CHARLOTTE, N.C., Oct. 06, 2021 (Globe NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) declared these days that Lindsey D. Rhea CFP® of Alia Prosperity Associates has joined LPL Financial’s broker-vendor, company registered expenditure advisor (RIA) and custodial platforms, affiliating with LPL’s Strategic Prosperity Expert services (SWS) model. She claimed having served somewhere around $260 million in advisory, brokerage and retirement system assets*. She joins LPL from Wells Fargo Advisors Financial Network.
Based mostly in Germantown, Tenn., Rhea, 36, is an recognized, upcoming-era advisor who introduced her own apply in 2018. As Proprietor and Prosperity Strategist of Alia Prosperity Associates, Rhea works closely with her purchasers to formulate expenditure approaches and alternatives designed to match just about every individual’s particular aims and goals. Her results has led to a lot of industry awards, such as 2020 and 2021 Forbes Major Women of all ages Prosperity Advisor, 2019-2021 Forbes Ideal-In-Condition Prosperity Advisor and 2019 Forbes Future-Gen Ideal-In-Condition Prosperity Advisor. She is joined at Alia by Director of Customer Expert services, Leslie M. Parker and Director of To start with Impressions, Jennifer K. Locke.
Looking to elevate her clients’ ordeals and strategies for long term development, Rhea chose to lover with LPL’s Strategic Prosperity Expert services giving. “We went via an considerable because of diligence process and LPL actually stood out for the depth of methods made available,” Rhea reported. “LPL is a effectively-oiled machine and checked the packing containers for all the answers I was on the lookout for. My top rated precedence was the potential to enhance the shopper knowledge by offering them with modern new resources they can use to effortlessly accessibility their account information and facts.”
With the added layer of help from SWS, Rhea believes she and her crew will also have increased ordeals. All SWS advisors have accessibility to LPL’s built-in prosperity administration platform and modern methods designed to help them thrive. In addition, they get ongoing, individualized help for day by day operations and lengthy-expression organization administration, such as a dedicated organization strategist, CFO, and marketing, support and administrative help. “LPL’s SWS crew is an prolonged part of my apply so that we do not have to do all the things on our own,” Rhea reported. “It is refreshing to have dedicated help from SWS crew users with various skillsets, who are authorities in their subject, having some of the factors off my plate so I can concentration on my purchasers.”
Rhea made the transfer to LPL with strategies for lengthy-expression development in purchase to help purchasers for generations to come. She reported, “What we’re accomplishing here is location the stage for the long term of this organization. I want to increase our business, and this transition is a way for me to stage again, make positive I’m partnered with the ideal affiliate, satisfy new advisors and actually construct out the Alia model.”
Exterior of do the job, Rhea is deeply included in her community. She is board chairman for Memphis Oral University for the Deaf, as effectively as an energetic member of the Leadership Germantown Board, the Memphis Chapter of National Affiliation of Women of all ages Enterprise Entrepreneurs, and the Germantown Space Chamber of Commerce, amongst other folks. She also volunteers on the Advisory Board for the College of Memphis Sigma Kappa Sorority Chapter.
Scott Posner, LPL govt vice president, Enterprise Improvement, said, “We warmly welcome Lindsey and her crew to the LPL community, and are honored they turned to us as they thoughtfully get ready for the upcoming chapter in their organization. We are committed to offering advisors with greatest adaptability and individualized modern day answers as they construct their perfect apply. For our SWS advisors, we’ve taken abilities throughout many elaborate places to offer them with a dedicated help crew to help them elevate the shopper knowledge, differentiate their organization and accelerate the results of their apply. We search forward to a lengthy-long lasting, productive and interesting partnership with Alia Prosperity Associates.”
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About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the theory that the agency must do the job for the advisor, and not the other way around. Now, LPL is a leader** in the markets we serve, supporting additional than 19,000 economic advisors, 800 establishment-centered expenditure plans and 450 unbiased RIA firms nationwide. We are steadfast in our dedication to the advisor-centered model and the belief that People are entitled to accessibility to goal advice from a economic advisor. At LPL, independence suggests that advisors have the freedom they are entitled to to select the organization model, providers, and technological innovation methods that allow them to run their perfect apply. And they have the freedom to regulate their shopper interactions, for the reason that they know their purchasers ideal. Simply just set, we acquire care of our advisors, so they can acquire care of their purchasers.
** Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Impartial Broker-Seller in the U.S (Based mostly on total revenues, Financial Arranging magazine 1996-2021) No. one company of third-party brokerage providers to banking companies and credit unions (2020-2021 Kehrer Bielan Analysis & Consulting Yearly TPM Report) Fortune 500 as of June 2021
*Based mostly on prior organization and signifies assets that would have been custodied at LPL Financial, fairly than third-party custodians. Described assets and shopper figures have not been independently and absolutely verified by LPL Financial.
Securities and advisory providers made available via LPL Financial LLC, an SEC- registered broker-vendor and expenditure advisor. Member FINRA/ SIPC
Through this conversation, the conditions “financial advisors” and “advisors” are employed to refer to registered representatives and/or expenditure advisor representatives affiliated with LPL Financial LLC. We routinely disclose information and facts that may well be critical to shareholders in the “Investor Relations” or “Press Releases” portion of our web site.
Alia Prosperity Associates and LPL Financial are independent entities.
The Forbes position of America’s Major Women of all ages Prosperity Advisors, designed by SHOOK Analysis, is centered on an algorithm of qualitative and quantitative facts, rating 1000’s of prosperity advisors with a minimum of seven a long time of knowledge and weighing factors like income trends, assets beneath administration, compliance records, industry knowledge and ideal techniques learned via phone and in-particular person interviews.
The Forbes position of Major Future-Era Prosperity Advisors, designed by SHOOK Analysis, is centered on an algorithm of qualitative and quantitative facts, rating 1000’s of prosperity advisors born in or after 1980. Advisors are interviewed by phone and in particular person to consider support styles, investing process, knowledge ranges and integrity. Further factors regarded contain compliance report, shopper retention, revenues manufactured for their firms and assets managed.
The Forbes Ideal-In-Condition Prosperity Advisor position, designed by SHOOK Analysis, is centered on in-particular person and phone because of diligence meetings and a position algorithm that features: shopper retention, industry knowledge, critique of compliance records, agency nominations and quantitative requirements, such as: assets beneath administration and income generated for their firms.
In all three rankings, portfolio general performance is not a criterion because of to different shopper goals and absence of audited facts. Neither Forbes nor SHOOK Analysis receives a rate in trade for rankings.
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