CHARLOTTE, N.C., Oct. 04, 2021 (World NEWSWIRE) — LPL Fiscal LLC (Nasdaq:LPLA) today announced that money advisor Sean Khaligh CFP® has joined LPL Financial’s broker-dealer, hybrid registered investment decision advisor (RIA) and custodial platforms. He is aligned with The Fiscal Expert services Community, an current LPL huge enterprise. Khaligh noted possessing served somewhere around $a hundred and seventy million in advisory and brokerage belongings*. He joins from Wells Fargo Advisors.
Khaligh, a Dreamer who was born in Iran and immigrated to The us at age 12—not equipped to discuss a phrase of English at the time,—said the modern world pandemic opened his eyes and set the vision for the long run of his small business. “I went from operating at a lender branch to out of the blue operating from property. I was in a point out of shock, but it also gave me the possibility to consider very long and really hard. I realized our time on earth is minimal and we want to be equipped to do the factors we want to in our existence,” Khaligh mentioned.
For Khaligh, that meant turning his dream of setting up a corporation and owning his personal small business into a actuality. Which is a little something that he at the time was informed would in no way materialize.
As a teen, Khaligh was pressured to grow up quickly to help his mom and dad just after the family dropped much of their funds throughout the immigration process. He received his to start with position in the money solutions sector when still in faculty, also operating element time as a lifeguard to help spend the payments. But 1 working day, early in his job, a colleague mentioned a little something that he will in no way fail to remember. “He mentioned I would in no way be prosperous as a money advisor simply due to the fact of my previous name and the stigma involved with Iran,” Khaligh mentioned. “But I knew I could be a wonderful advisor and do wonderful factors for my clientele. I was far more established than ever to make a little something of myself.”
He went on to make a consumer-centric observe targeted on aiding individuals, family members and small business homeowners grow, deal with and transition wealth. With the transfer to LPL and The Community, Khaligh has launched EQ Private Prosperity Advisors in Palos Verdes, Calif. “I desired to make a firm based mostly on traits likely on in the region and sector. With LPL’s modern technological innovation and vast resources, I imagine I’ll be equipped to do enrich my service and choices for my clientele. I can brand name my personal small business and grow quickly, hopefully via acquisitions and having around for retiring advisors,” Khaligh mentioned. “I’ll also have the community guidance and know-how from the staff at The Community. I am blessed to have begun the small business so youthful. I’m just 37 and still have at the very least one more thirty yrs still left in my job. I can’t wait around to see what the long run holds.”
Scott Posner, LPL govt vice president, Small business Improvement, stated, “We are inspired by Sean’s tale and journey to independence. He has built a highly prosperous small business serving his clientele, and we are honored Sean turned to LPL and The Community as he seeks new ways to elevate his observe on his personal phrases. The independent small business product presents advisors the flexibility and adaptability to deliver aim money steerage to their clientele. We will continue on to leverage our scale to present modern technological innovation, differentiated service activities and other wealth management resources that provide value and help LPL advisors address the evolving requires of their clientele. We welcome Sean to the LPL community and glimpse forward to a very long-long lasting partnership with EQ Private Prosperity Advisors.”
Read through about other companies that lately joined LPL in the LPL Fiscal News and Media section of LPL.com.
Advisors, uncover an LPL small business enhancement representative near you.
About LPL Fiscal
LPL Fiscal (Nasdaq: LPLA) was started on the theory that the firm must operate for the advisor, and not the other way all over. These days, LPL is a leader** in the markets we provide, supporting far more than 19,000 money advisors, 800 institution-based mostly investment decision applications and 450 independent RIA companies nationwide. We are steadfast in our determination to the advisor-centered product and the belief that Us citizens have earned entry to aim steerage from a money advisor. At LPL, independence implies that advisors have the flexibility they have earned to pick out the small business product, solutions, and technological innovation resources that permit them to operate their ideal observe. And they have the flexibility to deal with their consumer associations, due to the fact they know their clientele most effective. Just put, we consider care of our advisors, so they can consider care of their clientele.
** Best RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Seller in the U.S (Centered on whole revenues, Fiscal Preparing magazine 1996-2021) No. 1 service provider of third-bash brokerage solutions to banking institutions and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report) Fortune 500 Organization as of June 2021
*Centered on prior small business and represents belongings that would have been custodied at LPL Fiscal, rather than third-bash custodians. Reported belongings and consumer figures have not been independently and fully confirmed by LPL Fiscal.
Securities and advisory solutions available via LPL Fiscal LLC, an SEC- registered broker-dealer and investment decision advisor. Member FINRA/SIPC
Throughout this communication, the phrases “financial advisors” and “advisors” are employed to refer to registered reps and/or investment decision advisor reps affiliated with LPL Fiscal LLC. We routinely disclose facts that may well be important to shareholders in the “Investor Relations” or “Press Releases” section of our site.
EQ Private Prosperity Advisors, The Fiscal Expert services Community and LPL Fiscal are independent entities.
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