“We’re delighted to welcome JLM Financial and
With a focus on creating dependable income streams, JLM provides retirement and estate planning and related investment and wealth management solutions to retirees and pre-retirees. Led by
“I’m very pleased to have made the transition back to SII,” said LaMalfa. “One of SII’s key strengths is the personal bonds cultivated there, as well as the exceptional responsiveness, stability and continuity of their organization. I’m also excited about the outstanding technological capabilities that NPH has implemented across their network, which will assist us in managing our day-to-day operations.”
Capital Investment Advisers is a financial planning and investment management firm that specializes in retirement planning. With more than
“Returning to SII will significantly improve our efficiency and provide greater freedom and flexibility to focus on our clients, knowing our practice management needs are met,” said Fersch. “In addition to the ease of doing business with SII, and the support of their technological improvements that include Advisor Dashboard and WealthONE investment solutions platform, we appreciate their expert staff, strong product due diligence and sharp focus on compliance in such a complex regulatory environment.”
“We’re excited that
For more information about the four independent broker-dealers in the NPH network, please visit: nationalplanningholdings.com.
This press release may contain certain statements that constitute “forward-looking statements.” Forward-looking statements include statements concerning plans, objectives, goals, strategies, future events or performance, and underlying assumptions and other statements which are other than statements of historical facts. However, as with any projection or forecast, forward-looking statements are inherently susceptible to a number of risks and uncertainties and actual results and events could differ materially from those currently being anticipated as reflected in such forward-looking statements. There can be no assurance that management’s expectations, beliefs or projections will result or be achieved or accomplished. Any forward-looking statements reflect NPH’s views and assumptions as of the date of this press release and NPH disclaims any obligation to update forward-looking information.
Securities and advisory services offered through
1 Southwood, D. and Zhu,