CHARLOTTE, N.C., Oct. 06, 2021 (Globe NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) declared now that Lindsey D. Rhea CFP® of Alia Prosperity Partners has joined LPL Financial’s broker-supplier, corporate registered expenditure advisor (RIA) and custodial platforms, affiliating with LPL’s Strategic Wealth Providers (SWS) design. She noted getting served close to $260 million in advisory, brokerage and retirement program property*. She joins LPL from Wells Fargo Advisors Monetary Community.
Based in Germantown, Tenn., Rhea, 36, is an set up, up coming-generation advisor who launched her personal observe in 2018. As Operator and Wealth Strategist of Alia Wealth Companions, Rhea operates closely with her clients to formulate financial commitment procedures and options intended to match just about every individual’s particular targets and objectives. Her success has led to numerous market awards, like 2020 and 2021 Forbes Prime Females Wealth Advisor, 2019-2021 Forbes Ideal-In-State Wealth Advisor and 2019 Forbes Up coming-Gen Most effective-In-State Wealth Advisor. She is joined at Alia by Director of Consumer Companies, Leslie M. Parker and Director of First Impressions, Jennifer K. Locke.
Searching to elevate her clients’ ordeals and programs for foreseeable future progress, Rhea selected to spouse with LPL’s Strategic Prosperity Expert services presenting. “We went by means of an considerable due diligence process and LPL actually stood out for the depth of sources supplied,” Rhea said. “LPL is a well-oiled device and checked the packing containers for all the solutions I was on the lookout for. My best precedence was the potential to greatly enhance the client working experience by furnishing them with impressive new instruments they can use to conveniently entry their account information and facts.”
With the more layer of help from SWS, Rhea thinks she and her staff will also have enhanced activities. All SWS advisors have entry to LPL’s built-in wealth management system and innovative means made to help them prosper. In addition, they acquire ongoing, customized assistance for everyday operations and extensive-phrase organization management, like a devoted company strategist, CFO, and marketing, service and administrative assistance. “LPL’s SWS group is an extended section of my apply so that we never have to do every thing on our personal,” Rhea explained. “It is refreshing to have devoted support from SWS workforce associates with distinct skillsets, who are gurus in their discipline, taking some of the matters off my plate so I can focus on my clientele.”
Rhea made the move to LPL with options for lengthy-expression growth in get to support customers for generations to come. She explained, “What we’re accomplishing below is environment the stage for the foreseeable future of this company. I want to grow our office environment, and this transition is a way for me to move back, make positive I’m partnered with the proper affiliate, meet new advisors and truly build out the Alia manufacturer.”
Outside the house of do the job, Rhea is deeply included in her community. She is board chairman for Memphis Oral University for the Deaf, as effectively as an energetic member of the Leadership Germantown Board, the Memphis Chapter of Nationwide Association of Women of all ages Business enterprise Proprietors, and the Germantown Region Chamber of Commerce, among other folks. She also volunteers on the Advisory Board for the University of Memphis Sigma Kappa Sorority Chapter.
Scott Posner, LPL executive vice president, Business enterprise Growth, mentioned, “We warmly welcome Lindsey and her workforce to the LPL group, and are honored they turned to us as they thoughtfully get ready for the subsequent chapter in their business. We are dedicated to furnishing advisors with ultimate flexibility and individualized modern day methods as they build their excellent follow. For our SWS advisors, we’ve taken expertise across various elaborate spots to give them with a devoted aid team to assist them elevate the client knowledge, differentiate their enterprise and accelerate the success of their practice. We glance forward to a extended-lasting, productive and enjoyable partnership with Alia Prosperity Associates.”
Learn a lot more about Alia Prosperity Partners.
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About LPL Fiscal
LPL Fiscal (Nasdaq: LPLA) was established on the principle that the agency really should perform for the advisor, and not the other way close to. Now, LPL is a chief** in the marketplaces we serve, supporting much more than 19,000 economic advisors, 800 establishment-primarily based financial investment plans and 450 impartial RIA companies nationwide. We are steadfast in our determination to the advisor-centered design and the perception that Individuals are worthy of accessibility to goal direction from a economical advisor. At LPL, independence means that advisors have the freedom they should have to select the company product, providers, and technology resources that allow them to run their ideal practice. And they have the flexibility to deal with their customer relationships, mainly because they know their shoppers greatest. Simply put, we get treatment of our advisors, so they can acquire treatment of their clientele.
** Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Independent Broker-Supplier in the U.S (Dependent on whole revenues, Monetary Planning magazine 1996-2021) No. 1 company of 3rd-party brokerage products and services to banking institutions and credit score unions (2020-2021 Kehrer Bielan Investigate & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
*Based on prior company and represents property that would have been custodied at LPL Monetary, somewhat than third-occasion custodians. Documented assets and client quantities have not been independently and totally confirmed by LPL Monetary.
Securities and advisory solutions offered as a result of LPL Economical LLC, an SEC- registered broker-dealer and financial investment advisor. Member FINRA/ SIPC
All through this interaction, the phrases “financial advisors” and “advisors” are made use of to refer to registered reps and/or financial commitment advisor reps affiliated with LPL Economic LLC. We routinely disclose info that might be significant to shareholders in the “Investor Relations” or “Press Releases” segment of our web site.
Alia Prosperity Associates and LPL Monetary are independent entities.
The Forbes rating of America’s Major Gals Prosperity Advisors, designed by SHOOK Study, is dependent on an algorithm of qualitative and quantitative knowledge, rating 1000’s of prosperity advisors with a minimal of 7 several years of working experience and weighing things like profits tendencies, property below administration, compliance information, sector expertise and best methods acquired through telephone and in-person interviews.
The Forbes position of Best Upcoming-Technology Wealth Advisors, created by SHOOK Exploration, is based on an algorithm of qualitative and quantitative details, ranking 1000’s of wealth advisors born in or right after 1980. Advisors are interviewed by telephone and in particular person to examine support models, investing process, working experience stages and integrity. Added elements regarded contain compliance record, consumer retention, revenues made for their companies and assets managed.
The Forbes Finest-In-Condition Prosperity Advisor ranking, formulated by SHOOK Investigation, is based on in-human being and telephone because of diligence conferences and a position algorithm that consists of: shopper retention, field knowledge, assessment of compliance records, agency nominations and quantitative standards, which includes: property beneath management and revenue generated for their corporations.
In all 3 rankings, portfolio performance is not a criterion due to varying shopper goals and absence of audited data. Neither Forbes nor SHOOK Research receives a fee in trade for rankings.
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