LPL Financial Welcomes Worley Monroe Advisors
LPL Financial (NASDAQ:LPLA) announced that advisors Benjamin Worley and Robert Monroe have established Worley Monroe Advisors and joined LPL's broker-dealer and RIA platform. The team, transitioning from Edward Jones, brings approximately $400 million in advisory, brokerage and retirement plan assets under management.
Based in Dexter, Missouri, the team brings 36 years of combined experience serving pre-retirees and retirees across multiple states. The advisors chose LPL after an extensive due diligence process, citing improved technology, autonomy, and flexibility as key factors in their decision.
LPL Financial currently supports over 29,000 financial advisors and approximately 1,100 financial institutions, with $1.9 trillion in brokerage and advisory assets under custody serving approximately 7 million Americans.
LPL Financial (NASDQ:LPLA) ha annunciato che i consulenti Benjamin Worley e Robert Monroe hanno fondato Worley Monroe Advisors e si sono uniti alla piattaforma di broker-dealer e RIA di LPL. Il team, in transizione da Edward Jones, gestisce circa $400 milioni in asset di consulenza, brokeraggio e piani pensionistici.
Basato a Dexter, Missouri, il team ha 36 anni di esperienza complessiva nel servire pre-retirees e retiree in diversi Stati. I consulenti hanno scelto LPL dopo un lungo processo di due diligence, citando la tecnologia migliorata, l’autonomia e la flessibilità come fattori chiave della decisione.
LPL Financial attualmente supporta oltre 29.000 consulenti finanziari e circa 1.100 istituzioni finanziarie, con $1.9 trillion di asset di brokeraggio e advisory in custodia che servono circa 7 milioni di americani.
LPL Financial (NASDAQ:LPLA) anunció que los asesores Benjamin Worley y Robert Monroe han establecido Worley Monroe Advisors y se unieron a la plataforma de broker-dealer y RIA de LPL. El equipo, que proviene de Edward Jones, aporta aproximadamente $400 millones en activos de asesoría, corretaje y planes de jubilación.
Con sede en Dexter, Missouri, el equipo aporta 36 años de experiencia combinada al servicio de prejubilados y jubilados en varios estados. Los asesores eligieron LPL tras un extenso proceso de due diligence, citando como factores clave la tecnología mejorada, la autonomía y la flexibilidad.
Actualmente LPL Financial soporta más de 29,000 asesores financieros y aproximadamente 1,100 instituciones financieras, con $1.9 trillones en activos de corretaje y asesoría bajo custodia que atienden a unos 7 millones de estadounidenses.
LPL Financial (NASDAQ:LPLA)는 고문 벤저민 워리 및 로버트 먼로가 Worley Monroe Advisors를 설립하고 LPL의 중개-딜러 및 RIA 플랫폼에 합류했다고 발표했습니다. Edward Jones에서 이직한 이 팀은 약 $400 million의 자문, 중개 및 은퇴계획 자산을 관리합니다.
미주리주 덱스터에 본사를 둔 이 팀은 36년의 누적 경력으로 여러 주에 걸쳐 예비 은퇴자와 은퇴자를 지원합니다. 이들은 광범위한 실사 과정을 거친 끝에 기술 향상, 자율성, 유연성을 주요 결정 요인으로 들며 LPL을 선택했습니다.
LPL Financial은 현재 29,000명 이상의 재무 자문가와 약 1,100개 금융기관을 지원하며, $1.9조 달러의 중개 및 자문 자산을 관리하고 약 700만 명의 미국인을 обслуж합니다.
LPL Financial (NASDAQ:LPLA) a annoncé que les conseillers Benjamin Worley et Robert Monroe ont créé Worley Monroe Advisors et ont rejoint la plateforme de broker-dealer et RIA de LPL. L’équipe, issue d’Edward Jones, gère environ $400 millions d’actifs de conseil, de courtage et de régimes de retraite.
Basée à Dexter, Missouri, l’équipe apporte 36 années d’expérience combinée au service des pré-retraités et retraités dans plusieurs états. Les conseillers ont choisi LPL après un vaste processus de due diligence, citant une technologie améliorée, l’autonomie et la flexibilité comme facteurs clés de leur décision.
LPL Financial soutient actuellement plus de 29 000 conseillers financiers et environ 1 100 institutions financières, avec $1.9 trillion de actifs de courtage et de conseil en garde, desservant près de 7 millions d’Américains.
LPL Financial (NASDAQ:LPLA) gab bekannt, dass die Berater Benjamin Worley und Robert Monroe Worley Monroe Advisors gegründet und der Broker-Dealer- und RIA-Plattform von LPL beigetreten sind. Das Team, das von Edward Jones wechselt, verfügt über ca. $400 Millionen an Vermögenswerten aus Beratung, Brokerage und Pensionsplänen.
