April 25, 2024


Make Every Business

LPL Financial Welcomes Advisor Sean Khaligh

CHARLOTTE, N.C., Oct. 04, 2021 (World NEWSWIRE) — LPL Money LLC (Nasdaq:LPLA) today introduced that economic advisor Sean Khaligh CFP® has joined LPL Financial’s broker-supplier, hybrid registered expenditure advisor (RIA) and custodial platforms. He is aligned with The Money Products and services Network, an current LPL big organization. Khaligh claimed possessing served about $one hundred seventy million in advisory and brokerage assets*. He joins from Wells Fargo Advisors.

Khaligh, a Dreamer who was born in Iran and immigrated to The united states at age 12—not in a position to converse a phrase of English at the time,—said the the latest world wide pandemic opened his eyes and established the vision for the upcoming of his enterprise. “I went from operating at a lender department to all of a sudden operating from residence. I was in a point out of shock, but it also gave me the chance to feel extended and tricky. I realized our time on earth is confined and we will need to be in a position to do the points we want to in our daily life,” Khaligh said.

For Khaligh, that meant turning his aspiration of making a firm and owning his have enterprise into a actuality. Which is a thing that he as soon as was explained to would never ever take place.

As a teenager, Khaligh was compelled to improve up immediately to help his moms and dads right after the spouse and children dropped considerably of their cash for the duration of the immigration procedure. He received his first position in the economic providers business even though continue to in college or university, also operating section time as a lifeguard to help pay back the expenditures. But a single working day, early in his vocation, a colleague said a thing that he will never ever forget. “He said I would never ever be effective as a economic advisor basically since of my final identify and the stigma related with Iran,” Khaligh said. “But I knew I could be a good advisor and do good points for my clientele. I was extra identified than at any time to make a thing of myself.”

He went on to create a client-centric observe targeted on encouraging people, family members and enterprise owners improve, control and transition prosperity. With the shift to LPL and The Network, Khaligh has launched EQ Non-public Prosperity Advisors in Palos Verdes, Calif. “I desired to create a organization based on tendencies heading on in the region and business. With LPL’s ground breaking technologies and extensive resources, I believe that I’ll be in a position to do improve my assistance and choices for my clientele. I can brand my have enterprise and improve immediately, hopefully as a result of acquisitions and having in excess of for retiring advisors,” Khaligh said. “I’ll also have the community help and know-how from the crew at The Network. I am blessed to have began the enterprise so younger. I’m just 37 and continue to have at least yet another 30 decades left in my vocation. I simply cannot wait around to see what the upcoming holds.”

Scott Posner, LPL government vice president, Business enterprise Advancement, said, “We are influenced by Sean’s tale and journey to independence. He has created a really effective enterprise serving his clientele, and we are honored Sean turned to LPL and The Network as he seeks new strategies to elevate his observe on his have terms. The impartial enterprise design gives advisors the flexibility and overall flexibility to offer aim economic assistance to their clientele. We will carry on to leverage our scale to give ground breaking technologies, differentiated assistance experiences and other prosperity management resources that produce price and help LPL advisors handle the evolving demands of their clientele. We welcome Sean to the LPL community and look forward to a extended-lasting partnership with EQ Non-public Prosperity Advisors.”

Study about other firms that not long ago joined LPL in the LPL Money Information and Media portion of LPL.com.

Advisors, obtain an LPL enterprise progress representative near you.

About LPL Money
LPL Money (Nasdaq: LPLA) was established on the basic principle that the organization should really operate for the advisor, and not the other way all over. Right now, LPL is a leader** in the marketplaces we provide, supporting extra than 19,000 economic advisors, 800 establishment-based expenditure applications and 450 impartial RIA firms nationwide. We are steadfast in our dedication to the advisor-centered design and the perception that Us citizens deserve accessibility to aim assistance from a economic advisor. At LPL, independence means that advisors have the flexibility they deserve to opt for the enterprise design, providers, and technologies resources that permit them to operate their fantastic observe. And they have the flexibility to control their client relationships, since they know their clientele ideal. Merely set, we just take care of our advisors, so they can just take care of their clientele.

** Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Unbiased Broker-Seller in the U.S (Based on total revenues, Money Scheduling magazine 1996-2021) No. one supplier of 3rd-occasion brokerage providers to banks and credit unions (2020-2021 Kehrer Bielan Investigation & Consulting Yearly TPM Report) Fortune 500 Business as of June 2021

*Based on prior enterprise and represents assets that would have been custodied at LPL Money, alternatively than 3rd-occasion custodians. Documented assets and client quantities have not been independently and thoroughly confirmed by LPL Money.

Securities and advisory providers presented as a result of LPL Money LLC, an SEC- registered broker-supplier and expenditure advisor. Member FINRA/SIPC

Through this interaction, the terms “financial advisors” and “advisors” are made use of to refer to registered representatives and/or expenditure advisor representatives affiliated with LPL Money LLC. We routinely disclose information that may possibly be important to shareholders in the “Investor Relations” or “Press Releases” portion of our internet site.

EQ Non-public Prosperity Advisors, The Money Products and services Network and LPL Money are different entities.

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Media Contact:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]