Thursday, December 8 2022

CHARLOTTE, NC, June 22, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC today announced that Ivan Illán has joined LPL Financial as a hybrid RIA with the launch of Align Wealth Advisors Investment Management (AWAIM®), an SEC registered investment adviser and a wholly owned business unit of Aligne Wealth Preservation & Insurance Services, LLC. He said he has served approximately $300 million in consulting, brokerage and pension plan assets* and joined MML Investors Services, LLC.

Illán was first inspired to pursue economics by his grandfather, who served as Cuba’s Undersecretary of the Treasury. From an early age, he learned that how you allocate capital has serious implications for what comes next. Today, Illán is an experienced investment manager and leading financial author whose book, Success as a Financial Advisor For Dummies, spent several weeks at number one on Amazon when it was released in December 2018.

Based in Century City, Calif., Illán and his team provide investment and financial planning services specifically designed to support retired business owners and business executives. “Our firm has championed advisor accountability from day one, and we attribute our success to the long-term relationships we’ve built through open and honest conversations,” Illán said.

Why AWAIM chose LPL Financial

Since 2012, AWAIM has served the investment needs of retail clients and financial advisors with a focus on Southern California, Florida and New York. In an effort to find a partner that would improve communication and customer support, the team turned to LPL Financial.

“LPL’s Hybrid RIA business model allows us to communicate in a substantial way with our clients, which is all the more important given the changing dynamics of capital markets in recent years,” said Illán. “We now have the ability to provide our clients with ongoing education on our economic outlook and its impact on their portfolios while enabling routine client self-service activities through LPL’s online platforms. I’m also thrilled to have a partner that allows us to grow our business inorganically, attracting new relationships with financial advisors, on a broader basis. »

Scott Posner, LPL’s Executive Vice President, Business Development, said, “We are delighted to welcome Ivan and Aligne Wealth Advisors Investment Management to the LPL community. I am impressed with the team’s passion for delivering a differentiated customer experience and their ability to go the extra mile to maintain an open line of communication with their customers. As their partner, we remain committed to providing both their advisors and their staff with the innovative technology, integrated platforms and resources that will enable them to run their practice seamlessly. We look forward to a lasting relationship with them for many years to come.

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About LPL Financial
LPL Financial (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 more than 20,000 financial advisors, approximately 800 institutional investment programs and approximately 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.

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

**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.

Securities and advisory services offered by LPL Financial LLC, an SEC-registered broker-dealer and investment adviser. FINRA/SIPC member.

Investment advisory services offered by Aligne Wealth Advisors Investment Management (AWAIM®), an SEC-registered investment adviser.

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.

Aligne Wealth Preservation & Insurance Services, LLC DBA Aligne Wealth Advisors Investment Management (AWAIM®) and LPL Financial are separate entities.

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Media Contact:
Linda Morgan
(805) 640-5391
[email protected]

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