CHARLOTTE, N.C., Feb. 09, 2022 (Globe NEWSWIRE) — LPL Economical LLC (Nasdaq:LPLA) congratulates the 26 LPL-affiliated advisors who have been regarded on the 2022 Forbes Prime Girls Prosperity Advisors and Top rated Women of all ages Wealth Advisors Most effective-in-Point out lists. These reports identify U.S.-dependent feminine economic advisors who are main the way in presenting economic guidance and best practices to their consumers, according to Forbes.
The adhering to women have been identified as both of those Best 100 Females Wealth Advisors and Prime Women of all ages Prosperity Advisors Ideal-in-Condition:
- Laila Pence, Pence Prosperity Administration, Newport Beach front, Calif.
- Kay Lynn Mayhue, Advantage Financial Advisors, Alpharetta, Ga.
- Susan Kaplan, Kaplan Financial Solutions, Newton, Mass.
- Deborah Danielson, Danielson Economical Group, Las Vegas
Twenty-two advisors have been named to the Greatest-in-Condition listing:
- Sandra Cho, Pointwealth Capital Management, Encino, Calif.
- Loreen Gilbert, WealthWise Monetary Products and services, Irvine, Calif.
- Kristina Kuprina, Sequoia Wealth Advisors & Financial investment Administration, San Jose, Calif.
- Anh Tran, SageMint Wealth, Orange, Calif.
- Lori Cost, Price Money Team, Wilton, Conn.
- Joan Valenti, LPL Economic, Farmington, Conn.
- Karen Lee, Karen Lee and Associates, Atlanta
- Judy VanArsdale, Lakeview Prosperity Administration, Deer Park, Ill.
- Gina Bolvin Bernarduci, Bolvin Prosperity, Boston
- Deborah Goodman, Goodman Advisory Team, Needham, Mass.
- Lisa Guzek Montagne, LGM Prosperity Management, Bloomington, Minn.
- Barbara Ginty, Independent Financial Expert services, Kingston, N.Y.
- Mackenzie Marshall, LPL Economic, Hudson, Ohio
- Amy Valentine, Planned Economic Companies, Brecksville, Ohio
- Yuanyuan Yang, Planned Monetary Companies, Cleveland
- Julia Carlson, Economic Flexibility Wealth Management Team, Newport, Ore.
- Kristy Motta, Consolidated Fiscal Management, Beaverton, Ore.
- Lisa Bodine, Penn Wealth Preparing, New Hope, Pa.
- Leslie Williams, Initial Economical Networks, Inc., Exton, Pa.
- Susan Wilkinson, Wilkinson Wealth Administration LLC, Charlottesville, Va.
- Sarah Carlson, Fulcrum Fiscal Group, Spokane, Wash.
- Lori Watt, IAG Wealth Partners, Waukesha, Wis.
“On behalf of the LPL workforce, I congratulate just about every of these ladies for productively leveraging the independent system to increase their occupations and empower shoppers through the nation in pursuit of their financial targets,” stated Angela Xavier, LPL executive vice president, Impartial Advisor Expert services. “Women are an crucial component of the evolving advisor marketplace, and we are committed to making certain they have the sources, capabilities and insights to properly provide the customized requirements of their clients and mature successful organizations. We would like each individual of the Forbes honorees continued achievement, and benefit their ongoing input and responses so we can go on to develop worth in their LPL relationship.”
Forbes’ yearly lists are compiled with insights from SHOOK Analysis. Advisors are picked based mostly on quantitative and qualitative knowledge, and are assessed on a assortment of conditions, which includes in-individual interviews, a long time of experience, compliance data and property less than management**.
See the entire 2022 Forbes Leading Ladies Prosperity Advisors listing here. The Prime Females Prosperity Advisors Best-in-State list can be accessed listed here.
About LPL Money:
LPL Monetary (Nasdaq: LPLA) was launched on the theory that the organization ought to function for the advisor, and not the other way around. Now, LPL is a chief in the marketplaces we provide,* supporting just about 20,000 financial advisors, and approximately 800 institution-based mostly expenditure courses and 500 independent RIA corporations nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that People should have access to personalized assistance from a financial advisor. At LPL, independence signifies that advisors have the independence they should have to choose the business enterprise product, providers, and technological know-how sources that permit them to run their excellent apply. And they have the flexibility to control their customer interactions, simply because they know their clientele most effective. Simply just place, we just take care of our advisors, so they can take treatment of their consumers.
*Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Dealer in the U.S (Dependent on whole revenues, Economical Planning journal 1996-2021) No. 1 service provider of third-bash brokerage products and services to banking institutions and credit score unions (2020-2021 Kehrer Bielan Exploration & Consulting Once-a-year TPM Report) Fortune 500 Enterprise as of June 2021. LPL and its affiliated organizations supply economic solutions only from the United States.
**The Forbes ranking of America’s Leading Females Wealth Advisors and Prime Females Prosperity Advisors Ideal-in-Point out, formulated by SHOOK Study, is based mostly on an algorithm of qualitative and quantitative information, rating hundreds of wealth advisors with a minimal of seven a long time of experience and weighing components like revenue tendencies, property underneath management, compliance records, industry expertise and finest practices acquired by telephone and in-man or woman interviews. Portfolio overall performance is not a criterion owing to varying client goals and absence of audited facts. Neither Forbes nor SHOOK receives a cost in trade for rankings.
Securities and advisory solutions available by way of LPL Fiscal LLC, an SEC-registered broker-seller and investment decision advisor. Member FINRA/ SIPC.
Through this conversation, the terms “financial advisors” and “advisors” are used to refer to registered associates and/or financial investment advisor reps affiliated with LPL Economical LLC. We routinely disclose details that may possibly be significant to shareholders in the “Investor Relations” or “Press Releases” area of our web-site.
LPL Economic, Forbes, SHOOK Investigate and the advisor corporations shown are independent entities.
This award does not assess the excellent of services furnished to consumers and is not indicative of this advisor’s future overall performance. Neither LPL Money nor the advisors pay a price to Forbes in trade for inclusion in the Prime Gals Wealth Advisors record.
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