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LPL Financial - Ascent Club Recognition 2024


AKERSBURG, VA — February 16, 2024 – Tad Wilson and Marc DeCicco financial advisors at North Bend Wealth Management in Parkersburg, WV today announced that their achievements have been recognized with inclusion in LPL Financial’s Ascent Club* for 2024. This distinction celebrates a select group of advisors on ambitious growth trajectories, who have achieved excellence in financial guidance. As America’s investing public looks ahead to continued macroeconomic uncertainty and market volatility, it is critical they have an experienced financial partner by their side to help them manage, preserve, and deploy their wealth.

“On behalf of the entire team at LPL, I am thrilled to congratulate Tad and Marc on their outstanding achievements in 2023,” said Julian Lopez, LPL’s Executive Vice President of Independent Advisor Services Relationship Management. “By utilizing our proprietary technology and suite of customized services, North Bend Wealth Management has taken their business to the next level, allowing them to dedicate more time to building meaningful client relationships with families in Parkersburg, VA and the Mid-Ohio Valley. Through their guidance, they have been instrumental in helping these families turn their aspirations into financial realities.”

Wilson and DeCicco has been affiliated with LPL Financial, a leading wealth management firm, for over 3 years. Through LPL, financial advisors are empowered to focus on their unique skills in building client relationships and delivering personalized financial advice, while leaning on LPL to provide the services, support and tools to help increase operational efficiency and power business growth. 

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About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and enterprises, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 22,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 570 registered investment advisor (RIA) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

 At LPL, independence means that advisors and enterprise leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors and enterprises, so they can take care of their clients.

 Securities and Advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States.

 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.

 *Achievement is based on annual production among LPL-affiliated investment programs only.

LPL Financial - Freedom Club Recognition 2023

ARKERSBURG, WV — January 3, 2023 – Marc DeCicco and Tad Wilson, independent LPL Financial advisors and Managing Partners at North Bend Wealth Management in Parkersburg, WV, today announced their inclusion in LPL’s Freedom Club. With more than 21,000 LPL-affiliated advisors nationwide, LPL awards this distinction to select advisors based upon their business success*.

“On behalf of LPL, I’m thrilled to congratulate Marc and Tad,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “It is an honor to support Marc and Tad with the technological infrastructure, integrated products and differentiated services that help advisors run a thriving practice. We wish Marc, Tad, and their entire team even greater success as they continue to help their clients work towards their financial goals in the years ahead.”

North Bend Wealth Management serves clients based in Parkersburg, WV and the Mid-Ohio Valley region and provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.

DeCicco and Wilson are affiliated with LPL Financial, a leading wealth management firm. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.

 

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About LPL Financial:

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve**, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 institution-based investment programs and at approximately 500 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*Achievement is based on top <15 / 23>% of annual production among LPL Advisors only.

**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report). No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine 1996-2022). Among third-party providers of brokerage services to banks and credit unions, No. 1 in AUM Growth from Financial Institutions; No. 1 in Market Share of AUM from Financial Institutions; No. 1 in Market Share of Revenue from Financial Institutions; No. 1 on Financial Institution Market Share; No. 1 on Share of Advisors. (2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report). Fortune 500 as of June 2021.

LPL and its affiliated companies provide financial services only from the United States.

Throughout this communication, the terms “financial advisors” and “advisors” include registered representatives and/or investment adviser representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment adviser.