July 14, 2024


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LPL-Affiliated Advisors Honored as 2021 ‘Top Wealth Advisor Moms’

CHARLOTTE, N.C., Oct. thirteen, 2021 (World NEWSWIRE) — LPL Money LLC today introduced that seven of its affiliated monetary advisors have been acknowledged as a Major Prosperity Advisor Mother on a record not long ago revealed by Doing work Mother journal and SHOOK Research.

Advisors highlighted on this annual record are among the 500 of the most productive moms operating in wealth administration. They just about every acquire treatment of little ones 21 several years or youthful however dwelling in their property, all the though serving to family members and businesses get the job done toward their monetary plans. The rating assesses just about every advisor’s best tactics and elementary company parts these as their provider types, investing procedure, specific income stream, client retention rate and belongings below administration*.

LPL advisors acknowledged on the 2021 record are:

  • Julia Carlson, Money Freedom Prosperity Administration Group, Newport, Ore.
  • Sarah Carlson, Fulcrum Money Group, Spokane, Clean.
  • Sandra Cho, Pointwealth Capital Administration, Encino, Calif.
  • Laila Pence, Pence Prosperity Administration, Newport Seaside, Calif.
  • Winnie Solar, Solar Group Prosperity Associates, Irvine, Calif.
  • Anh Tran, SageMint Prosperity, Orange, Calif.
  • Joan Valenti, Valenti Prosperity Administration, Farmington, Conn.

“On behalf of the LPL spouse and children, I extend our warmest congratulations and utmost admiration to these hugely productive operating moms, whose passion for serving their consumers carries on to generate favourable effects in our society,” mentioned Angela Xavier, LPL Money govt vice president, Independent Advisor Solutions. “These women of all ages, with their ahead-wondering way of thinking and powerful entrepreneurial spirit, are all pivotal to the results of their tactics. It is an honor for us to deliver them with the guidance and independence required to run thriving tactics and reinforce their client bases, though sustaining a healthy get the job done-life harmony. We are proud to get in touch with them our associates, and we search ahead to their ongoing results.”

See the entire record of 2021 Major Prosperity Advisor Mothers.

About LPL Money
LPL Money (Nasdaq: LPLA) was founded on the principle that the firm must get the job done for the advisor, and not the other way about. Nowadays, LPL is a leader** in the marketplaces we serve, supporting additional than 19,000 monetary advisors, 800 establishment-dependent expenditure applications and 450 unbiased RIA firms nationwide. We are steadfast in our commitment to the advisor-centered design and the belief that People in america should have accessibility to goal direction from a monetary advisor. At LPL, independence usually means that advisors have the liberty they should have to pick the company design, solutions, and technological innovation sources that allow for them to run their ideal apply. And they have the liberty to manage their client associations, for the reason that they know their consumers best. Basically put, we acquire treatment of our advisors, so they can acquire treatment of their consumers.

*SHOOK Research viewed as women of all ages advisors with a boy or girl 21 or youthful however dwelling at property. Position algorithm is dependent on qualitative actions derived from telephone and in-person interviews and surveys: provider types, investing procedure, client retention, field practical experience, critique of compliance data, firm nominations, and many others. and quantitative requirements, these as belongings below administration and income produced for their firms. Financial investment effectiveness is not a criterion for the reason that client objectives and hazard tolerances range, and advisors almost never have audited effectiveness experiences. Neither SHOOK nor Doing work Mother Media gets compensation from the advisors or their firms in exchange for placement on a rating. Rankings are dependent on the opinions of SHOOK Research LLC and not indicative of upcoming effectiveness or consultant of any a single client’s practical experience the firm’s investigation and rankings deliver opinions for how to pick the suitable monetary advisor. Past effectiveness is not an indicator of upcoming results.

**Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Independent Broker-Supplier in the U.S (Primarily based on whole revenues, Money Scheduling journal 1996-2021) No. one company of third-get together brokerage solutions to banks and credit rating unions (2020-2021 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021

Securities and advisory solutions provided by way of LPL Money LLC, an SEC- registered broker-dealer and expenditure advisor. Member FINRA/SIPC.

In the course of this conversation, the phrases “financial advisors” and “advisors” are made use of to refer to registered reps and/or expenditure advisor reps affiliated with LPL Money LLC. We routinely disclose details that may perhaps be essential to shareholders in the “Investor Relations” or “Press Releases” segment of our web page.

LPL Money, Doing work Mother, SHOOK Research and the advisor firms detailed are all different entities.

LPL Media Make contact with:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]

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