(HOUSTON, Texas) — Jim Forsyth has joined forces with Sterling Portfolio Managers and LPL Financial as an Independent Financial Advisor and Senior Vice President—Wealth Consultant. Jim brings with him more than 16 years of experience in the Financial Services Industry. Jim holds his 7, 66, 63, and Group 1 registrations with LPL Financial, .
Jim chose to affiliate with Sterling Portfolio Managers and LPL Financial because of their client-centered focus, the ability to access industry leading technology and resources that make servicing his clients’ needs even easier. “With over 16 years in the financial services industry, I’m pleased to announce my partnership with Sterling Portfolio Managers and LPL Financial. This partnership offers me more tools and greater freedom to provide my clients with the very best care and attention. I am fully confident in the resources and support that Sterling Portfolio Managers provides, and I feel like I will be able to serve my clients’ needs better than ever.”
President of Sterling Portfolio Managers, Mark E. Lawrence, commented, “Jim and I previously worked at the same firm, and I have had the pleasure of knowing him for many years. Jim is a shining example of the kind of advisor with whom we are looking to partner in our practice. He is laser-focused on providing the highest level of client service and has a proven track record of helping clients work toward their financial goals. Jim has built a reputation as a trusted professional in his community, and he will continue to thrive as an Independent Financial Advisor at Sterling Portfolio Managers.”
Jim was awarded a 4-year full-tuition scholarship for academics and graduated from Cleveland State University with a B.A in 1990. Jim resides in Cypress, Texas, and has been happily married to his wife, Sheri, of over 23 years. Jim and Sheri are the proud parents of three children — Brittany, David, and Brooke, and they are active in their church community at St. John Lutheran.
Jim Forsyth can be reached at 832.912.4272 or firstname.lastname@example.org.
About Sterling Portfolio Managers
Sterling Portfolio Managers is an independent, full-service financial services firm, committed to providing custom strategies, utilizing the latest software and technology to build portfolios and retirement plans designed to work toward financial security for individuals, families, and business owners. As independent representatives of LPL Financial, the team at Sterling Portfolio Managers has more than fifty years of combined experience helping individuals and businesses all over the United States work toward achieving their financial goals.
For Financial Advisors, Sterling Portfolio Managers provides a simple, turn-key office solution. We offer entrepreneurial-minded advisors the ability to utilize our well-appointed office space, advanced software, technology, and experienced staff to promote and grow their businesses through the Independent channel. Advisors who partner with Sterling Portfolio Managers own their own book of business and can focus solely on building client relationships, growing their practices, and enjoying some of the highest payouts in the industry…while we take care of the rest. One might even say that Sterling Portfolio Managers offers advisors seeking Independence “the best of both worlds”. For more information, please visit www.SterlingPortfolios.com.
About LPL Financial
LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is a leader in the retail financial advice market and provided service to approximately $540 billion in brokerage and advisory assets as of May 31, 2017. LPL is one of the fastest growing RIA custodians and the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2017). The Company provides proprietary technology, comprehensive clearing services, practice management programs and training, and independent research to more than 14,000 financial advisors and over 700 financial institutions, enabling them to provide a range of financial services including wealth management, retirement planning, financial planning and other investment services to help their clients turn life's aspirations into financial realities. Financial advisors associated with LPL also serviced an estimated 46,000 retirement plans with an estimated $135 billion in retirement plan assets, as of March 31, 2017. Additionally, LPL supports approximately 3,900 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,300 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC.