October 4, 2023


Make Every Business

All Women Team, Taylor Wealth Management, Joins LPL Financial

CHARLOTTE, N.C., Aug. 31, 2021 (World NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) announced these days that money advisor Allison Taylor and the staff at Taylor Prosperity Administration have joined LPL Financial’s broker-dealer, corporate registered financial investment advisor (RIA) and custodial platforms. Taylor noted having served approximately $295 million in advisory and brokerage assets*. She joins LPL from Wells Fargo Advisors.

Taylor’s mission and dedication to her customers is to usually maintain going forward—something she’s saved entrance of thoughts all through her complete vocation. She started as a personal loan agent at a community lender in advance of rapidly recognizing that she was greater suited for a vocation as a money advisor. “I love setting up associations that span generations and realizing that my perform makes a substantial variation in each and every client’s existence,” Taylor reported.

In excess of the final two many years, Taylor designed her practice from the floor up though consistently being reminded that she is component of a seriously male-dominated industry. Referencing a report from Cerulli that states just 18.1 percent of money advisors are women of all ages, Taylor reported, “It’s however very substantially a man’s entire world. You have to be excellent to contend. I worked 6 times a week, drove an hour each and every way to my initial occupation and experienced two infants though attempting to turn out to be a money advisor. But it is been the most satisfying vocation, and I’m so proud of the staff I’ve designed.”

Based in Huntington Seashore, Calif., the Taylor Prosperity Administration staff also features Taylor’s daughter, Jordan McDole, who serves as the firm’s operations supervisor, and Kaitlyn Chuong, consumer romantic relationship supervisor. The trio of women of all ages make it a priority to understand each and every client’s exceptional money predicament, and they acquire a arms-on strategy to aiding customers develop in depth money programs. Instruction is another essential emphasis for Taylor, as she makes a point to split down advanced ideas to enable customers greater understand the money landscape.

In the spirit of usually going forward, Taylor selected to shift her business to LPL as she commences a new journey as an independent money advisor. “My values align with LPL and I actually recognize that LPL’s culture is all about supporting the advisor,” she reported. “With this shift, I imagine I will have more flexibility to place my clients’ best desire initial, along with the versatility to construct out my practice as I see in good shape.”

Taylor also appreciates the ability to brand her business, and seems forward to having more of a group existence. She programs to keep regular money instruction workshops and will also construct out a robust, individualized web site to involve a understanding middle with valuable information and facts that could gain her customers and the community.

In going to LPL, she regarded the firm’s dedication to variety and seems forward to becoming a member of LPL’s group of women of all ages advisors. “I’d love to be a mentor and an case in point to display other women of all ages that they can be excellent business homeowners and operate an moral practice, without the need of having to compromise on integrity,” Taylor reported.

Scott Posner, LPL government vice president, Company Enhancement, said, “We prolong a warm welcome to Allison, Jordan and Kaitlyn and are honored they turned to LPL to create their best practice. We understand what it requires for advisors to thrive in the independent place, and we are fully commited to creating investments in innovative know-how and robust business alternatives developed to enable them differentiate their business and acquire care of their customers. We are also deeply fully commited to fostering connections among our advisors and welcome Allison to LPL’s active women advisor business group. We want her excellent results in the launch to independence and look forward to a very long-long lasting romantic relationship with Taylor Prosperity Administration.”

Find out more how LPL supports Women Advisors.

Examine about other companies that not long ago joined LPL in the LPL Financial Information and Media portion of LPL.com.

Advisors, come across an LPL business enhancement representative near you.

About LPL Financial
LPL Financial (Nasdaq: LPLA) was established on the theory that the company need to perform for the advisor, and not the other way all around. These days, LPL is a leader** in the marketplaces we serve, supporting more than 19,000 money advisors, 800 institution-based mostly financial investment packages and 450 independent RIA companies nationwide. We are steadfast in our dedication to the advisor-centered design and the perception that Us residents ought to have entry to objective assistance from a money advisor. At LPL, independence suggests that advisors have the flexibility they ought to have to pick out the business design, products and services, and know-how means that let them to operate their best practice. And they have the flexibility to regulate their consumer associations, mainly because they know their customers best. Just place, we acquire care of our advisors, so they can acquire care of their customers.

** Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Vendor in the U.S (Based on complete revenues, Financial Arranging magazine June 1996-2021) No. 1 supplier of third-party brokerage products and services to financial institutions and credit history unions (2020-2021 Kehrer Bielan Analysis & Consulting Annual TPM Report) Fortune 500 as of June 2021

*Based on prior business and signifies assets that would have been custodied at LPL Financial, fairly than third-party custodians. Claimed assets and consumer figures have not been independently and totally verified by LPL Financial.

Securities and advisory products and services available by LPL Financial LLC, an SEC- registered broker-dealer and financial investment advisor. Member FINRA/ SIPC

Through this conversation, the phrases “financial advisors” and “advisors” are made use of to refer to registered associates and/or financial investment advisor associates affiliated with LPL Financial LLC. We routinely disclose information and facts that may possibly be vital to shareholders in the “Investor Relations” or “Press Releases” portion of our web site.

Taylor Prosperity Administration and LPL Financial are individual entities.

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Media Make contact with:
Lauren Hoyt-Williams
(980) 321-1232
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