Carmack Capital Management Joi – GuruFocus.com

CHARLOTTE, NC, May 10, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC today announced that financial advisor Peter Carmack, CFA, has joined LPL Financial to launch an independent practice, Carmack Capital Management, LLC. He said he served approximately $510 million in advisory, brokerage and pension assets* and joined LPL from Wells Fargo Advisors.

Based in Lee’s Summit, MO., Carmack has built his decades-long career on developing personalized and comprehensive financial strategies for his clients, which include individuals, families and businesses. Since beginning his journey in the financial services industry in 1993, he has used his clients’ financial goals in conjunction with their current financial situation to structure a systematic approach that supports them in their efforts to achieve their financial aspirations. . Along with longtime client service associate Jaimie Morrison, Carmack aims to provide a differentiated experience for its clients through highly personalized financial advice.

“We’ve always focused on caution, prudence and skill – and I think that’s what makes us different,” Carmack said. “Our clients rely on us to listen to their needs, identify the best options for them and guide them through the current investment environment. We care deeply about providing them with exceptional service and have created this practice with their best interests in mind.

Why they moved to independence
In an effort to launch an independent practice that would help him provide personalized advice and unparalleled service to his clients, Carmack turned to LPL. “The financial landscape is changing rapidly, and in order to accomplish my mission of providing my clients with the highest quality care, I needed a financial partner who could meet their ever-changing needs. We found that with LPL,” Carmack said. “I’ve always wanted to run my own practice and I can’t imagine a better place to do so than with a company that has served as an enabling partner for financial advisors for over 30 years. By joining LPL, I have the opportunity to choose the products and services that best serve my customers, and I believe this decision will improve my ability to serve their accounts.

Scott Posner, LPL’s Executive Vice President, Business Development, said, “Our team welcomes Peter and Jaimie, and we are honored to support the launch of Carmack Capital Management. We are committed to providing our advisors with the innovative technology, integrated platforms and resources needed to help them run their business effectively. We look forward to a lasting relationship with Carmack Capital Management and wish them much success in this new chapter.

Advisors, find an LPL Business Development Representative near you.

About LPL Financial
LPL Financial (LPLA) was founded on the principle that the business should work for the advisor, not the other way around. Today, LPL is a leader in the markets we serve,** supporting more than 20,000 financial advisors, and approximately 800 institutional investment programs and 500 independent RIA firms nationwide. We are unwavering in our commitment to the advisor-centric model and the belief that Americans deserve access to personalized advice from a financial advisor. At LPL, independence means advisors have the freedom they deserve to choose the business model, services and technology resources that allow them to run their practice perfectly. And they have the freedom to manage their relationships with their customers because they know their customers best. Simply put, we take care of our advisors, so they can take care of their clients.

*Approximate value based on asset and holding details provided to LPL as of year 2021

** RIA Custodian (Cerulli Associates, 2020 US RIA Marketplace Report); #1 independent brokerage in the United States (based on total revenue, Financial Planning magazine 1996-2021); #1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliates provide financial services only from the United States.

Securities and advisory services offered by LPL Financial LLC, an SEC-registered broker-dealer and investment adviser. FINRA/SIPC member.

Throughout this communication, the terms “financial advisers” and “advisors” are used to refer to registered representatives and/or representatives of investment advisers affiliated with LPL Financial LLC. We regularly disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

Carmack Capital Management and LPL Financial are separate entities.

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