CHARLOTTE, N.C., Oct. 07, 2021 (World NEWSWIRE) — LPL Money LLC congratulates the seven LPL-affiliated economic advisors named to the 2021 Forbes Top Subsequent-Gen Prosperity Advisors list.
- Patrick Deeg, Marks Team Prosperity Administration, Minnetonka, Minn.
- Alex Lewis, Blackbridge Money, Irmo, S.C.
- Craig Macomber, Stratos Prosperity Companions, Irvine, Calif.
- Jason Priebe, Priebe Prosperity, Maple Grove, Minn.
- Matthew Riesenweber, Cornerstone Prosperity Procedures, Kennewick, Wash.
- Eugene Songy, South Louisiana Money Expert services, LLC, Reduce Off, La.
- Marc Specht, PM Prosperity Administration, New York, N.Y.
“On behalf of LPL, I congratulate this team of advisors for their commitment to supporting the extensive requirements of their clientele,” mentioned Angela Xavier, LPL govt vice president, Unbiased Advisor Expert services. “We are happy to spouse with these types of proficient individuals representing the following era leading our sector forward.”
Chosen from just about 4,000 nominations, advisors acknowledged in the Forbes Subsequent-Gen Prosperity Advisors list had been selected based mostly on insights from SHOOK Research, obtained by means of an algorithm of qualitative criterion and quantitative facts. Capable advisors need to be underneath forty and have a bare minimum of 4 years’ experience, and they had been judged on requirements these types of as services product, sector experience, revenue developments, shopper retention and property underneath administration*.
See the finish list of Forbes 2021 Top Subsequent-Gen Prosperity Advisors.
About LPL Money
LPL Money (Nasdaq: LPLA) was established on the basic principle that the business need to work for the advisor, and not the other way close to. Right now, LPL is a leader** in the markets we serve, supporting more than 19,000 economic advisors, 800 establishment-based mostly financial commitment applications and 450 unbiased RIA firms nationwide. We are steadfast in our commitment to the advisor-centered product and the belief that Us residents deserve entry to goal direction from a economic advisor. At LPL, independence suggests that advisors have the liberty they deserve to pick the enterprise product, services, and engineering assets that permit them to operate their perfect exercise. And they have the liberty to take care of their shopper relationships, due to the fact they know their clientele most effective. Just place, we consider treatment of our advisors, so they can consider treatment of their clientele.
*The Forbes Subsequent-Gen Prosperity Advisors rankings, created by SHOOK Research, are based mostly on an algorithm of qualitative criterion, largely obtained by means of telephone and in-individual due diligence interviews, and quantitative facts. These advisors that are thought of have a bare minimum of 4 years’ experience, and the algorithm weighs elements like revenue developments, property underneath administration, compliance records, sector experience and those that encompass the highest benchmarks of most effective methods. Portfolio efficiency is not a criterion due to various shopper goals and lack of audited facts. Neither Forbes nor SHOOK get a fee in exchange for rankings.
**Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Unbiased Broker-Seller in the U.S (Based on total revenues, Money Organizing journal June 1996-2020) No. one service provider of third-get together brokerage services to banking companies and credit unions (2020-2021 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
Securities and advisory services available by means of LPL Money LLC, an SEC- registered broker-vendor and financial commitment advisor. Member FINRA/SIPC.
Throughout this conversation, the phrases “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 information and facts that may well be important to shareholders in the “Investor Relations” or “Press Releases” area of our website.
LPL Money, Forbes, SHOOK Research and the advisor firms stated are all individual entities.
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