Four LPL Advisors Named to Barron’s Top 100 Independent Financial Advisors List for 2021

Elvera Bartels

CHARLOTTE, N.C., Sept. 23, 2021 (World NEWSWIRE) — LPL Economical LLC (Nasdaq: LPLA) now announced the inclusion of four LPL-affiliated advisors on Barron’s yearly record of Major one hundred Independent Economical Advisors, which include Charles Zhang*, rose from 2nd place final year to the declare the best spot on the 2021 record.

LPL advisors honored contain:

  • #one Charles Zhang
  • #twenty five Susan Kaplan
  • #32 Laila Pence
  • #sixty five Andy Schwartz

“We are delighted to see the hard function and commitment of these advisors’ recognized year soon after year,” stated Angela Xavier, LPL executive vice president, Independent Advisor Providers. “I want to congratulate Charles, Susan, Laila and Andy for their continued means to show excellent leadership, supply compassionate tips and produce continued results for their customers. The impartial model is starting to be increasingly much more interesting to economic advisors as it presents preference, transparency and flexibility in how they function. We proudly guidance our impartial advisors and are dedicated to delivering them with partnership through market-top capabilities and strong small business means created to help them prosper.”

The Major one hundred record measures candidates through assets underneath administration, profits produced for the agency and the overall excellent of the advisor’s exercise. In accordance to Barron’s, the goal is to shine a spotlight on the nation’s best economic advisors, with an eye toward boosting specifications in the market.

About LPL Economical
LPL Economical (Nasdaq: LPLA) was started on the theory that the agency should function for the advisor, and not the other way about. Nowadays, LPL is a leader** in the markets we provide, supporting much more than 19,000 economic advisors, 800 institution-primarily based investment plans and 450 impartial RIA companies nationwide. We are steadfast in our commitment to the advisor-centered model and the perception that People are entitled to accessibility to goal guidance from a economic advisor. At LPL, independence suggests that advisors have the flexibility they are entitled to to pick the small business model, services, and technology means that allow them to operate their great exercise. And they have the flexibility to take care of their customer relationships, simply because they know their customers best. Basically place, we get treatment of our advisors, so they can get treatment of their customers. 

** Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Independent Broker-Dealer in the U.S (Based on full revenues, Economical Scheduling magazine June 1996-2020) No. one provider of third-party brokerage services to banks and credit score unions (2020-2021 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune five hundred as of June 2021

Securities and advisory services supplied through LPL Economical LLC, an SEC- registered broker-seller and investment advisor. Member FINRA/SIPC. 

During this communication, the phrases “financial advisors” and “advisors” are applied to refer to registered representatives and/or investment advisor representatives affiliated with LPL Economical LLC. We routinely disclose facts that may well be critical to shareholders in the “Investor Relations” or “Press Releases” portion of our website.

LPL Economical, Barron’s and the advisor companies listed are all separate entities.

* Charles Zhang is a Economical Advisor of Zhang Economical, a registered investment advisor agency that makes use of LPL Economical for Custodial services. Zhang Economical and LPL Economical are separate entities.

A total clarification of the methodologies for these awards can be found here.
The 2021 Barron’s Major one hundred Independent Advisors award also can take into thought a wide variety of qualitative components, which include the advisors’ working experience, their highly developed levels and market designations, the size, shape, and range of their groups, their charitable and philanthropic function and, of study course, their compliance data.

Hook up with Us!

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

Next Post

LPL Financial Reports Monthly Activity for August 2021

SAN DIEGO, Sept. 21, 2021 (Globe NEWSWIRE) — LPL Fiscal LLC, a wholly owned subsidiary of LPL Fiscal Holdings Inc. (Nasdaq: LPLA) (the “Company”), these days produced its month to month action report for August 2021. Complete advisory and brokerage property at the end of August had been about $1.16 […]