CHARLOTTE, N.C., Oct. 13, 2021 (World NEWSWIRE) — LPL Money LLC today declared that seven of its affiliated monetary advisors have been acknowledged as a Top rated Wealth Advisor Mother on a checklist a short while ago published by Working Mom magazine and SHOOK Investigate.
Advisors highlighted on this yearly checklist are amongst 500 of the most effective mothers operating in wealth administration. They each take care of little ones 21 years or more youthful still living in their residence, all the when helping families and firms work toward their monetary ambitions. The rating assesses each advisor’s most effective methods and essential organization factors such as their company models, investing course of action, person earnings stream, consumer retention rate and property beneath administration*.
LPL advisors acknowledged on the 2021 checklist are:
- Julia Carlson, Money Flexibility Wealth Administration Team, Newport, Ore.
- Sarah Carlson, Fulcrum Money Team, Spokane, Clean.
- Sandra Cho, Pointwealth Capital Administration, Encino, Calif.
- Laila Pence, Pence Wealth Administration, Newport Seashore, Calif.
- Winnie Solar, Solar Team Wealth Companions, Irvine, Calif.
- Anh Tran, SageMint Wealth, Orange, Calif.
- Joan Valenti, Valenti Wealth Administration, Farmington, Conn.
“On behalf of the LPL household, I extend our warmest congratulations and utmost admiration to these really effective operating mothers, whose enthusiasm for serving their customers proceeds to drive constructive impression in our culture,” stated Angela Xavier, LPL Money govt vice president, Unbiased Advisor Services. “These women, with their forward-pondering frame of mind and solid entrepreneurial spirit, are all pivotal to the success of their methods. It is an honor for us to supply them with the assist and independence necessary to operate thriving methods and improve their consumer bases, when maintaining a healthy work-existence harmony. We are very pleased to get in touch with them our associates, and we glance forward to their continued success.”
See the comprehensive checklist of 2021 Top rated Wealth Advisor Moms.
About LPL Money
LPL Money (Nasdaq: LPLA) was launched on the theory that the company must work for the advisor, and not the other way all around. Currently, LPL is a leader** in the markets we provide, supporting additional than 19,000 monetary advisors, 800 institution-based mostly financial commitment programs and 450 impartial RIA firms nationwide. We are steadfast in our motivation to the advisor-centered model and the perception that Us residents should have entry to aim steering from a monetary advisor. At LPL, independence usually means that advisors have the independence they should have to pick the organization model, companies, and technological know-how means that enable them to operate their perfect exercise. And they have the independence to regulate their consumer relationships, for the reason that they know their customers most effective. Only place, we take care of our advisors, so they can take care of their customers.
*SHOOK Investigate regarded as women advisors with a youngster 21 or more youthful still living at residence. Ranking algorithm is based mostly on qualitative actions derived from telephone and in-man or woman interviews and surveys: company models, investing course of action, consumer retention, industry practical experience, critique of compliance records, company nominations, and many others. and quantitative standards, such as property beneath administration and earnings generated for their firms. Financial commitment functionality is not a criterion for the reason that consumer aims and danger tolerances fluctuate, and advisors not often have audited functionality stories. Neither SHOOK nor Working Mom Media receives payment from the advisors or their firms in trade for placement on a rating. Rankings are based mostly on the views of SHOOK Investigate LLC and not indicative of future functionality or agent of any one client’s practical experience the firm’s investigation and rankings supply views for how to pick the proper monetary advisor. Past functionality is not an indicator of future outcomes.
**Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Unbiased Broker-Seller in the U.S (Based on whole revenues, Money Planning magazine 1996-2021) No. one service provider of third-occasion brokerage companies to banking companies and credit rating unions (2020-2021 Kehrer Bielan Investigate & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
Securities and advisory companies provided by way of LPL Money LLC, an SEC- registered broker-seller and financial commitment advisor. Member FINRA/SIPC.
All over this interaction, the conditions “financial advisors” and “advisors” are utilized to refer to registered associates and/or financial commitment advisor associates affiliated with LPL Money LLC. We routinely disclose data that may possibly be significant to shareholders in the “Investor Relations” or “Press Releases” segment of our internet site.
LPL Money, Working Mom, SHOOK Investigate and the advisor firms mentioned are all individual entities.
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