Mit Sitz in Dexter, Missouri, bringt das Team 36 Jahre kombinierte Erfahrung in der Betreuung von Vor-Ruhestands- und Ruhestandskunden in mehreren Staaten mit. Die Berater wählten LPL nach einem umfangreichen Due-Diligence-Prozess und nannten verbesserte Technologie, Autonomie und Flexibilität als Schlüsselfaktoren ihrer Entscheidung.
LPL Financial unterstützt derzeit über 29.000 Berater und ca. 1.100 Finanzinstitute und verwaltet $1.9 Billionen an Brokerage- und Advisory-Assets, die rund 7 Millionen Amerikaner bedienen.
LPL Financial (NASDAQ:LPLA) أعلنت أن المستشارين Benjamin Worley و Robert Monroe أسسا Worley Monroe Advisors وانضما إلى منصة الوساطة والـRIA لدى LPL. الفريق، المنقول من Edward Jones، يدير حوالي $400 مليون من أصول الاستشارات والوساطة وخطط التقاعد.
ويقع مقر الفريق في Dexter، Missouri، ويمتلك 36 عامًا من الخبرة المشتركة في خدمة ما قبل التقاعد والمتقاعدين عبر عدة ولايات. اختار المستشارون LPL بعد عملية تدقيق دقيقة، وذكروا أن التكنولوجيا المحسّنة والاستقلالية والمرونة هي عوامل رئيسية في قرارهم.
تدعم LPL Financial حاليًا أكثر من 29,000 مستشار مالي ونحو 1,100 مؤسسة مالية، مع أصول وساطة واستشارات تحت الحفظ تبلغ $1.9 تريليون دولار تخدم نحو 7 ملايين أمريكي.
LPL Financial (NASDAQ:LPLA)宣布顾问Benjamin Worley和Robert Monroe成立Worley Monroe Advisors并加入LPL的经纪自营商（broker-dealer）与RIA平台。该团队正从Edward Jones转入，管理的资产大约为$400 million，包括咨询、经纪和退休计划资产。
该团队总部设在密苏里州 Dexter，拥有36年合计经验，在多个州为准退休人员及退休人员提供服务。这对顾问在经过广泛尽职调查后选择了LPL，并将技术改进、自治性和灵活性列为决策的关键因素。
目前，LPL Financial支持超过29,000名金融顾问和大约1,100家金融机构，托管资产总额为$1.9万亿美元，服务约700万美国人。
- Addition of $400 million in managed assets to LPL's platform
- Expansion of LPL's advisor network with experienced team serving multiple states
- Demonstrates LPL's continued success in recruiting advisors from competitors
- None.
SAN DIEGO, Sept. 18, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that advisors, Benjamin Worley, AAMS®, and Robert Monroe, CFP®, have come together to form Worley Monroe Advisors and join LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately
Based in southeast Missouri in the town of Dexter, the team has 36 years of experience. Worley's interest in finance was sparked at a young age when he began investing in the stock market. He continued to invest throughout his teenage years before pursuing the career professionally. Monroe has always enjoyed working with people and served as a worship pastor for 16 years before joining the financial services sector. Worley and Monroe’s clients consist of pre-retirees and retirees in Missouri and several other states.
“Our approach to clients begins with gaining a deep and personal understanding of their current situation and future goals,” said Worley. “I like to think of us as the ‘puzzle people.’ We take the various pieces of information provided by our clients about their financial situation and goals. We then help them configure these pieces in a way that helps them envision their financial future and pursue their objectives.”
Why Worley Monroe Advisors Chose LPL
Looking for improved technology, autonomy and flexibility, Worley and Monroe embarked on an extensive due diligence process that led them to LPL.
“We chose LPL after conducting a thorough due diligence process with other firms. We were looking for a firm that would best fit our clients’ investment needs and help to up-level our client service, while also providing the necessary support for us professionally as advisors to grow and serve effectively,” said Monroe. “LPL gives us the flexibility to truly focus on our clients’ needs. We can now offer quality products while maintaining our own brand and client relationships.”
Scott Posner, Managing Director, Business Development, said, “LPL extends a warm welcome to the team and congratulates them on the launch of Worley Monroe Advisors. We are proud to support their vision by providing elevated services and integrated technology to help them remain competitive in the evolving wealth management landscape. We look forward to supporting Ben and Robert for years to come.”
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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC. Worley Monroe Advisors and LPL Financial are separate entities.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
*Value approximated based on asset and holding details provided to LPL from end of year, 2024.
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