Noble Group
SAN DIEGO, Oct. 03, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that the advisors at The Noble Group have joined LPL Financial’s
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO, Oct. 03, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that the advisors at The Noble Group have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $2.1 billion in advisory, brokerage and retirement plan assets* and join LPL from Raymond James. Founded in 1996 by Tom Noble, AIF®, The Noble Group is a holistic wealth management firm that offers a range of financial services including corporate retirement plan consulting, financial planning, investment advice and portfolio management. With a team-oriented business model, the firm serves many high-net-worth families, retirees and business owners. Based in Sugar Land, Texas, and with a registered office in Dallas, the team is comprised of nine advisors and 13 support staff members. Noble plans to step away from day-to-day operations, leaving leadership responsibilities to the next generation of advisors. Joey Rose, AIF®, who joined the firm in 2011, now serves as president and CEO. “Whether partnering with clients to develop an effective, efficient and comprehensive financial plan for their families or managing corporate retirement plans, our team is committed to being there to guide clients through the journey — from education to realization,” Rose said. The Noble Group’s transition to LPL underscores the company’s dedication to delivering exceptional client service and providing advisors with the tools and resources for success. With LPL’s robust digital capabilities, integrated platform and comprehensive support services, The Noble Group is strategically positioned for continued growth and prosperity. “We believe LPL offers us the next level of independence, allowing us to select the financial planning software and resources that are most suitable for our clients,” Rose said. “Today’s clients want and need financial planning, and that’s where advisors can add more value to relationships. We appreciate that LPL provides a blank canvas and the autonomy to create the service model of our choice.” The move to LPL also sets the team up for increased recruiting opportunities to grow the next generation of advisors, providing them with the support and resources needed to succeed in this ever-changing industry. “The culture we’ve created at The Noble Group is phenomenal. It’s truly a place where you can co...