CHARLOTTE, N.C., Oct. 06, 2021 (Globe NEWSWIRE) — LPL Money LLC (Nasdaq:LPLA) declared right now that Lindsey D. Rhea CFP® of Alia Prosperity Associates has joined LPL Financial’s broker-seller, company registered financial investment advisor (RIA) and custodial platforms, affiliating with LPL’s Strategic Prosperity Solutions (SWS) model. She reported possessing served about $260 million in advisory, brokerage and retirement program belongings*. She joins LPL from Wells Fargo Advisors Money Network.
Dependent in Germantown, Tenn., Rhea, 36, is an founded, following-era advisor who released her own follow in 2018. As Owner and Prosperity Strategist of Alia Prosperity Associates, Rhea operates closely with her consumers to formulate financial investment techniques and picks created to match just about every individual’s particular goals and goals. Her success has led to various industry awards, which includes 2020 and 2021 Forbes Top Gals Prosperity Advisor, 2019-2021 Forbes Greatest-In-Point out Prosperity Advisor and 2019 Forbes Upcoming-Gen Greatest-In-Point out Prosperity Advisor. She is joined at Alia by Director of Customer Solutions, Leslie M. Parker and Director of 1st Impressions, Jennifer K. Locke.
Wanting to elevate her clients’ activities and ideas for long term growth, Rhea selected to husband or wife with LPL’s Strategic Prosperity Solutions presenting. “We went as a result of an comprehensive thanks diligence course of action and LPL actually stood out for the depth of resources provided,” Rhea mentioned. “LPL is a effectively-oiled equipment and checked the packing containers for all the methods I was looking for. My leading priority was the skill to improve the customer working experience by offering them with revolutionary new instruments they can use to conveniently access their account data.”
With the more layer of guidance from SWS, Rhea thinks she and her group will also have enhanced activities. All SWS advisors have access to LPL’s built-in wealth administration system and revolutionary resources created to assistance them prosper. In addition, they acquire ongoing, personalized guidance for everyday operations and long-phrase business administration, which includes a focused business strategist, CFO, and advertising and marketing, provider and administrative guidance. “LPL’s SWS group is an prolonged section of my follow so that we don’t have to do every little thing on our own,” Rhea mentioned. “It is refreshing to have focused guidance from SWS group members with different skillsets, who are industry experts in their industry, having some of the things off my plate so I can concentrate on my consumers.”
Rhea manufactured the transfer to LPL with ideas for long-phrase growth in buy to guidance consumers for generations to come. She mentioned, “What we’re carrying out right here is location the stage for the long term of this business. I want to broaden our business, and this changeover is a way for me to move again, make absolutely sure I’m partnered with the correct affiliate, meet up with new advisors and actually construct out the Alia model.”
Exterior of get the job done, Rhea is deeply associated in her group. She is board chairman for Memphis Oral Faculty for the Deaf, as effectively as an active member of the Management Germantown Board, the Memphis Chapter of Nationwide Affiliation of Gals Small business House owners, and the Germantown Location Chamber of Commerce, among the other individuals. She also volunteers on the Advisory Board for the College of Memphis Sigma Kappa Sorority Chapter.
Scott Posner, LPL govt vice president, Small business Development, stated, “We warmly welcome Lindsey and her group to the LPL group, and are honored they turned to us as they thoughtfully get ready for the following chapter in their business. We are committed to offering advisors with greatest overall flexibility and personalized modern methods as they construct their great follow. For our SWS advisors, we’ve taken skills across quite a few complex spots to offer them with a focused guidance group to assistance them elevate the customer working experience, differentiate their business and accelerate the success of their follow. We look forward to a long-long lasting, productive and remarkable partnership with Alia Prosperity Associates.”
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About LPL Money
LPL Money (Nasdaq: LPLA) was established on the theory that the agency must get the job done for the advisor, and not the other way about. Today, LPL is a chief** in the markets we serve, supporting extra than 19,000 financial advisors, 800 institution-primarily based financial investment programs and 450 independent RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered model and the perception that Us citizens have earned access to goal guidance from a financial advisor. At LPL, independence suggests that advisors have the liberty they have earned to choose the business model, services, and know-how resources that permit them to operate their great follow. And they have the liberty to manage their customer relationships, since they know their consumers very best. Simply set, we acquire treatment of our advisors, so they can acquire treatment of their consumers.
** Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Impartial Broker-Dealer in the U.S (Dependent on full revenues, Money Scheduling magazine 1996-2021) No. one company of third-celebration brokerage services to financial institutions and credit unions (2020-2021 Kehrer Bielan Analysis & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
*Dependent on prior business and represents belongings that would have been custodied at LPL Money, alternatively than third-celebration custodians. Described belongings and customer numbers have not been independently and absolutely verified by LPL Money.
Securities and advisory services provided as a result of LPL Money LLC, an SEC- registered broker-seller and financial investment advisor. Member FINRA/ SIPC
All over this conversation, the phrases “financial advisors” and “advisors” are used to refer to registered associates and/or financial investment advisor associates affiliated with LPL Money LLC. We routinely disclose data that may well be vital to shareholders in the “Investor Relations” or “Press Releases” part of our internet site.
Alia Prosperity Associates and LPL Money are individual entities.
The Forbes rating of America’s Top Gals Prosperity Advisors, designed by SHOOK Analysis, is primarily based on an algorithm of qualitative and quantitative information, rating hundreds of wealth advisors with a minimum of 7 decades of working experience and weighing components like income tendencies, belongings underneath administration, compliance documents, industry working experience and very best tactics figured out as a result of phone and in-man or woman interviews.
The Forbes rating of Top Upcoming-Technology Prosperity Advisors, designed by SHOOK Analysis, is primarily based on an algorithm of qualitative and quantitative information, rating hundreds of wealth advisors born in or right after 1980. Advisors are interviewed by phone and in man or woman to assess provider models, investing course of action, working experience levels and integrity. Further components thought of incorporate compliance document, customer retention, revenues produced for their corporations and belongings managed.
The Forbes Greatest-In-Point out Prosperity Advisor rating, designed by SHOOK Analysis, is primarily based on in-man or woman and phone thanks diligence meetings and a rating algorithm that features: customer retention, industry working experience, assessment of compliance documents, agency nominations and quantitative criteria, which includes: belongings underneath administration and income produced for their corporations.
In all 3 rankings, portfolio performance is not a criterion thanks to different customer goals and deficiency of audited information. Neither Forbes nor SHOOK Analysis receives a payment in exchange for rankings.
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