Alia Wealth Partners Joins LPL Strategic Wealth Services
CHARLOTTE, N.C., Oct. 06, 2021 (Globe NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) declared today that Lindsey D. Rhea CFP® of Alia Wealth Associates has joined LPL Financial’s broker-supplier, company registered investment advisor (RIA) and custodial platforms, affiliating with LPL’s Strategic Wealth Solutions (SWS) product. She noted obtaining served approximately $260 million in advisory, brokerage and retirement plan belongings*. She joins LPL from Wells Fargo Advisors Financial Community.
Based mostly in Germantown, Tenn., Rhea, 36, is an recognized, subsequent-generation advisor who released her very own follow in 2018. As Owner and Wealth Strategist of Alia Wealth Associates, Rhea will work intently with her purchasers to formulate investment strategies and options designed to match each and every individual’s particular goals and aims. Her accomplishment has led to a lot of industry awards, together with 2020 and 2021 Forbes Top Women Wealth Advisor, 2019-2021 Forbes Finest-In-State Wealth Advisor and 2019 Forbes Next-Gen Finest-In-State Wealth Advisor. She is joined at Alia by Director of Shopper Solutions, Leslie M. Parker and Director of First Impressions, Jennifer K. Locke.
Wanting to elevate her clients’ activities and options for long term development, Rhea selected to lover with LPL’s Strategic Wealth Solutions supplying. “We went by way of an in depth because of diligence method and LPL seriously stood out for the depth of means supplied,” Rhea said. “LPL is a effectively-oiled device and checked the containers for all the answers I was searching for. My leading priority was the means to greatly enhance the shopper encounter by furnishing them with innovative new tools they can use to easily access their account info.”
With the additional layer of aid from SWS, Rhea thinks she and her workforce will also have enhanced activities. All SWS advisors have access to LPL’s built-in wealth administration platform and innovative means designed to enable them prosper. In addition, they acquire ongoing, customized aid for everyday functions and extended-expression small business administration, together with a dedicated small business strategist, CFO, and marketing and advertising, service and administrative aid. “LPL’s SWS workforce is an extended section of my follow so that we really do not have to do almost everything on our very own,” Rhea said. “It is refreshing to have dedicated aid from SWS workforce customers with different skillsets, who are specialists in their subject, taking some of the issues off my plate so I can focus on my purchasers.”
Rhea built the transfer to LPL with options for extended-expression development in buy to aid purchasers for generations to occur. She said, “What we’re carrying out right here is placing the phase for the long term of this small business. I want to expand our workplace, and this changeover is a way for me to action back, make guaranteed I’m partnered with the correct affiliate, meet up with new advisors and seriously develop out the Alia brand.”
Outside of function, Rhea is deeply concerned in her neighborhood. She is board chairman for Memphis Oral College for the Deaf, as effectively as an active member of the Leadership Germantown Board, the Memphis Chapter of National Association of Women Company Proprietors, and the Germantown Area Chamber of Commerce, amongst some others. She also volunteers on the Advisory Board for the University of Memphis Sigma Kappa Sorority Chapter.
Scott Posner, LPL govt vice president, Company Improvement, said, “We warmly welcome Lindsey and her workforce to the LPL neighborhood, and are honored they turned to us as they thoughtfully prepare for the subsequent chapter in their small business. We are fully commited to furnishing advisors with top versatility and customized fashionable answers as they develop their great follow. For our SWS advisors, we have taken skills throughout a number of complex areas to present them with a dedicated aid workforce to enable them elevate the shopper encounter, differentiate their small business and accelerate the accomplishment of their follow. We glance ahead to a extended-lasting, successful and enjoyable partnership with Alia Wealth Associates.”
Study extra about Alia Wealth Associates.
Advisors, locate an LPL small business development representative near you.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the basic principle that the firm really should function for the advisor, and not the other way close to. Today, LPL is a leader** in the marketplaces we serve, supporting extra than 19,000 economic advisors, 800 establishment-centered investment programs and 450 unbiased RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered product and the belief that Us citizens should have access to goal steerage from a economic advisor. At LPL, independence suggests that advisors have the flexibility they should have to decide on the small business product, providers, and technological know-how means that allow for them to operate their great follow. And they have the flexibility to deal with their shopper relationships, mainly because they know their purchasers ideal. Basically place, we just take care of our advisors, so they can just take care of their purchasers.
** Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Unbiased Broker-Vendor in the U.S (Based mostly on complete revenues, Financial Preparing journal 1996-2021) No. one company of 3rd-party brokerage providers to banks and credit unions (2020-2021 Kehrer Bielan Investigation & Consulting Annual TPM Report) Fortune 500 as of June 2021
*Based mostly on prior small business and signifies belongings that would have been custodied at LPL Financial, fairly than 3rd-party custodians. Documented belongings and shopper numbers have not been independently and completely verified by LPL Financial.
Securities and advisory providers supplied by way of LPL Financial LLC, an SEC- registered broker-supplier and investment advisor. Member FINRA/ SIPC
Through this interaction, the conditions “financial advisors” and “advisors” are utilized to refer to registered associates and/or investment advisor associates affiliated with LPL Financial LLC. We routinely disclose info that could be significant to shareholders in the “Investor Relations” or “Press Releases” part of our web page.
Alia Wealth Associates and LPL Financial are individual entities.
The Forbes position of America’s Top Women Wealth Advisors, designed by SHOOK Investigation, is centered on an algorithm of qualitative and quantitative knowledge, score countless numbers of wealth advisors with a minimum amount of seven several years of encounter and weighing variables like profits traits, belongings beneath administration, compliance information, industry encounter and ideal techniques figured out by way of telephone and in-human being interviews.
The Forbes position of Top Next-Era Wealth Advisors, designed by SHOOK Investigation, is centered on an algorithm of qualitative and quantitative knowledge, score countless numbers of wealth advisors born in or following 1980. Advisors are interviewed by telephone and in human being to examine service styles, investing method, encounter levels and integrity. Added variables viewed as include things like compliance document, shopper retention, revenues generated for their corporations and belongings managed.
The Forbes Finest-In-State Wealth Advisor position, designed by SHOOK Investigation, is centered on in-human being and telephone because of diligence meetings and a position algorithm that consists of: shopper retention, industry encounter, evaluation of compliance information, firm nominations and quantitative conditions, together with: belongings ben
eath administration and profits generated for their corporations.
In all three rankings, portfolio effectiveness is not a criterion because of to various shopper aims and lack of audited knowledge. Neither Forbes nor SHOOK Investigation gets a cost in exchange for rankings.
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