CHARLOTTE, N.C., Oct. 06, 2021 (World NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) introduced nowadays that Lindsey D. Rhea CFP® of Alia Prosperity Companions has joined LPL Financial’s broker-seller, company registered financial commitment advisor (RIA) and custodial platforms, affiliating with LPL’s Strategic Prosperity Solutions (SWS) model. She described getting served roughly $260 million in advisory, brokerage and retirement plan belongings*. She joins LPL from Wells Fargo Advisors Financial Community.
Based in Germantown, Tenn., Rhea, 36, is an founded, subsequent-generation advisor who introduced her have exercise in 2018. As Owner and Prosperity Strategist of Alia Prosperity Companions, Rhea is effective carefully with her consumers to formulate financial commitment procedures and options created to match every single individual’s certain goals and aims. Her good results has led to several field awards, like 2020 and 2021 Forbes Major Women of all ages Prosperity Advisor, 2019-2021 Forbes Best-In-Point out Prosperity Advisor and 2019 Forbes Future-Gen Best-In-Point out Prosperity Advisor. She is joined at Alia by Director of Shopper Solutions, Leslie M. Parker and Director of First Impressions, Jennifer K. Locke.
Looking to elevate her clients’ activities and options for future development, Rhea chose to spouse with LPL’s Strategic Prosperity Solutions featuring. “We went as a result of an extensive owing diligence system and LPL seriously stood out for the depth of resources supplied,” Rhea reported. “LPL is a very well-oiled equipment and checked the bins for all the methods I was on the lookout for. My major precedence was the capability to enhance the shopper knowledge by furnishing them with progressive new resources they can use to very easily access their account information and facts.”
With the further layer of help from SWS, Rhea believes she and her crew will also have increased activities. All SWS advisors have access to LPL’s integrated prosperity administration system and progressive resources created to assist them prosper. In addition, they get ongoing, individualized help for day by day functions and prolonged-time period organization administration, like a focused organization strategist, CFO, and advertising and marketing, assistance and administrative help. “LPL’s SWS crew is an prolonged portion of my exercise so that we don’t have to do everything on our have,” Rhea reported. “It is refreshing to have focused help from SWS crew customers with diverse skillsets, who are authorities in their discipline, having some of the points off my plate so I can target on my consumers.”
Rhea built the move to LPL with options for prolonged-time period development in purchase to help consumers for generations to come. She reported, “What we’re undertaking listed here is environment the phase for the future of this organization. I want to increase our place of work, and this changeover is a way for me to stage back, make certain I’m partnered with the suitable affiliate, satisfy new advisors and seriously develop out the Alia brand name.”
Exterior of do the job, Rhea is deeply included in her local community. She is board chairman for Memphis Oral College for the Deaf, as very well as an lively member of the Leadership Germantown Board, the Memphis Chapter of Nationwide Association of Women of all ages Company Owners, and the Germantown Area Chamber of Commerce, among some others. She also volunteers on the Advisory Board for the University of Memphis Sigma Kappa Sorority Chapter.
Scott Posner, LPL govt vice president, Company Development, mentioned, “We warmly welcome Lindsey and her crew to the LPL local community, and are honored they turned to us as they thoughtfully prepare for the subsequent chapter in their organization. We are committed to furnishing advisors with supreme flexibility and individualized modern day methods as they develop their ideal exercise. For our SWS advisors, we’ve taken abilities across many complex parts to offer them with a focused help crew to assist them elevate the shopper knowledge, differentiate their organization and accelerate the good results of their exercise. We look forward to a prolonged-lasting, effective and fascinating partnership with Alia Prosperity Companions.”
Learn more about Alia Prosperity Companions.
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About LPL Financial
LPL Financial (Nasdaq: LPLA) was started on the principle that the agency should really do the job for the advisor, and not the other way around. Currently, LPL is a leader** in the markets we provide, supporting more than 19,000 economical advisors, 800 institution-centered financial commitment programs and 450 independent RIA corporations nationwide. We are steadfast in our determination to the advisor-centered model and the belief that Us citizens should have access to goal assistance from a economical advisor. At LPL, independence suggests that advisors have the liberty they should have to choose the organization model, products and services, and technological know-how resources that allow them to operate their ideal exercise. And they have the liberty to manage their shopper interactions, because they know their consumers best. Just put, we consider treatment of our advisors, so they can consider treatment of their consumers.
** Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Independent Broker-Supplier in the U.S (Based on total revenues, Financial Planning journal 1996-2021) No. one supplier of 3rd-bash brokerage products and services to financial institutions and credit history unions (2020-2021 Kehrer Bielan Investigate & Consulting Yearly TPM Report) Fortune five hundred as of June 2021
*Based on prior organization and represents belongings that would have been custodied at LPL Financial, instead than 3rd-bash custodians. Documented belongings and shopper quantities have not been independently and totally confirmed by LPL Financial.
Securities and advisory products and services supplied as a result of LPL Financial LLC, an SEC- registered broker-seller and financial commitment advisor. Member FINRA/ SIPC
During this communication, the phrases “financial advisors” and “advisors” are used to refer to registered associates and/or financial commitment advisor associates affiliated with LPL Financial LLC. We routinely disclose information and facts that may perhaps be significant to shareholders in the “Investor Relations” or “Press Releases” portion of our web site.
Alia Prosperity Companions and LPL Financial are separate entities.
The Forbes ranking of America’s Major Women of all ages Prosperity Advisors, developed by SHOOK Investigate, is centered on an algorithm of qualitative and quantitative data, ranking hundreds of prosperity advisors with a minimum amount of seven a long time of knowledge and weighing factors like income traits, belongings under administration, compliance information, field knowledge and best procedures uncovered as a result of phone and in-individual interviews.
The Forbes ranking of Major Future-Generation Prosperity Advisors, developed by SHOOK Investigate, is centered on an algorithm of qualitative and quantitative data, ranking hundreds of prosperity advisors born in or right after 1980. Advisors are interviewed by phone and in individual to evaluate assistance versions, investing system, knowledge levels and integrity. Added factors regarded as include things like compliance record, shopper retention, revenues created for their corporations and belongings managed.
The Forbes Best-In-Point out Prosperity Advisor ranking, developed by SHOOK Investigate, is centered on in-individual and phone owing diligence meetings and a ranking algorithm that contains: shopper retention,
field knowledge, evaluate of compliance information, agency nominations and quantitative standards, like: belongings under administration and income generated for their corporations.
In all a few rankings, portfolio efficiency is not a criterion owing to varying shopper aims and absence of audited data. Neither Forbes nor SHOOK Investigate gets a fee in trade for rankings.
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