27/05/2022

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

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CHARLOTTE, N.C., Oct. 13, 2021 (World NEWSWIRE) — LPL Monetary LLC now announced that seven of its affiliated economical advisors have been recognized as a Leading Prosperity Advisor Mom on a checklist recently published by Doing the job Mother journal and SHOOK Analysis.

Advisors highlighted on this once-a-year checklist are between 500 of the most prosperous mothers doing the job in wealth administration. They every acquire treatment of kids 21 years or youthful however dwelling in their house, all the although assisting families and organizations work toward their money plans. The ranking assesses every advisor’s best practices and fundamental organization elements these kinds of as their support versions, investing approach, personal profits stream, client retention level and property under administration*.

LPL advisors regarded on the 2021 record are:

  • Julia Carlson, Economical Freedom Prosperity Administration Team, Newport, Ore.
  • Sarah Carlson, Fulcrum Monetary Group, Spokane, Wash.
  • Sandra Cho, Pointwealth Funds Management, Encino, Calif.
  • Laila Pence, Pence Wealth Management, Newport Seashore, Calif.
  • Winnie Sun, Sunlight Team Prosperity Associates, Irvine, Calif.
  • Anh Tran, SageMint Prosperity, Orange, Calif.
  • Joan Valenti, Valenti Wealth Management, Farmington, Conn.

“On behalf of the LPL spouse and children, I prolong our warmest congratulations and utmost admiration to these really prosperous working mothers, whose enthusiasm for serving their shoppers carries on to generate favourable affect in our modern society,” explained Angela Xavier, LPL Fiscal government vice president, Independent Advisor Expert services. “These women, with their forward-wondering attitude and robust entrepreneurial spirit, are all pivotal to the good results of their tactics. It is an honor for us to deliver them with the aid and independence required to operate flourishing methods and improve their customer bases, while sustaining a healthier get the job done-everyday living harmony. We are very pleased to simply call them our associates, and we glimpse forward to their ongoing results.”

See the whole list of 2021 Major Wealth Advisor Moms.

About LPL Fiscal
LPL Financial (Nasdaq: LPLA) was started on the theory that the organization ought to work for the advisor, and not the other way all over. Today, LPL is a chief** in the markets we serve, supporting a lot more than 19,000 money advisors, 800 establishment-primarily based financial investment systems and 450 independent RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered model and the belief that Americans have earned accessibility to objective steerage from a money advisor. At LPL, independence indicates that advisors have the freedom they deserve to pick out the enterprise design, products and services, and technology methods that let them to operate their ideal follow. And they have the independence to handle their client relationships, because they know their shoppers ideal. Only put, we just take care of our advisors, so they can just take care of their clients.

*SHOOK Analysis thought of females advisors with a baby 21 or younger still residing at residence. Rating algorithm is centered on qualitative actions derived from phone and in-person interviews and surveys: assistance versions, investing approach, consumer retention, market encounter, evaluation of compliance information, organization nominations, etc. and quantitative conditions, these kinds of as belongings underneath management and earnings produced for their companies. Financial investment performance is not a criterion for the reason that customer objectives and danger tolerances fluctuate, and advisors hardly ever have audited functionality stories. Neither SHOOK nor Operating Mother Media receives payment from the advisors or their firms in trade for placement on a rating. Rankings are based on the views of SHOOK Exploration LLC and not indicative of long run performance or agent of any a person client’s experience the firm’s investigation and rankings offer opinions for how to opt for the correct money advisor. Past effectiveness is not an indication of long term results.

**Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Impartial Broker-Vendor in the U.S (Based on complete revenues, Monetary Planning journal 1996-2021) No. 1 service provider of 3rd-bash brokerage companies to banks and credit score unions (2020-2021 Kehrer Bielan Analysis & Consulting Yearly TPM Report) Fortune 500 as of June 2021

Securities and advisory solutions made available by way of LPL Economical LLC, an SEC- registered broker-seller and financial investment advisor. Member FINRA/SIPC.

All over this conversation, the conditions “financial advisors” and “advisors” are applied to refer to registered reps and/or expenditure advisor reps affiliated with LPL Economical LLC. We routinely disclose details that may well be important to shareholders in the “Investor Relations” or “Press Releases” portion of our web site.

LPL Economical, Operating Mother, SHOOK Research and the advisor companies outlined are all individual entities.

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

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