CHARLOTTE, N.C., Feb. 09, 2022 (World NEWSWIRE) — LPL Money LLC (Nasdaq:LPLA) congratulates the 26 LPL-affiliated advisors who have been recognized on the 2022 Forbes Best Ladies Prosperity Advisors and Top rated Ladies Wealth Advisors Very best-in-State lists. These studies determine U.S.-primarily based woman financial advisors who are foremost the way in supplying money advice and ideal techniques to their purchasers, in accordance to Forbes.
The pursuing ladies have been recognized as equally Prime 100 Women of all ages Wealth Advisors and Top rated Girls Prosperity Advisors Best-in-Point out:
- Laila Pence, Pence Wealth Management, Newport Seaside, Calif.
- Kay Lynn Mayhue, Merit Monetary Advisors, Alpharetta, Ga.
- Susan Kaplan, Kaplan Fiscal Products and services, Newton, Mass.
- Deborah Danielson, Danielson Financial Team, Las Vegas
20-two advisors have been named to the Very best-in-Condition list:
- Sandra Cho, Pointwealth Cash Administration, Encino, Calif.
- Loreen Gilbert, WealthWise Economic Products and services, Irvine, Calif.
- Kristina Kuprina, Sequoia Wealth Advisors & Expense Administration, San Jose, Calif.
- Anh Tran, SageMint Prosperity, Orange, Calif.
- Lori Cost, Rate Economical Team, Wilton, Conn.
- Joan Valenti, LPL Economic, Farmington, Conn.
- Karen Lee, Karen Lee and Associates, Atlanta
- Judy VanArsdale, Lakeview Prosperity Administration, Deer Park, Sick.
- Gina Bolvin Bernarduci, Bolvin Prosperity, Boston
- Deborah Goodman, Goodman Advisory Group, Needham, Mass.
- Lisa Guzek Montagne, LGM Prosperity Administration, Bloomington, Minn.
- Barbara Ginty, Impartial Money Companies, Kingston, N.Y.
- Mackenzie Marshall, LPL Monetary, Hudson, Ohio
- Amy Valentine, Prepared Financial Solutions, Brecksville, Ohio
- Yuanyuan Yang, Planned Financial Expert services, Cleveland
- Julia Carlson, Money Independence Wealth Management Team, Newport, Ore.
- Kristy Motta, Consolidated Fiscal Management, Beaverton, Ore.
- Lisa Bodine, Penn Wealth Preparing, New Hope, Pa.
- Leslie Williams, Very first Monetary Networks, Inc., Exton, Pa.
- Susan Wilkinson, Wilkinson Wealth Administration LLC, Charlottesville, Va.
- Sarah Carlson, Fulcrum Monetary Team, Spokane, Clean.
- Lori Watt, IAG Prosperity Companions, Waukesha, Wis.
“On behalf of the LPL crew, I congratulate just about every of these females for efficiently leveraging the impartial system to improve their careers and empower shoppers in the course of the nation in pursuit of their economical objectives,” explained Angela Xavier, LPL executive vice president, Independent Advisor Services. “Women are an crucial aspect of the evolving advisor market, and we are dedicated to ensuring they have the resources, capabilities and insights to properly serve the personalized requires of their clients and grow productive corporations. We desire each of the Forbes honorees continued results, and benefit their ongoing enter and opinions so we can proceed to improve price in their LPL connection.”
Forbes’ annual lists are compiled with insights from SHOOK Investigation. Advisors are selected based on quantitative and qualitative information, and are assessed on a wide variety of conditions, including in-particular person interviews, several years of expertise, compliance data and property under management**.
See the complete 2022 Forbes Top rated Girls Prosperity Advisors record here. The Prime Women Prosperity Advisors Best-in-State listing can be accessed here.
About LPL Financial:
LPL Economic (Nasdaq: LPLA) was founded on the theory that the firm really should get the job done for the advisor, and not the other way close to. Today, LPL is a leader in the markets we serve,* supporting practically 20,000 money advisors, and roughly 800 establishment-primarily based financial investment applications and 500 unbiased RIA companies nationwide. We are steadfast in our commitment to the advisor-centered design and the belief that People in america have earned access to individualized guidance from a money advisor. At LPL, independence indicates that advisors have the freedom they are entitled to to pick out the business design, expert services, and engineering assets that allow for them to operate their excellent observe. And they have the liberty to manage their consumer relationships, mainly because they know their shoppers finest. Merely put, we consider care of our advisors, so they can choose treatment of their customers.
*Leading RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Independent Broker-Seller in the U.S (Dependent on whole revenues, Money Preparing journal 1996-2021) No. 1 company of 3rd-celebration brokerage products and services to financial institutions and credit score unions (2020-2021 Kehrer Bielan Investigation & Consulting Once-a-year TPM Report) Fortune 500 Firm as of June 2021. LPL and its affiliated companies provide fiscal products and services only from the United States.
**The Forbes rating of America’s Top rated Females Prosperity Advisors and Leading Girls Wealth Advisors Most effective-in-State, made by SHOOK Study, is dependent on an algorithm of qualitative and quantitative info, ranking hundreds of wealth advisors with a bare minimum of 7 a long time of experience and weighing aspects like revenue tendencies, property beneath administration, compliance records, business experience and very best procedures acquired by phone and in-individual interviews. Portfolio effectiveness is not a criterion thanks to varying consumer objectives and deficiency of audited facts. Neither Forbes nor SHOOK receives a rate in exchange for rankings.
Securities and advisory products and services supplied through LPL Money LLC, an SEC-registered broker-vendor and investment advisor. Member FINRA/ SIPC.
In the course of this communication, the conditions “financial advisors” and “advisors” are applied to refer to registered associates and/or investment decision advisor associates affiliated with LPL Monetary LLC. We routinely disclose information and facts that may be critical to shareholders in the “Investor Relations” or “Press Releases” segment of our site.
LPL Financial, Forbes, SHOOK Investigation and the advisor firms outlined are different entities.
This award does not examine the good quality of services presented to customers and is not indicative of this advisor’s potential general performance. Neither LPL Financial nor the advisors fork out a rate to Forbes in trade for inclusion in the Top Females Wealth Advisors list.
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