Are you in search of a trusted advisor who can skillfully manage your wealth, plan your legacy, and provide financial advice? If that is the case, then you need to look no further than a 3 point legacy advisor. These advisors are equipped with the expertise and knowledge needed to assist clients in achieving their financial objectives while preserving their legacy. In this blog post, we will delve into who these advisors are, as well as the services they offer. For added insight, we will also touch on some of the major players in the industry such as the legacy group UBS and 3 point wealth advisors. Lastly, we will answer the question on many people’s minds – how many advisors does LPL have? So, stay tuned for an informative and intriguing read!
What Are 3 Point Legacy Advisors
Are you struggling to plan for the future of your estate after you’re gone? Look no further than 3 Point Legacy Advisors- the superheroes of estate planning.
3 Point Legacy Advisors are experts in cutting through the confusion of wills and trusts. They can help you create a plan to distribute your assets in the most efficient way possible while minimizing taxes and fees. Think of them as the Rocket Racoon to your Star Lord- capable, efficient, and always ready to help save the day.
The Three-Point Approach
So, what exactly sets 3 Point Legacy Advisors apart from your average estate planner? It all comes down to their three-point approach.
Point 1: Estate planning
The first step in creating a comprehensive estate plan is assessing your current situation. 3 Point Legacy Advisors take a deep dive into your assets, liabilities, and overall financial situation to create a solid plan for the future.
Point 2: Tax Planning
Nobody likes paying taxes, especially after they’re gone. 3 Point Legacy Advisors specialize in minimizing your estate taxes, allowing you to pass on as much of your assets as possible to your loved ones.
Point 3: Asset protection
Finally, 3 Point Legacy Advisors make sure that your assets are protected from creditors, litigations, and other potential threats. They’ll help you create trusts and other protection plans to make sure that what you leave behind goes where you intended it to.
In short, choosing 3 Point Legacy Advisors means making sure that your legacy lives on, exactly as you intended. Whether it’s creating a will, minimizing taxes, or protecting your assets, these superheroes of estate planning have got you covered. So why wait? Give them a call and start planning for the future today!
3 Point Wealth Advisors
When it comes to managing your wealth, nobody wants to make mistakes. That’s why having professional guidance from a 3 point wealth advisor can be a game-changer. But who are these magical beings, and what do they do?
What exactly is a 3 Point Wealth Advisor
Simply put, a 3 point wealth advisor is a financial expert who helps clients manage their money. Unlike a traditional, one-size-fits-all financial advisor, a 3 point advisor takes a holistic approach to financial planning. They help clients set financial goals, create a tailored plan to achieve those goals, and adjust the plan as necessary over time.
Why should you consider hiring a 3 Point Wealth Advisor
If the idea of managing your own wealth makes you break out in a cold sweat, a 3 point wealth advisor might be the solution for you. They can help you make the most of your money, avoid costly mistakes, and plan for the future. Plus, having a trusted expert to turn to can be an enormous relief for those who find financial planning overwhelming.
How can a 3 Point Wealth Advisor help you
A 3 point wealth advisor can offer a whole host of services, depending on your individual needs. They can help you with fundamental tasks like budgeting and creating a financial plan, to more advanced investment and retirement planning. They can also offer advice on tax strategies and insurance needs, among many other things.
At the end of the day, a 3 point wealth advisor can be an invaluable resource when it comes to managing your money. With their expertise and guidance, you can make smart financial decisions and feel confident in your financial future. So why not give it a try and see how a 3 point advisor can help you achieve your goals?
How Many Advisors Does LPL Have
If you’re wondering just how massive LPL Financial is, then you’re not alone. One way to gauge the size of an organization is by the number of advisers it has, and LPL Financial has thousands of them. Here’s a breakdown of LPL’s current adviser count:
Total Advisers at LPL
According to recent reports, LPL Financial currently has over 17,000 financial advisers across the United States. Yes, you read that right—seventeen thousand! This staggering number shows just how extensive LPL’s reach is in the financial advisory industry.
New Advisers at LPL
In 2020, LPL Financial welcomed 791 new advisers to the company. That’s an average of around 66 new advisers every month! Just imagine the sheer number of emails, phone calls, and paperwork involved in onboarding that many new advisers.
Women Advisers at LPL
In 2019, LPL Financial was recognized by InvestmentNews as a top firm for female financial advisers. Of LPL’s 16,464 advisers at the time, 25% were women. While the industry still has a long way to go in terms of gender diversity, it’s encouraging to see that LPL is actively working to promote equality.
Dual-Registrants at LPL
Did you know that some advisers are registered with both a broker-dealer and an investment adviser? These individuals are known as “dual-registrants,” and LPL Financial has a substantial number of them. In fact, as of 2020, over 6,100 of LPL’s advisers were registered as both a broker and an investment adviser.
So there you have it—LPL Financial has over 17,000 financial advisers, welcomes an average of 66 new advisers every month, has a quarter of its adviser population comprised of women, and boasts over 6,100 dual-registrants. It’s clear that LPL Financial is a powerhouse in the financial advisory industry.
