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,
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