May 21, 2024


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Four LPL Advisors Named to Barron’s Top 100 Independent Financial Advisors List for 2021

CHARLOTTE, N.C., Sept. 23, 2021 (World NEWSWIRE) — LPL Economical LLC (Nasdaq: LPLA) these days announced the inclusion of four LPL-affiliated advisors on Barron’s once-a-year record of Top rated 100 Impartial Economical Advisors, including Charles Zhang*, rose from next place very last calendar year to the assert the best place on the 2021 record.

LPL advisors honored incorporate:

  • #1 Charles Zhang
  • #25 Susan Kaplan
  • #32 Laila Pence
  • #65 Andy Schwartz

“We are happy to see the challenging perform and determination of these advisors’ acknowledged calendar year following calendar year,” explained Angela Xavier, LPL govt vice president, Impartial Advisor Solutions. “I want to congratulate Charles, Susan, Laila and Andy for their continued potential to demonstrate superb leadership, offer you compassionate tips and supply continued outcomes for their clients. The independent design is turning into increasingly extra attractive to monetary advisors as it presents option, transparency and liberty in how they operate. We proudly guidance our independent advisors and are dedicated to furnishing them with partnership as a result of sector-primary capabilities and robust small business means designed to assist them prosper.”

The Top rated 100 record steps candidates as a result of assets underneath administration, profits created for the organization and the overall excellent of the advisor’s follow. In accordance to Barron’s, the purpose is to shine a highlight on the nation’s finest monetary advisors, with an eye toward elevating specifications in the sector.

About LPL Economical
LPL Economical (Nasdaq: LPLA) was launched on the basic principle that the organization should really perform for the advisor, and not the other way close to. These days, LPL is a chief** in the markets we provide, supporting extra than 19,000 monetary advisors, 800 institution-dependent financial investment applications and 450 independent RIA companies nationwide. We are steadfast in our determination to the advisor-centered design and the perception that People in america ought to have accessibility to objective direction from a monetary advisor. At LPL, independence means that advisors have the liberty they ought to have to pick the small business design, solutions, and technologies means that allow for them to operate their perfect follow. And they have the liberty to deal with their shopper associations, since they know their clients finest. Merely set, we just take care of our advisors, so they can just take care of their clients. 

** Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Impartial Broker-Supplier in the U.S (Centered on overall revenues, Economical Scheduling journal June 1996-2020) No. 1 company of 3rd-occasion brokerage solutions to banks and credit score unions (2020-2021 Kehrer Bielan Investigate & Consulting Annual TPM Report) Fortune five hundred as of June 2021

Securities and advisory solutions made available as a result of LPL Economical LLC, an SEC- registered broker-supplier and financial investment advisor. Member FINRA/SIPC. 

During this communication, the conditions “financial advisors” and “advisors” are utilized to refer to registered representatives and/or financial investment advisor representatives affiliated with LPL Economical LLC. We routinely disclose information that may well be vital to shareholders in the “Investor Relations” or “Press Releases” portion of our site.

LPL Economical, Barron’s and the advisor companies shown are all individual entities.

* Charles Zhang is a Economical Advisor of Zhang Economical, a registered financial investment advisor organization that utilizes LPL Economical for Custodial solutions. Zhang Economical and LPL Economical are individual entities.

A entire rationalization of the methodologies for these awards can be found here.
The 2021 Barron’s Top rated 100 Impartial Advisors award also usually takes into thing to consider a wide assortment of qualitative variables, including the advisors’ working experience, their state-of-the-art levels and sector designations, the dimensions, form, and diversity of their teams, their charitable and philanthropic perform and, of class, their compliance data.

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Lauren Hoyt-Williams
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