LPL Financial Expands with the Addition of Argosy Financial

Welcome to Argosy Financial Joining LPL

LPL Financial LLC is excited to announce a significant addition to its community. Financial advisor James P. Norris, MBA, APMA, has joined LPL along with his team from Argosy Financial. With a solid portfolio comprising approximately $250 million in advisory, brokerage, and retirement plan assets, Norris brings over two decades of experience in the financial services industry. Before this transition, he was with Centaurus Financial.

Striving for Personal Connection

Located in Glendale, Arizona, Norris and his team focus on investment management, client portfolio construction, and retirement planning. Rather than relying on generic solutions, they highlight the importance of crafting personalized strategies tailored to each client's unique financial journey. This individualized approach is what sets Argosy Financial apart.

Core Values at Argosy Financial

The foundation of Argosy's operations rests on three guiding principles: honesty, integrity, and trust. Norris emphasizes that these values are essential for providing effective financial advice. He believes that honesty is vital in advising clients, integrity is crucial for prioritizing their needs, and trust is the cornerstone for building lasting relationships.

Return to Roots with LPL Financial

Having previously been an LPL advisor, Norris departed to take on a successor role during his tenure with two retiring advisors. As his business grew, he recognized the benefits of reuniting with LPL Financial. He values the organization's comprehensive technology and resources that allow him to better serve his clients.

Excitement for the Future

Norris expressed enthusiasm about rejoining LPL Financial, stating that it feels like coming home. He appreciates the robust technology and resources that empower his team to offer enhanced services to their clients. With greater flexibility and customizable options within the digital platform, Argosy Financial anticipates significant time savings that can be redirected into focusing on client needs.

A Warm Reception from LPL Execs

Scott Posner, LPL Executive Vice President of Business Development, extended a warm welcome to Norris and his team. He expressed his excitement about having Norris return to the LPL community. Posner remarked on the rapidly evolving nature of the industry and highlighted LPL's commitment to delivering innovative capabilities and strategic resources tailored to help advisors excel.

About LPL Financial

LPL Financial Holdings Inc. (NASDAQ: LPLA) stands as one of the nation's fastest-growing wealth management firms. With a strong presence in the financial advisor-mediated marketplace, LPL supports an impressive network of over 28,000 financial advisors and manages approximately $1.6 trillion in brokerage and advisory assets, catering to the needs of 8 million American clients. Through a variety of advisor affiliations, investment solutions, fintech tools, and practice management services, LPL empowers advisors and institutions to choose the business model and technological tools that best fit their needs.

Focused on Client-Centric Solutions

LPL's dedication to innovation ensures that advisors can run thriving practices that provide added value to clients. By focusing on evolving client expectations and adapting to market changes, LPL Financial continues to fortify its position in the industry.

Frequently Asked Questions

What services does Argosy Financial provide?

Argosy Financial specializes in investment management, client portfolio construction, and retirement planning, focusing on personalized strategies for clients.

Who is James P. Norris?

James P. Norris is a financial advisor with over 20 years of experience in the financial services industry, and he leads Argosy Financial at LPL.

What are the core values of Argosy Financial?

Argosy Financial operates on the principles of honesty, integrity, and trust, which guide their advisory practices.

What is LPL Financial's reputation in the industry?

LPL Financial is recognized as one of the fastest-growing wealth management firms in the U.S., supporting a vast network of financial advisors and institutions.

How does LPL Financial support its advisors?

LPL provides innovative technology, strategic resources, and various affiliation models that allow advisors to operate flexible and successful practices.

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