LPL Financial Advisors Named to 2022 Forbes Top Women Advisor Lists

Elvera Bartels

CHARLOTTE, N.C., Feb. 09, 2022 (World NEWSWIRE) — LPL Economical LLC (Nasdaq:LPLA) congratulates the 26 LPL-affiliated advisors who have been regarded on the 2022 Forbes Top Girls Prosperity Advisors and Leading Women Wealth Advisors Finest-in-Condition lists. These stories identify U.S.-based woman monetary advisors who are leading the way in presenting economical tips and very best methods to their clientele, according to Forbes.

The following girls have been regarded as both Best 100 Ladies Prosperity Advisors and Leading Girls Prosperity Advisors Best-in-Condition:

  • Laila Pence, Pence Prosperity Management, Newport Beach front, Calif.
  • Kay Lynn Mayhue, Merit Economical Advisors, Alpharetta, Ga.
  • Susan Kaplan, Kaplan Economic Providers, Newton, Mass.
  • Deborah Danielson, Danielson Money Group, Las Vegas

Twenty-two advisors have been named to the Ideal-in-State checklist:

  • Sandra Cho, Pointwealth Cash Administration, Encino, Calif.
  • Loreen Gilbert, WealthWise Monetary Products and services, Irvine, Calif.
  • Kristina Kuprina, Sequoia Wealth Advisors & Expenditure Administration, San Jose, Calif.
  • Anh Tran, SageMint Prosperity, Orange, Calif.
  • Lori Selling price, Cost Financial Group, Wilton, Conn.
  • Joan Valenti, LPL Economic, Farmington, Conn.
  • Karen Lee, Karen Lee and Associates, Atlanta
  • Judy VanArsdale, Lakeview Prosperity Management, Deer Park, Sick.
  • Gina Bolvin Bernarduci, Bolvin Wealth, Boston
  • Deborah Goodman, Goodman Advisory Group, Needham, Mass.
  • Lisa Guzek Montagne, LGM Prosperity Administration, Bloomington, Minn.
  • Barbara Ginty, Impartial Fiscal Services, Kingston, N.Y.
  • Mackenzie Marshall, LPL Financial, Hudson, Ohio
  • Amy Valentine, Prepared Economic Companies, Brecksville, Ohio
  • Yuanyuan Yang, Prepared Economical Providers, Cleveland
  • Julia Carlson, Money Freedom Prosperity Management Group, Newport, Ore.
  • Kristy Motta, Consolidated Monetary Administration, Beaverton, Ore.
  • Lisa Bodine, Penn Wealth Setting up, New Hope, Pa.
  • Leslie Williams, To start with Money Networks, Inc., Exton, Pa.
  • Susan Wilkinson, Wilkinson Wealth Management LLC, Charlottesville, Va.
  • Sarah Carlson, Fulcrum Monetary Group, Spokane, Clean.
  • Lori Watt, IAG Prosperity Companions, Waukesha, Wis.

“On behalf of the LPL staff, I congratulate just about every of these gals for productively leveraging the independent platform to increase their professions and empower clients through the state in pursuit of their economic ambitions,” stated Angela Xavier, LPL government vice president, Impartial Advisor Services. “Women are an essential component of the evolving advisor marketplace, and we are committed to ensuring they have the assets, capabilities and insights to properly provide the personalized demands of their clientele and improve thriving businesses. We desire just about every of the Forbes honorees continued results, and price their ongoing input and suggestions so we can continue on to mature benefit in their LPL relationship.”

Forbes’ yearly lists are compiled with insights from SHOOK Analysis. Advisors are chosen based on quantitative and qualitative info, and are assessed on a assortment of requirements, such as in-person interviews, a long time of encounter, compliance records and property less than administration**.

See the full 2022 Forbes Leading Ladies Prosperity Advisors checklist listed here. The Best Women of all ages Wealth Advisors Best-in-Condition checklist can be accessed listed here.

About LPL Fiscal:
LPL Economical (Nasdaq: LPLA) was established on the theory that the business need to work for the advisor, and not the other way all over. Now, LPL is a leader in the marketplaces we provide,* supporting practically 20,000 economic advisors, and somewhere around 800 establishment-based investment packages and 500 unbiased RIA firms nationwide. We are steadfast in our dedication to the advisor-centered product and the belief that Individuals are worthy of entry to personalised steering from a financial advisor. At LPL, independence suggests that advisors have the independence they have earned to pick the organization design, providers, and technology sources that let them to run their perfect apply. And they have the freedom to take care of their customer associations, simply because they know their clientele greatest. Simply place, we consider treatment of our advisors, so they can choose treatment of their shoppers.

*Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Unbiased Broker-Seller in the U.S (Primarily based on complete revenues, Economic Scheduling journal 1996-2021) No. 1 service provider of third-bash brokerage services to financial institutions and credit history unions (2020-2021 Kehrer Bielan Study & Consulting Annual TPM Report) Fortune 500 Corporation as of June 2021. LPL and its affiliated corporations provide economical products and services only from the United States.

**The Forbes rating of America’s Leading Women Wealth Advisors and Prime Women Wealth Advisors Very best-in-Point out, developed by SHOOK Exploration, is centered on an algorithm of qualitative and quantitative information, ranking 1000’s of wealth advisors with a minimal of seven years of knowledge and weighing variables like revenue developments, property less than management, compliance documents, marketplace working experience and greatest methods realized by means of telephone and in-human being interviews. Portfolio performance is not a criterion because of to different consumer aims 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 Monetary LLC, an SEC-registered broker-vendor and investment advisor. Member FINRA/ SIPC.

In the course of this conversation, the conditions “financial advisors” and “advisors” are made use of to refer to registered reps and/or investment decision advisor associates affiliated with LPL Economic LLC. We routinely disclose information that may well be vital to shareholders in the “Investor Relations” or “Press Releases” area of our internet site.

LPL Monetary, Forbes, SHOOK Investigation and the advisor firms shown are independent entities.
This award does not assess the quality of services provided to purchasers and is not indicative of this advisor’s potential efficiency. Neither LPL Financial nor the advisors spend a charge to Forbes in exchange for inclusion in the Top rated Women of all ages Prosperity Advisors record.

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Rachel Wood
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