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

CHARLOTTE, N.C., Oct. 13, 2021 (World NEWSWIRE) — LPL Financial LLC currently introduced that seven of its affiliated monetary advisors have been recognized as a Best Prosperity Advisor Mom on a listing not long ago printed by Doing the job Mother magazine and SHOOK Investigate.

Advisors highlighted on this yearly list are between 500 of the most effective mothers operating in wealth administration. They every acquire treatment of kids 21 many years or young however residing in their house, all the while helping families and corporations get the job done toward their economic aims. The ranking assesses every advisor’s ideal techniques and essential enterprise elements this kind of as their provider versions, investing approach, particular person profits stream, shopper retention charge and belongings below administration*.

LPL advisors regarded on the 2021 checklist are:

  • Julia Carlson, Economic Independence Wealth Administration Group, Newport, Ore.
  • Sarah Carlson, Fulcrum Economic Team, Spokane, Wash.
  • Sandra Cho, Pointwealth Money Management, Encino, Calif.
  • Laila Pence, Pence Wealth Management, Newport Seaside, Calif.
  • Winnie Sun, Sunshine Group Prosperity Companions, Irvine, Calif.
  • Anh Tran, SageMint Prosperity, Orange, Calif.
  • Joan Valenti, Valenti Prosperity Management, Farmington, Conn.

“On behalf of the LPL family members, I extend our warmest congratulations and utmost admiration to these really thriving operating moms, whose enthusiasm for serving their consumers continues to generate optimistic affect in our culture,” reported Angela Xavier, LPL Monetary government vice president, Independent Advisor Expert services. “These ladies, with their forward-thinking mindset and powerful entrepreneurial spirit, are all pivotal to the achievement of their practices. It is an honor for us to offer them with the support and independence wanted to run thriving methods and strengthen their shopper bases, while retaining a balanced function-lifestyle equilibrium. We are very pleased to connect with them our companions, and we search ahead to their ongoing success.”

See the full list of 2021 Major Wealth Advisor Mothers.

About LPL Financial
LPL Economical (Nasdaq: LPLA) was founded on the theory that the firm should get the job done for the advisor, and not the other way all over. Nowadays, LPL is a leader** in the marketplaces we serve, supporting extra than 19,000 money advisors, 800 establishment-dependent expense programs and 450 unbiased RIA firms nationwide. We are steadfast in our motivation to the advisor-centered model and the perception that Individuals ought to have entry to aim advice from a economic advisor. At LPL, independence means that advisors have the freedom they have earned to select the enterprise model, expert services, and know-how sources that enable them to run their ideal exercise. And they have the liberty to take care of their customer associations, mainly because they know their clients best. Simply just put, we choose treatment of our advisors, so they can just take care of their shoppers.

*SHOOK Analysis thought of ladies advisors with a child 21 or more youthful nevertheless dwelling at home. Position algorithm is centered on qualitative steps derived from phone and in-individual interviews and surveys: support versions, investing system, consumer retention, market working experience, evaluate of compliance data, company nominations, and many others. and quantitative standards, this kind of as property under administration and revenue produced for their companies. Expenditure functionality is not a criterion because customer goals and danger tolerances vary, and advisors not often have audited performance stories. Neither SHOOK nor Performing Mother Media receives compensation from the advisors or their companies in trade for placement on a rating. Rankings are dependent on the viewpoints of SHOOK Exploration LLC and not indicative of upcoming effectiveness or representative of any a person client’s expertise the firm’s investigation and rankings offer opinions for how to select the proper monetary advisor. Earlier efficiency is not an sign of long term outcomes.

**Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Independent Broker-Vendor in the U.S (Based on full revenues, Economical Preparing magazine 1996-2021) No. 1 service provider of third-bash brokerage solutions to banking companies and credit score unions (2020-2021 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021

Securities and advisory expert services available via LPL Economic LLC, an SEC- registered broker-dealer and financial commitment advisor. Member FINRA/SIPC.

During this conversation, the terms “financial advisors” and “advisors” are employed to refer to registered representatives and/or expenditure advisor reps affiliated with LPL Monetary LLC. We routinely disclose details that may perhaps be critical to shareholders in the “Investor Relations” or “Press Releases” area of our web site.

LPL Economic, Operating Mom, SHOOK Investigation and the advisor corporations mentioned are all individual entities.

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

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