Seven LPL Financial Advisors Recognized by Forbes as Top Next-Gen Advisors
CHARLOTTE, N.C., Oct. 07, 2021 (World NEWSWIRE) — LPL Fiscal LLC congratulates the 7 LPL-affiliated monetary advisors named to the 2021 Forbes Leading Upcoming-Gen Prosperity Advisors listing.
- Patrick Deeg, Marks Group Prosperity Administration, Minnetonka, Minn.
- Alex Lewis, Blackbridge Fiscal, Irmo, S.C.
- Craig Macomber, Stratos Prosperity Partners, Irvine, Calif.
- Jason Priebe, Priebe Prosperity, Maple Grove, Minn.
- Matthew Riesenweber, Cornerstone Prosperity Techniques, Kennewick, Clean.
- Eugene Songy, South Louisiana Fiscal Providers, LLC, Cut Off, La.
- Marc Specht, PM Prosperity Administration, New York, N.Y.
“On behalf of LPL, I congratulate this group of advisors for their determination to supporting the detailed demands of their clientele,” reported Angela Xavier, LPL govt vice president, Independent Advisor Providers. “We are proud to companion with such gifted individuals representing the next technology foremost our industry ahead.”
Picked from approximately 4,000 nominations, advisors identified in the Forbes Upcoming-Gen Prosperity Advisors listing have been selected based mostly on insights from SHOOK Investigation, gained by an algorithm of qualitative criterion and quantitative details. Qualified advisors should be less than forty and have a bare minimum of 4 years’ working experience, and they have been judged on conditions such as services design, industry working experience, income developments, customer retention and belongings less than management*.
See the complete listing of Forbes 2021 Leading Upcoming-Gen Prosperity Advisors.
About LPL Fiscal
LPL Fiscal (Nasdaq: LPLA) was founded on the principle that the organization should do the job for the advisor, and not the other way about. Now, LPL is a leader** in the markets we provide, supporting more than 19,000 monetary advisors, 800 establishment-based mostly financial commitment systems and 450 independent RIA corporations nationwide. We are steadfast in our determination to the advisor-centered design and the perception that People in america deserve entry to goal steering from a monetary advisor. At LPL, independence means that advisors have the liberty they deserve to opt for the business design, solutions, and know-how sources that permit them to run their fantastic observe. And they have the liberty to deal with their customer interactions, because they know their clientele most effective. Just place, we get care of our advisors, so they can get care of their clientele.
*The Forbes Upcoming-Gen Prosperity Advisors rankings, designed by SHOOK Investigation, are based mostly on an algorithm of qualitative criterion, primarily gained by phone and in-particular person due diligence interviews, and quantitative details. Those people advisors that are considered have a bare minimum of 4 years’ working experience, and the algorithm weighs factors like income developments, belongings less than management, compliance documents, industry working experience and those people that encompass the optimum criteria of most effective procedures. Portfolio general performance is not a criterion due to varying customer goals and deficiency of audited details. Neither Forbes nor SHOOK obtain a fee in exchange for rankings.
**Leading RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Independent Broker-Supplier in the U.S (Based mostly on overall revenues, Fiscal Scheduling journal June 1996-2020) No. 1 provider of 3rd-celebration brokerage solutions to banks and credit rating unions (2020-2021 Kehrer Bielan Investigation & Consulting Once-a-year TPM Report) Fortune five hundred as of June 2021
Securities and advisory solutions available by LPL Fiscal LLC, an SEC- registered broker-supplier and financial commitment advisor. Member FINRA/SIPC.
In the course of this communication, the terms “financial advisors” and “advisors” are utilized to refer to registered associates and/or financial commitment advisor associates affiliated with LPL Fiscal LLC. We routinely disclose information that could be important to shareholders in the “Investor Relations” or “Press Releases” segment of our web page.
LPL Fiscal, Forbes, SHOOK Investigation and the advisor corporations outlined are all different entities.
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