Financial advisor Mark Ross joins Linsco by LPL Financial

CHARLOTTE, North Carolina, Feb. 12, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq: LPLA) today announced that financial advisor John “Mark” Ross has joined LPL, affiliating with Linsco by LPL, the employee advisor model of business. He said he served approximately $100 million in advisory, brokerage and pension plan assets* and joined LPL from Wells Fargo Advisors.

For more than two decades, Ross has helped clients build, manage, preserve and pass on their wealth to future generations, taking a hands-on approach to help them define their goals and work towards their long-term goals. Based in Bozeman, Montana, Ross primarily serves business owners and ranchers in multiple states, with a number of clients nearing retirement age.

Ross began his career in the forest products industry holding several key financial management positions before moving into financial services. He is now thrilled to launch his new independent client-focused practice, Two Pines Wealth Advisors from LPL Financial. The name pays homage to the many timber pine forests of his home state, Arkansas, and the ponderosa pines that have become the symbol of Montana.

More flexibility with Linsco by LPL
“During the first year of the Covid pandemic, I mainly worked from home while managing to have a very productive year and giving my clients the personal service they deserve. I recognized that I could have more flexibility in the way I work, as well as more control over my business, by joining LPL,” he said, noting that Linsco’s employee model gives him an enhanced level of support without the requirements of the “With Linsco, I have access to LPL’s innovative advisory platform, but I don’t fly solo. I rely on Linsco’s support team for things like compliance and administration. so I can focus solely on my clients and grow my practice.

Linsco Advisors have branded autonomy and the ability to make decisions about how best to run their practice. With access to LPL’s integrated wealth management platform and innovative resources, advisors are equipped with the tools they need to create differentiated experiences for clients. In addition to this, Linsco advisors receive comprehensive turnkey support that includes a dedicated marketing consultant, administrative professional services and an experienced branch management team to help support their goals and strategy. Ross added: “Ultimately, this decision was made in the best interests of my clients. I am confident that LPL will provide the products and services I need to meet the growing needs of my customers.

Outside of work, Ross is an active member of his local community. He was a leader of Boy Scouts and an advocate for CASA, and has volunteered for Habitat for Humanity as well as many other organizations.

Scott Posner, LPL’s Executive Vice President, Business Development, said, “We welcome Mark and congratulate him on taking control of his business with the launch of Two Pines Wealth Advisors at LPL. As more advisors seek flexibility in how they build their perfect practice, we are firmly committed to meeting them where they are in the evolution of their practice by offering a number of membership to better meet their needs. We will continue to leverage our scale to deliver innovative capabilities and wealth management resources designed to create value and help advisors thrive.

Learn more about Two Pines Wealth Advisors of LPL | tpwa.lpl.com

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Inside the Linsco by LPL Financial model

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About LPL Financial:
LPL Financial (Nasdaq: LPLA) was founded on the principle that the business should work for the advisor, not the other way around. Today, LPL is a leader in the markets we serve,** supporting nearly 20,000 financial advisors, and approximately 800 institutional investment programs and 500 independent RIA firms nationwide. We are unwavering in our commitment to the advisor-centric model and the belief that Americans deserve access to personalized advice from a financial advisor. At LPL, independence means advisors have the freedom they deserve to choose the business model, services and technology resources that allow them to run their practice perfectly. And they have the freedom to manage their relationships with their customers because they know their customers best. Simply put, we take care of our advisors, so they can take care of their clients.

** Best RIA Custodian (Cerulli Associates, 2020 US RIA Marketplace Report); #1 independent brokerage in the United States (based on total revenue, Financial Planning magazine 1996-2021); #1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliates provide financial services only from the United States.

*Approximate value based on assets and holding details provided to LPL as of year 2021

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Throughout this communication, the terms “financial advisers” and “advisors” are used to refer to registered representatives and/or representatives of investment advisers affiliated with LPL Financial LLC. We regularly disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

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