LPL-Affiliated Advisors Honored as 2021 ‘Top Wealth Advisor Moms’

CHARLOTTE, N.C., Oct. thirteen, 2021 (Globe NEWSWIRE) — LPL Economic LLC now introduced that 7 of its affiliated economic advisors have been identified as a Top rated Prosperity Advisor Mother on a record just lately published by Performing Mom journal and SHOOK Investigation.

Advisors highlighted on this yearly record are between 500 of the most successful mothers operating in prosperity management. They every single take treatment of youngsters 21 a long time or young nonetheless residing in their residence, all the whilst helping families and corporations do the job toward their economic targets. The position assesses every single advisor’s finest techniques and fundamental organization parts this sort of as their company versions, investing process, individual earnings stream, shopper retention price and assets beneath management*.

LPL advisors identified on the 2021 record are:

  • Julia Carlson, Economic Flexibility Prosperity Management Team, Newport, Ore.
  • Sarah Carlson, Fulcrum Economic Team, Spokane, Clean.
  • Sandra Cho, Pointwealth Money Management, Encino, Calif.
  • Laila Pence, Pence Prosperity Management, Newport Beach, Calif.
  • Winnie Sun, Sun Team Prosperity Partners, Irvine, Calif.
  • Anh Tran, SageMint Prosperity, Orange, Calif.
  • Joan Valenti, Valenti Prosperity Management, Farmington, Conn.

“On behalf of the LPL family, I increase our warmest congratulations and utmost admiration to these highly successful operating mothers, whose enthusiasm for serving their customers continues to generate good influence in our culture,” mentioned Angela Xavier, LPL Economic executive vice president, Independent Advisor Providers. “These girls, with their ahead-considering state of mind and robust entrepreneurial spirit, are all pivotal to the good results of their techniques. It is an honor for us to offer them with the help and independence desired to run thriving techniques and improve their shopper bases, whilst retaining a wholesome do the job-existence harmony. We are proud to call them our partners, and we search ahead to their continued good results.”

See the full record of 2021 Top rated Prosperity Advisor Mothers.

About LPL Economic
LPL Economic (Nasdaq: LPLA) was established on the basic principle that the company must do the job for the advisor, and not the other way close to. Right now, LPL is a chief** in the marketplaces we provide, supporting more than 19,000 economic advisors, 800 establishment-based mostly expenditure applications and 450 unbiased RIA companies nationwide. We are steadfast in our commitment to the advisor-centered design and the belief that Us citizens deserve accessibility to goal steering from a economic advisor. At LPL, independence signifies that advisors have the flexibility they deserve to select the organization design, companies, and technology means that allow for them to run their fantastic practice. And they have the flexibility to manage their shopper relationships, since they know their customers finest. Merely set, we take treatment of our advisors, so they can take treatment of their customers.

*SHOOK Investigation regarded girls advisors with a little one 21 or young nonetheless residing at residence. Position algorithm is based mostly on qualitative measures derived from telephone and in-individual interviews and surveys: company versions, investing process, shopper retention, sector encounter, review of compliance data, company nominations, etcetera. and quantitative requirements, this sort of as assets beneath management and earnings produced for their companies. Expenditure effectiveness is not a criterion since shopper goals and possibility tolerances fluctuate, and advisors seldom have audited effectiveness studies. Neither SHOOK nor Performing Mom Media receives compensation from the advisors or their companies in trade for placement on a position. Rankings are based mostly on the thoughts of SHOOK Investigation LLC and not indicative of potential effectiveness or consultant of any just one client’s encounter the firm’s investigation and rankings offer thoughts for how to select the correct economic advisor. Earlier effectiveness is not an sign of potential results.

**Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Independent Broker-Dealer in the U.S (Based on full revenues, Economic Preparing journal 1996-2021) No. one service provider of 3rd-bash brokerage companies to banking institutions and credit rating unions (2020-2021 Kehrer Bielan Investigation & Consulting Annual TPM Report) Fortune 500 as of June 2021

Securities and advisory companies provided by way of LPL Economic LLC, an SEC- registered broker-seller and expenditure advisor. Member FINRA/SIPC.

During this conversation, the conditions “financial advisors” and “advisors” are applied to refer to registered reps and/or expenditure advisor reps affiliated with LPL Economic LLC. We routinely disclose facts that could be vital to shareholders in the “Investor Relations” or “Press Releases” segment of our web site.

LPL Economic, Performing Mom, SHOOK Investigation and the advisor companies stated are all separate entities.

LPL Media Get hold of:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]

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