Four LPL Advisors Named to Barron’s Top 100 Independent Financial Advisors List for 2021
CHARLOTTE, N.C., Sept. 23, 2021 (World NEWSWIRE) — LPL Financial LLC (Nasdaq: LPLA) now announced the inclusion of four LPL-affiliated advisors on Barron’s annual listing of Prime 100 Impartial Financial Advisors, which include Charles Zhang*, rose from second position final year to the claim the best spot on the 2021 listing.
LPL advisors honored contain:
- #one Charles Zhang
- #25 Susan Kaplan
- #32 Laila Pence
- #sixty five Andy Schwartz
“We are happy to see the tough perform and commitment of these advisors’ recognized year just after year,” stated Angela Xavier, LPL government vice president, Impartial Advisor Solutions. “I want to congratulate Charles, Susan, Laila and Andy for their continued potential to display superb management, give compassionate information and provide continued effects for their clientele. The unbiased design is turning into ever more more beautiful to monetary advisors as it offers option, transparency and liberty in how they work. We proudly support our unbiased advisors and are dedicated to offering them with partnership by means of market-leading capabilities and strong enterprise means developed to support them thrive.”
The Prime 100 listing steps candidates by means of property less than management, income created for the firm and the total high-quality of the advisor’s exercise. According to Barron’s, the goal is to glow a spotlight on the nation’s very best monetary advisors, with an eye towards boosting criteria in the market.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the basic principle that the firm should perform for the advisor, and not the other way all around. Today, LPL is a chief** in the marketplaces we serve, supporting more than 19,000 monetary advisors, 800 institution-based mostly investment applications and 450 unbiased RIA companies nationwide. We are steadfast in our commitment to the advisor-centered design and the belief that Individuals have earned access to objective assistance from a monetary advisor. At LPL, independence signifies that advisors have the liberty they have earned to choose the enterprise design, services, and know-how means that make it possible for them to operate their great exercise. And they have the liberty to handle their client associations, due to the fact they know their clientele very best. Merely place, we take care of our advisors, so they can take care of their clientele.
** Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Impartial Broker-Supplier in the U.S (Dependent on full revenues, Financial Planning journal June 1996-2020) No. one company of third-party brokerage services to financial institutions and credit rating unions (2020-2021 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
Securities and advisory services available by means of LPL Financial LLC, an SEC- registered broker-vendor and investment advisor. Member FINRA/SIPC.
Throughout this interaction, the phrases “financial advisors” and “advisors” are used to refer to registered reps and/or investment advisor reps affiliated with LPL Financial LLC. We routinely disclose information and facts that might be crucial to shareholders in the “Investor Relations” or “Press Releases” portion of our site.
LPL Financial, Barron’s and the advisor companies shown are all different entities.
* Charles Zhang is a Financial Advisor of Zhang Financial, a registered investment advisor firm that makes use of LPL Financial for Custodial services. Zhang Financial and LPL Financial are different entities.
A finish rationalization of the methodologies for these awards can be found here.
The 2021 Barron’s Prime 100 Impartial Advisors award also usually takes into consideration a broad assortment of qualitative components, which include the advisors’ experience, their innovative degrees and market designations, the dimension, shape, and variety of their teams, their charitable and philanthropic perform and, of study course, their compliance information.
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