20/05/2022

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

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CHARLOTTE, N.C., Sept. 23, 2021 (World NEWSWIRE) — LPL Money LLC (Nasdaq: LPLA) today announced the inclusion of 4 LPL-affiliated advisors on Barron’s once-a-year list of Top rated 100 Impartial Fiscal Advisors, like Charles Zhang*, rose from second place past year to the declare the major spot on the 2021 checklist.

LPL advisors honored involve:

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

“We are happy to see the difficult operate and determination of these advisors’ identified year soon after yr,” reported Angela Xavier, LPL government vice president, Impartial Advisor Expert services. “I want to congratulate Charles, Susan, Laila and Andy for their continued means to show exceptional management, offer compassionate advice and produce continued results for their customers. The unbiased product is turning into ever more more eye-catching to money advisors as it supplies option, transparency and freedom in how they work. We proudly help our independent advisors and are committed to supplying them with partnership as a result of sector-leading abilities and robust organization methods made to aid them prosper.”

The Major 100 list steps candidates through belongings under management, profits created for the agency and the all round good quality of the advisor’s apply. In accordance to Barron’s, the aim is to glow a highlight on the nation’s best fiscal advisors, with an eye towards boosting benchmarks in the market.

About LPL Financial
LPL Financial (Nasdaq: LPLA) was established on the basic principle that the firm must function for the advisor, and not the other way around. Nowadays, LPL is a chief** in the marketplaces we provide, supporting a lot more than 19,000 economical advisors, 800 establishment-centered financial investment systems and 450 unbiased RIA companies nationwide. We are steadfast in our dedication to the advisor-centered product and the belief that Americans are entitled to accessibility to objective steering from a money advisor. At LPL, independence means that advisors have the liberty they should have to choose the business product, expert services, and technological innovation sources that permit them to operate their fantastic follow. And they have the independence to take care of their customer associations, due to the fact they know their clients greatest. Just put, we just take care of our advisors, so they can choose treatment of their clients. 

** Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Unbiased Broker-Supplier in the U.S (Centered on full revenues, Money Scheduling magazine June 1996-2020) No. 1 service provider of third-occasion brokerage expert services to banks and credit score unions (2020-2021 Kehrer Bielan Exploration & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021

Securities and advisory companies offered as a result of LPL Money LLC, an SEC- registered broker-supplier and investment decision advisor. Member FINRA/SIPC. 

During this conversation, the terms “financial advisors” and “advisors” are applied to refer to registered reps and/or expenditure advisor representatives affiliated with LPL Financial LLC. We routinely disclose facts that may possibly be important to shareholders in the “Investor Relations” or “Press Releases” segment of our web-site.

LPL Economic, Barron’s and the advisor firms shown are all independent entities.

* Charles Zhang is a Economic Advisor of Zhang Money, a registered investment decision advisor firm that utilizes LPL Economical for Custodial expert services. Zhang Economic and LPL Economic are individual entities.

A full clarification of the methodologies for these awards can be found here.
The 2021 Barron’s Leading 100 Impartial Advisors award also will take into consideration a huge array of qualitative things, which includes the advisors’ practical experience, their superior levels and marketplace designations, the dimension, condition, and range of their groups, their charitable and philanthropic operate and, of course, their compliance documents.

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