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

Elvera Bartels

CHARLOTTE, N.C., Oct. 13, 2021 (Globe NEWSWIRE) — LPL Monetary LLC currently introduced that seven of its affiliated fiscal advisors have been identified as a Major Prosperity Advisor Mother on a record just lately published by Operating Mom magazine and SHOOK Investigate.

Advisors highlighted on this once-a-year record are amongst five hundred of the most profitable moms working in prosperity management. They each acquire treatment of kids 21 yrs or young however residing in their property, all the when supporting families and corporations perform toward their fiscal ambitions. The ranking assesses each advisor’s very best techniques and essential business enterprise elements this kind of as their support products, investing approach, specific profits stream, customer retention level and assets less than management*.

LPL advisors identified on the 2021 record are:

  • Julia Carlson, Monetary Liberty Prosperity Management Group, Newport, Ore.
  • Sarah Carlson, Fulcrum Monetary Group, Spokane, Clean.
  • Sandra Cho, Pointwealth Funds Management, Encino, Calif.
  • Laila Pence, Pence Prosperity Management, Newport Beach, Calif.
  • Winnie Solar, Solar Group Prosperity Partners, Irvine, Calif.
  • Anh Tran, SageMint Prosperity, Orange, Calif.
  • Joan Valenti, Valenti Prosperity Management, Farmington, Conn.

“On behalf of the LPL household, I prolong our warmest congratulations and utmost admiration to these extremely profitable working moms, whose passion for serving their clientele continues to drive favourable impression in our modern society,” stated Angela Xavier, LPL Monetary executive vice president, Independent Advisor Solutions. “These women of all ages, with their ahead-wondering frame of mind and strong entrepreneurial spirit, are all pivotal to the results of their techniques. It is an honor for us to supply them with the assist and independence desired to operate thriving techniques and bolster their customer bases, when protecting a nutritious perform-life balance. We are happy to call them our companions, and we appear ahead to their ongoing results.”

See the entire record of 2021 Major Prosperity Advisor Mothers.

About LPL Monetary
LPL Monetary (Nasdaq: LPLA) was founded on the basic principle that the business ought to perform for the advisor, and not the other way about. Right now, LPL is a leader** in the markets we provide, supporting much more than 19,000 fiscal advisors, 800 establishment-based mostly expenditure packages and 450 independent RIA corporations nationwide. We are steadfast in our motivation to the advisor-centered product and the perception that Us residents ought to have obtain to aim steerage from a fiscal advisor. At LPL, independence implies that advisors have the flexibility they ought to have to pick the business enterprise product, products and services, and technology sources that allow them to operate their best exercise. And they have the flexibility to manage their customer associations, simply because they know their clientele very best. Merely place, we acquire treatment of our advisors, so they can acquire treatment of their clientele.

*SHOOK Investigate regarded women of all ages advisors with a boy or girl 21 or young however residing at property. Rating algorithm is based mostly on qualitative actions derived from phone and in-man or woman interviews and surveys: support products, investing approach, customer retention, business practical experience, assessment of compliance information, business nominations, etcetera. and quantitative criteria, this kind of as assets less than management and profits produced for their corporations. Investment performance is not a criterion simply because customer aims and danger tolerances range, and advisors not often have audited performance stories. Neither SHOOK nor Operating Mom Media receives compensation from the advisors or their corporations in trade for placement on a ranking. Rankings are based mostly on the viewpoints of SHOOK Investigate LLC and not indicative of foreseeable future performance or representative of any one particular client’s practical experience the firm’s exploration and rankings supply viewpoints for how to pick the suitable fiscal advisor. Past performance is not an indication of foreseeable future results.

**Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Independent Broker-Vendor in the U.S (Dependent on total revenues, Monetary Planning magazine 1996-2021) No. 1 supplier of 3rd-occasion brokerage products and services to financial institutions and credit rating unions (2020-2021 Kehrer Bielan Investigate & Consulting Yearly TPM Report) Fortune five hundred as of June 2021

Securities and advisory products and services supplied as a result of LPL Monetary LLC, an SEC- registered broker-dealer and expenditure advisor. Member FINRA/SIPC.

During this communication, the conditions “financial advisors” and “advisors” are utilised to refer to registered associates and/or expenditure advisor associates affiliated with LPL Monetary LLC. We routinely disclose info that may well be crucial to shareholders in the “Investor Relations” or “Press Releases” area of our web-site.

LPL Monetary, Operating Mom, SHOOK Investigate and the advisor corporations outlined are all different entities.

LPL Media Make contact with:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]

Join with Us!

Next Post

LPL Financial Welcomes Guy Rodgers Private Wealth Strategies

CHARLOTTE, N.C., Oct. 13, 2021 (World NEWSWIRE) — LPL Economical LLC introduced now that monetary advisor Guy Rodgers has joined LPL Financial’s broker-seller, company registered expense advisor (RIA) and custodial platforms. He claimed obtaining served roughly $175 million in advisory and brokerage belongings*. He joins LPL from Wells Fargo Economical […]