Seven LPL Financial Advisors Recognized by Forbes as Top Next-Gen Advisors

CHARLOTTE, N.C., Oct. 07, 2021 (Globe NEWSWIRE) — LPL Economical LLC congratulates the 7 LPL-affiliated fiscal advisors named to the 2021 Forbes Best Following-Gen Wealth Advisors record.

  • Patrick Deeg, Marks Group Wealth Administration, Minnetonka, Minn.
  • Alex Lewis, Blackbridge Economical, Irmo, S.C.
  • Craig Macomber, Stratos Wealth Associates, Irvine, Calif.
  • Jason Priebe, Priebe Wealth, Maple Grove, Minn.
  • Matthew Riesenweber, Cornerstone Wealth Tactics, Kennewick, Wash.
  • Eugene Songy, South Louisiana Economical Providers, LLC, Slice Off, La.
  • Marc Specht, PM Wealth Administration, New York, N.Y.

“On behalf of LPL, I congratulate this group of advisors for their motivation to supporting the extensive requirements of their shoppers,” mentioned Angela Xavier, LPL government vice president, Independent Advisor Providers. “We are proud to associate with this kind of talented individuals representing the subsequent era primary our sector forward.”

Picked from almost four,000 nominations, advisors acknowledged in the Forbes Following-Gen Wealth Advisors record had been chosen based on insights from SHOOK Research, acquired via an algorithm of qualitative criterion and quantitative knowledge. Skilled advisors have to be less than forty and have a minimum of four years’ knowledge, and they had been judged on criteria this kind of as support product, sector knowledge, revenue trends, shopper retention and belongings less than administration*.

See the complete record of Forbes 2021 Best Following-Gen Wealth Advisors.

About LPL Economical
LPL Economical (Nasdaq: LPLA) was started on the basic principle that the agency really should work for the advisor, and not the other way around. Today, LPL is a leader** in the markets we provide, supporting extra than 19,000 fiscal advisors, 800 institution-based investment courses and 450 unbiased RIA companies nationwide. We are steadfast in our motivation to the advisor-centered product and the belief that People should have access to goal assistance from a fiscal advisor. At LPL, independence implies that advisors have the independence they should have to choose the enterprise product, providers, and technological innovation assets that make it possible for them to run their perfect exercise. And they have the independence to regulate their shopper relationships, simply because they know their shoppers best. Basically put, we acquire care of our advisors, so they can acquire care of their shoppers.

*The Forbes Following-Gen Wealth Advisors rankings, developed by SHOOK Research, are based on an algorithm of qualitative criterion, largely acquired via phone and in-man or woman owing diligence interviews, and quantitative knowledge. All those advisors that are considered have a minimum of four years’ knowledge, and the algorithm weighs factors like revenue trends, belongings less than administration, compliance information, sector knowledge and individuals that encompass the greatest requirements of best practices. Portfolio general performance is not a criterion owing to different shopper objectives and absence of audited knowledge. Neither Forbes nor SHOOK receive a payment in exchange for rankings.

**Best RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Independent Broker-Vendor in the U.S (Based mostly on complete revenues, Economical Organizing magazine June 1996-2020) No. one service provider of third-social gathering brokerage providers to banking institutions and credit unions (2020-2021 Kehrer Bielan Research & Consulting Yearly TPM Report) Fortune five hundred as of June 2021

Securities and advisory providers supplied via LPL Economical LLC, an SEC- registered broker-dealer and investment advisor. Member FINRA/SIPC.

During this conversation, the conditions “financial advisors” and “advisors” are made use of to refer to registered representatives and/or investment advisor representatives affiliated with LPL Economical LLC. We routinely disclose information that may possibly be significant to shareholders in the “Investor Relations” or “Press Releases” section of our web-site.

LPL Economical, Forbes, SHOOK Research and the advisor companies outlined are all independent entities.

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