CHARLOTTE, N.C., Feb. 09, 2022 (Globe NEWSWIRE) — LPL Money LLC (Nasdaq:LPLA) congratulates the 26 LPL-affiliated advisors who have been identified on the 2022 Forbes Top Women Wealth Advisors and Leading Women Prosperity Advisors Ideal-in-Condition lists. These reports determine U.S.-based mostly female economical advisors who are primary the way in presenting fiscal information and greatest procedures to their clients, in accordance to Forbes.
The pursuing women of all ages have been recognized as both of those Prime 100 Women of all ages Prosperity Advisors and Best Gals Prosperity Advisors Most effective-in-State:
- Laila Pence, Pence Prosperity Administration, Newport Beach, Calif.
- Kay Lynn Mayhue, Advantage Fiscal Advisors, Alpharetta, Ga.
- Susan Kaplan, Kaplan Monetary Providers, Newton, Mass.
- Deborah Danielson, Danielson Fiscal Team, Las Vegas
20-two advisors have been named to the Finest-in-Condition checklist:
- Sandra Cho, Pointwealth Money Management, Encino, Calif.
- Loreen Gilbert, WealthWise Monetary Providers, Irvine, Calif.
- Kristina Kuprina, Sequoia Prosperity Advisors & Investment decision Administration, San Jose, Calif.
- Anh Tran, SageMint Wealth, Orange, Calif.
- Lori Price tag, Value Monetary Team, Wilton, Conn.
- Joan Valenti, LPL Economic, Farmington, Conn.
- Karen Lee, Karen Lee and Associates, Atlanta
- Judy VanArsdale, Lakeview Wealth Administration, Deer Park, Ill.
- Gina Bolvin Bernarduci, Bolvin Wealth, Boston
- Deborah Goodman, Goodman Advisory Group, Needham, Mass.
- Lisa Guzek Montagne, LGM Prosperity Management, Bloomington, Minn.
- Barbara Ginty, Unbiased Money Services, Kingston, N.Y.
- Mackenzie Marshall, LPL Economical, Hudson, Ohio
- Amy Valentine, Prepared Monetary Expert services, Brecksville, Ohio
- Yuanyuan Yang, Planned Economical Products and services, Cleveland
- Julia Carlson, Financial Independence Prosperity Management Group, Newport, Ore.
- Kristy Motta, Consolidated Financial Administration, Beaverton, Ore.
- Lisa Bodine, Penn Prosperity Setting up, New Hope, Pa.
- Leslie Williams, To start with Fiscal Networks, Inc., Exton, Pa.
- Susan Wilkinson, Wilkinson Prosperity Management LLC, Charlottesville, Va.
- Sarah Carlson, Fulcrum Monetary Group, Spokane, Wash.
- Lori Watt, IAG Wealth Partners, Waukesha, Wis.
“On behalf of the LPL group, I congratulate every of these ladies for effectively leveraging the impartial platform to improve their occupations and empower purchasers in the course of the region in pursuit of their fiscal plans,” stated Angela Xavier, LPL govt vice president, Impartial Advisor Products and services. “Women are an necessary portion of the evolving advisor market, and we are dedicated to ensuring they have the resources, capabilities and insights to successfully provide the customized requires of their consumers and increase prosperous businesses. We desire every of the Forbes honorees continued achievement, and benefit their ongoing input and feed-back so we can continue on to grow benefit in their LPL relationship.”
Forbes’ annual lists are compiled with insights from SHOOK Investigation. Advisors are picked primarily based on quantitative and qualitative facts, and are assessed on a variety of conditions, such as in-individual interviews, decades of knowledge, compliance data and assets underneath management**.
See the comprehensive 2022 Forbes Major Girls Prosperity Advisors listing in this article. The Leading Girls Wealth Advisors Greatest-in-Point out record can be accessed in this article.
About LPL Financial:
LPL Money (Nasdaq: LPLA) was established on the theory that the company need to get the job done for the advisor, and not the other way about. Right now, LPL is a leader in the markets we serve,* supporting nearly 20,000 economic advisors, and about 800 institution-centered investment programs and 500 unbiased RIA corporations nationwide. We are steadfast in our determination to the advisor-centered product and the perception that Us citizens deserve entry to personalised guidance from a fiscal advisor. At LPL, independence implies that advisors have the flexibility they ought to have to pick the small business design, expert services, and know-how means that enable them to run their fantastic practice. And they have the liberty to manage their customer interactions, due to the fact they know their customers very best. Merely place, we consider treatment of our advisors, so they can consider treatment of their clients.
*Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Independent Broker-Supplier in the U.S (Primarily based on complete revenues, Fiscal Arranging journal 1996-2021) No. 1 service provider of third-party brokerage providers to banking companies and credit score unions (2020-2021 Kehrer Bielan Exploration & Consulting Yearly TPM Report) Fortune 500 Business as of June 2021. LPL and its affiliated firms offer economical products and services only from the United States.
**The Forbes position of America’s Top rated Women of all ages Wealth Advisors and Leading Women of all ages Wealth Advisors Ideal-in-Point out, developed by SHOOK Investigation, is centered on an algorithm of qualitative and quantitative facts, ranking hundreds of wealth advisors with a minimum amount of seven many years of working experience and weighing elements like earnings traits, assets less than management, compliance documents, field knowledge and most effective procedures realized by means of phone and in-particular person interviews. Portfolio overall performance is not a criterion due to various consumer aims and lack of audited facts. Neither Forbes nor SHOOK gets a cost in exchange for rankings.
Securities and advisory solutions made available by means of LPL Money LLC, an SEC-registered broker-dealer and financial investment advisor. Member FINRA/ SIPC.
All through this communication, the conditions “financial advisors” and “advisors” are used to refer to registered representatives and/or financial commitment advisor associates affiliated with LPL Economic LLC. We routinely disclose facts that may possibly be significant to shareholders in the “Investor Relations” or “Press Releases” portion of our web page.
LPL Monetary, Forbes, SHOOK Investigate and the advisor companies detailed are separate entities.
This award does not assess the top quality of solutions presented to purchasers and is not indicative of this advisor’s upcoming efficiency. Neither LPL Money nor the advisors pay out a charge to Forbes in trade for inclusion in the Top Women Prosperity Advisors listing.
Join with Us!
Media Speak to: