CHARLOTTE, N.C., Oct. 07, 2021 (Globe NEWSWIRE) — LPL Financial LLC congratulates the seven LPL-affiliated fiscal advisors named to the 2021 Forbes Prime Next-Gen Wealth Advisors list.
- Patrick Deeg, Marks Group Wealth Management, Minnetonka, Minn.
- Alex Lewis, Blackbridge Financial, Irmo, S.C.
- Craig Macomber, Stratos Wealth Associates, Irvine, Calif.
- Jason Priebe, Priebe Wealth, Maple Grove, Minn.
- Matthew Riesenweber, Cornerstone Wealth Methods, Kennewick, Clean.
- Eugene Songy, South Louisiana Financial Services, LLC, Cut Off, La.
- Marc Specht, PM Wealth Management, New York, N.Y.
“On behalf of LPL, I congratulate this team of advisors for their determination to supporting the complete wants of their consumers,” claimed Angela Xavier, LPL govt vice president, Unbiased Advisor Services. “We are very pleased to lover with these proficient persons symbolizing the subsequent technology foremost our sector ahead.”
Picked from nearly 4,000 nominations, advisors acknowledged in the Forbes Next-Gen Wealth Advisors list had been picked primarily based on insights from SHOOK Research, gained by way of an algorithm of qualitative criterion and quantitative details. Qualified advisors should be underneath 40 and have a minimal of 4 years’ experience, and they had been judged on standards these as company product, sector experience, revenue trends, client retention and property underneath management*.
See the entire list of Forbes 2021 Prime Next-Gen Wealth Advisors.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was established on the basic principle that the business must function for the advisor, and not the other way close to. Nowadays, LPL is a chief** in the markets we provide, supporting more than 19,000 fiscal advisors, 800 establishment-primarily based financial commitment applications and 450 independent RIA corporations nationwide. We are steadfast in our determination to the advisor-centered product and the belief that Americans have earned entry to objective assistance from a fiscal advisor. At LPL, independence indicates that advisors have the freedom they have earned to pick out the company product, solutions, and engineering sources that enable them to run their great apply. And they have the freedom to handle their client associations, for the reason that they know their consumers very best. Simply just set, we choose treatment of our advisors, so they can choose treatment of their consumers.
*The Forbes Next-Gen Wealth Advisors rankings, produced by SHOOK Research, are primarily based on an algorithm of qualitative criterion, generally gained by way of telephone and in-particular person owing diligence interviews, and quantitative details. People advisors that are thought of have a minimal of 4 years’ experience, and the algorithm weighs things like revenue trends, property underneath management, compliance documents, sector experience and people that encompass the highest specifications of very best tactics. Portfolio efficiency is not a criterion owing to varying client aims and deficiency of audited details. Neither Forbes nor SHOOK acquire a fee in trade for rankings.
**Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Unbiased Broker-Dealer in the U.S (Centered on full revenues, Financial Organizing magazine June 1996-2020) No. 1 company of third-social gathering brokerage solutions to financial institutions and credit rating unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report) Fortune five hundred as of June 2021
Securities and advisory solutions made available by way of LPL Financial LLC, an SEC- registered broker-seller and financial commitment advisor. Member FINRA/SIPC.
In the course of this communication, the conditions “financial advisors” and “advisors” are made use of to refer to registered reps and/or financial commitment advisor reps affiliated with LPL Financial LLC. We routinely disclose facts that may be significant to shareholders in the “Investor Relations” or “Press Releases” section of our web-site.
LPL Financial, Forbes, SHOOK Research and the advisor corporations shown are all separate entities.
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