LPL Financial announced that the advisors at The Noble Group have joined LPL Financial’s broker-dealer, RIA, and custodial platforms. They reported having served about $2.1 billion in advisory, brokerage, and retirement plan assets and joined LPL from Raymond James.
Launched in 1996 by Tom Noble, AIF, The Noble Group is a holistic wealth management firm offering a range of financial services including corporate retirement plan consulting, financial planning, investment advice and portfolio management. And with a team-oriented business model, the firm serves many high-net-worth families, retirees and business owners.
Based in Sugar Land, Texas, and with a registered office in Dallas, the team is comprised of 9 advisors and 13 support staff members. Noble plans on stepping away from day-to-day operations, leaving leadership responsibilities to the next generation of advisors. Joey Rose, AIF, who joined the firm in 2011, now serves as president and CEO.
The Noble Group’s transition to LPL validates the company’s dedication to delivering exceptional client service and providing advisors with the tools and resources for success. Through LPL’s robust digital capabilities, integrated platform and comprehensive support services, The Noble Group is strategically positioned for continued growth and prosperity.
The move to LPL sets the team up for increased recruiting opportunities to grow the next generation of advisors, providing them with the support and resources needed.
KEY QUOTES:
“Whether partnering with clients to develop an effective, efficient and comprehensive financial plan for their families or managing corporate retirement plans, our team is committed to being there to guide clients through the journey — from education to realization.”
“We believe LPL offers us the next level of independence, allowing us to select the financial planning software and resources that are most suitable for our clients. Today’s clients want and need financial planning, and that’s where advisors can add more value to relationships. We appreciate that LPL provides a blank canvas and the autonomy to create the service model of our choice.”
“The culture we’ve created at The Noble Group is phenomenal. It’s truly a place where you can come enjoy your career and grow within the organization, whether you’re a new advisor or someone looking to retire.”
-Joey Rose
