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LPL Financial Welcomes Five-Advisor Team to Its Institution Services Platform

LPL Financial Holdings, Inc.
LPL Financial Holdings, Inc.

CHARLOTTE, N.C., May 15, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Indya Kellman, Tim Mol, CFP®, and Pier Mutovic have joined LPL’s Institution Services platform, aligning with Affinity Federal Credit Union’s wealth management program. The advisors reported having served approximately $365 million in brokerage, advisory and retirement plan assets*. They join from Raymond James. The three principal advisors are joined by financial advisors Kim Trimmer and Mike Tormey, CFP®.

With headquarters in New Jersey, New York and Connecticut, Affinity Federal Credit Union was founded in 1935 and has since expanded to 17 locations serving more than 200,000 members. Affinity Investment Services joined LPL’s Institution Services platform in 2018 to help streamline operations, increase productivity and grow its investment services program.

“We are proud to welcome Indya, Tim, Mike, Kim and Pier to Affinity Investment Services,” said Affinity Federal Credit Union Senior Vice President and Head of Member Engagement Seun Aiyese. “Each advisor brings tremendous talent to enhance our existing Investment Services program and positions Affinity Investment Services as an innovative leader in the wealth management space. They will enhance our purpose of empowering our members to discover financial freedom as our members are at the heart of everything we do. And together, they offer a wealth of knowledge that will help us deliver valued advisement and foster financial well-being to our members and the communities we serve by striving to make their unique dreams a reality.”

ANNUNCIO PUBBLICITARIO

The five-person team moved to Affinity Investment Services from Lakeland Bancorp, Inc., following its acquisition by Provident Financial Services, Inc. Although they enjoyed their tenure at Lakeland, the team saw the merger as an opportunity to reevaluate their professional and client relationship goals, said Mutovic. “We wanted to provide deeper support for our clients and were looking for an institution to help us achieve that goal,” he said. “Affinity Investment Services’ company culture and its relationship with LPL make our work smoother, more streamlined and easier to find solutions for clients.”

Mol agreed. “We had other options, but we chose to go to Affinity Investment Services and LPL,” he said. “LPL is a leading wealth management firm and Fortune 500 company — we believe it's a place where we can stay and grow our business.”

Kellman, who had worked with LPL previously, said she was optimistic that the LPL platform would offer the best client experience for each advisor. “We are a diverse team, and we use our unique backgrounds and experiences to better connect with more clients and in different ways,” she said. “The tech we use has to support that. LPL’s vast product scope plus Affinity’s passion for member service means we’re not limited in what we can offer clients.”

“We value our partnership with Affinity Federal Credit Union and enjoy supporting their wealth management program. Indya, Tim, Mike, Kim, and Pier are great additions to their team and we look forward to partnering with them and enhancing their ability to serve a marketplace with an increasing demand for personalized financial advice,” said Ken Hullings, executive vice president, Enterprise Business Development, LPL Financial. “Just as Affinity is committed to improving the financial well-being of their members, LPL is committed to providing their wealth management program with the best technology, digital capabilities, and planning resources, to differentiate their offering, and continue to grow.”

Related
Financial institutions, find an LPL business development representative near you.

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.

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

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor. Member FINRA/SIPC.

Insurance products are offered through LPL or its licensed affiliates. Affinity Federal Credit Union and Affinity Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Affinity Federal Credit Union, and may also be employees of Affinity. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Affinity Federal Credit Union or Affinity Investment Services. Securities and insurance offered through LPL or its affiliates are:

  • Not Insured by NCUA or Any Other Government Agency

  • Not Credit Union Guaranteed

  • Not Credit Union Deposits or Obligations

  • May Lose Value

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 LLC.

We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

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Media Contact:
Media.relations@LPLFinancial.com
(706) 254-4100

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