Seven LPL Financial Advisors Recognized by Forbes as Top Next-Gen Advisors
CHARLOTTE, N.C., Oct. 07, 2021 (Globe NEWSWIRE) — LPL Money LLC congratulates the 7 LPL-affiliated money advisors named to the 2021 Forbes Top Future-Gen Wealth Advisors checklist.
- Patrick Deeg, Marks Team Wealth Administration, Minnetonka, Minn.
- Alex Lewis, Blackbridge Money, Irmo, S.C.
- Craig Macomber, Stratos Wealth Companions, Irvine, Calif.
- Jason Priebe, Priebe Wealth, Maple Grove, Minn.
- Matthew Riesenweber, Cornerstone Wealth Techniques, Kennewick, Clean.
- Eugene Songy, South Louisiana Money Companies, LLC, Cut Off, La.
- Marc Specht, PM Wealth Administration, New York, N.Y.
“On behalf of LPL, I congratulate this team of advisors for their commitment to supporting the in depth requires of their purchasers,” claimed Angela Xavier, LPL govt vice president, Impartial Advisor Companies. “We are proud to husband or wife with such gifted individuals representing the next era main our business ahead.”
Chosen from virtually four,000 nominations, advisors identified in the Forbes Future-Gen Wealth Advisors checklist were being chosen based on insights from SHOOK Study, acquired by way of an algorithm of qualitative criterion and quantitative information. Capable advisors should be underneath forty and have a minimum amount of 4 years’ expertise, and they were being judged on requirements such as provider model, business expertise, profits tendencies, client retention and belongings underneath administration*.
See the finish checklist of Forbes 2021 Top Future-Gen Wealth Advisors.
About LPL Money
LPL Money (Nasdaq: LPLA) was started on the basic principle that the organization ought to operate for the advisor, and not the other way about. Nowadays, LPL is a chief** in the markets we provide, supporting more than 19,000 money advisors, 800 establishment-based expense systems and 450 independent RIA companies nationwide. We are steadfast in our commitment to the advisor-centered model and the perception that Individuals are entitled to entry to goal direction from a money advisor. At LPL, independence usually means that advisors have the independence they are entitled to to select the business model, expert services, and technological innovation means that enable them to operate their excellent apply. And they have the independence to deal with their client interactions, for the reason that they know their purchasers most effective. Simply just place, we acquire treatment of our advisors, so they can acquire treatment of their purchasers.
*The Forbes Future-Gen Wealth Advisors rankings, designed by SHOOK Study, are based on an algorithm of qualitative criterion, primarily acquired by way of phone and in-person because of diligence interviews, and quantitative information. All those advisors that are considered have a minimum amount of 4 years’ expertise, and the algorithm weighs aspects like profits tendencies, belongings underneath administration, compliance documents, business expertise and all those that encompass the maximum benchmarks of most effective procedures. Portfolio performance is not a criterion because of to various client targets and deficiency of audited information. Neither Forbes nor SHOOK receive a charge in trade for rankings.
**Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Impartial Broker-Vendor in the U.S (Primarily based on complete revenues, Money Arranging magazine June 1996-2020) No. 1 supplier of third-social gathering brokerage expert services to financial institutions and credit rating unions (2020-2021 Kehrer Bielan Study & Consulting Annual TPM Report) Fortune 500 as of June 2021
Securities and advisory expert services presented by way of LPL Money LLC, an SEC- registered broker-dealer and expense advisor. Member FINRA/SIPC.
Throughout this communication, the terms “financial advisors” and “advisors” are utilized to refer to registered associates and/or expense advisor associates affiliated with LPL Money LLC. We routinely disclose data that may possibly be important to shareholders in the “Investor Relations” or “Press Releases” part of our web site.
LPL Money, Forbes, SHOOK Study and the advisor companies mentioned are all separate entities.
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