Four LPL Advisors Named to Barron’s Top 100 Independent Financial Advisors List for 2021
CHARLOTTE, N.C., Sept. 23, 2021 (World NEWSWIRE) — LPL Monetary LLC (Nasdaq: LPLA) now declared the inclusion of four LPL-affiliated advisors on Barron’s annual record of Leading 100 Unbiased Fiscal Advisors, like Charles Zhang*, rose from 2nd placement last yr to the claim the top rated spot on the 2021 checklist.
LPL advisors honored incorporate:
- #1 Charles Zhang
- #25 Susan Kaplan
- #32 Laila Pence
- #65 Andy Schwartz
“We are happy to see the really hard function and dedication of these advisors’ recognized calendar year just after yr,” mentioned Angela Xavier, LPL govt vice president, Independent Advisor Expert services. “I want to congratulate Charles, Susan, Laila and Andy for their ongoing capacity to show outstanding leadership, supply compassionate assistance and deliver ongoing results for their customers. The unbiased product is becoming more and more much more desirable to financial advisors as it offers alternative, transparency and independence in how they work. We proudly help our impartial advisors and are committed to supplying them with partnership by means of marketplace-top capabilities and sturdy business enterprise resources designed to enable them thrive.”
The Leading 100 listing steps candidates by belongings beneath administration, profits generated for the business and the in general quality of the advisor’s observe. In accordance to Barron’s, the purpose is to shine a spotlight on the nation’s very best money advisors, with an eye towards increasing specifications in the market.
About LPL Monetary
LPL Economic (Nasdaq: LPLA) was established on the theory that the company really should perform for the advisor, and not the other way about. Nowadays, LPL is a leader** in the markets we provide, supporting more than 19,000 fiscal advisors, 800 establishment-based financial commitment systems and 450 independent RIA companies nationwide. We are steadfast in our determination to the advisor-centered model and the perception that Us citizens have earned obtain to objective direction from a economic advisor. At LPL, independence implies that advisors have the independence they ought to have to pick out the organization design, solutions, and technological know-how sources that make it possible for them to operate their excellent follow. And they have the independence to regulate their client associations, simply because they know their clientele finest. Basically place, we consider care of our advisors, so they can take treatment of their clients.
** Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Dealer in the U.S (Based on full revenues, Monetary Arranging magazine June 1996-2020) No. 1 service provider of third-celebration brokerage companies to financial institutions and credit unions (2020-2021 Kehrer Bielan Analysis & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
Securities and advisory companies provided by way of LPL Money LLC, an SEC- registered broker-dealer and financial commitment advisor. Member FINRA/SIPC.
Through this conversation, the phrases “financial advisors” and “advisors” are employed to refer to registered representatives and/or financial commitment advisor associates affiliated with LPL Fiscal LLC. We routinely disclose information that may possibly be crucial to shareholders in the “Investor Relations” or “Press Releases” area of our web site.
LPL Money, Barron’s and the advisor corporations mentioned are all individual entities.
* Charles Zhang is a Economical Advisor of Zhang Money, a registered expenditure advisor organization that utilizes LPL Money for Custodial products and services. Zhang Money and LPL Monetary are separate entities.
A comprehensive rationalization of the methodologies for these awards can be found here.
The 2021 Barron’s Leading 100 Independent Advisors award also can take into thought a large vary of qualitative aspects, which includes the advisors’ practical experience, their sophisticated levels and market designations, the sizing, shape, and range of their groups, their charitable and philanthropic get the job done and, of training course, their compliance documents.
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Media Speak to:
Lauren Hoyt-Williams
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