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

CHARLOTTE, N.C., Oct. thirteen, 2021 (Globe NEWSWIRE) — LPL Financial LLC nowadays declared that 7 of its affiliated fiscal advisors have been regarded as a Best Prosperity Advisor Mother on a list not long ago printed by Functioning Mother journal and SHOOK Study.

Advisors highlighted on this yearly list are amongst 500 of the most effective mothers operating in wealth management. They each individual take treatment of little ones 21 decades or younger nevertheless dwelling in their dwelling, all the though aiding family members and businesses work toward their fiscal goals. The position assesses each individual advisor’s best techniques and essential business enterprise elements this kind of as their assistance types, investing course of action, specific revenue stream, customer retention charge and assets below management*.

LPL advisors regarded on the 2021 list are:

  • Julia Carlson, Financial Independence Prosperity Administration Team, Newport, Ore.
  • Sarah Carlson, Fulcrum Financial Team, Spokane, Wash.
  • Sandra Cho, Pointwealth Funds Administration, Encino, Calif.
  • Laila Pence, Pence Prosperity Administration, Newport Beach, Calif.
  • Winnie Solar, Solar Team 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 increase our warmest congratulations and utmost admiration to these hugely effective operating mothers, whose passion for serving their clients continues to travel good affect in our modern society,” claimed Angela Xavier, LPL Financial executive vice president, Independent Advisor Services. “These women, with their ahead-imagining attitude and sturdy entrepreneurial spirit, are all pivotal to the success of their techniques. It is an honor for us to deliver them with the help and independence essential to operate flourishing techniques and improve their customer bases, though protecting a wholesome work-life stability. We are proud to get in touch with them our companions, and we seem ahead to their continued success.”

See the whole list of 2021 Best Prosperity Advisor Moms.

About LPL Financial
LPL Financial (Nasdaq: LPLA) was established on the principle that the firm ought to work for the advisor, and not the other way about. Right now, LPL is a chief** in the marketplaces we provide, supporting additional than 19,000 fiscal advisors, 800 establishment-primarily based financial investment courses and 450 unbiased RIA firms nationwide. We are steadfast in our motivation to the advisor-centered design and the belief that Us residents have earned accessibility to aim advice from a fiscal advisor. At LPL, independence signifies that advisors have the independence they have earned to decide on the business enterprise design, expert services, and know-how methods that permit them to operate their perfect practice. And they have the independence to handle their customer relationships, for the reason that they know their clients best. Only set, we take treatment of our advisors, so they can take treatment of their clients.

*SHOOK Study considered women advisors with a youngster 21 or younger nevertheless dwelling at dwelling. Rating algorithm is primarily based on qualitative measures derived from phone and in-man or woman interviews and surveys: assistance types, investing course of action, customer retention, sector encounter, review of compliance documents, firm nominations, etcetera. and quantitative standards, this kind of as assets below management and revenue produced for their firms. Investment efficiency is not a criterion for the reason that customer objectives and risk tolerances vary, and advisors rarely have audited efficiency stories. Neither SHOOK nor Functioning Mother Media receives compensation from the advisors or their firms in exchange for placement on a position. Rankings are primarily based on the thoughts of SHOOK Study LLC and not indicative of upcoming efficiency or consultant of any just one client’s encounter the firm’s study and rankings deliver thoughts for how to decide on the appropriate fiscal advisor. Previous efficiency is not an indication of upcoming outcomes.

**Best RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Independent Broker-Seller in the U.S (Based mostly on overall revenues, Financial Preparing journal 1996-2021) No. one service provider of 3rd-get together brokerage expert services to banking institutions and credit unions (2020-2021 Kehrer Bielan Study & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021

Securities and advisory expert services offered by way of LPL Financial LLC, an SEC- registered broker-seller and financial investment advisor. Member FINRA/SIPC.

All over this conversation, the terms “financial advisors” and “advisors” are utilized to refer to registered representatives and/or financial investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose info that could be important to shareholders in the “Investor Relations” or “Press Releases” segment of our internet site.

LPL Financial, Functioning Mother, SHOOK Study and the advisor firms stated are all individual entities.

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

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