September 22, 2023


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Four LPL Advisors Named to Barron’s Top 100 Independent Financial Advisors List for 2021

CHARLOTTE, N.C., Sept. 23, 2021 (World NEWSWIRE) — LPL Money LLC (Nasdaq: LPLA) currently declared the inclusion of four LPL-affiliated advisors on Barron’s once-a-year listing of Top rated one hundred Impartial Money Advisors, such as Charles Zhang*, rose from 2nd place last 12 months to the assert the best location on the 2021 listing.

LPL advisors honored consist of:

  • #1 Charles Zhang
  • #25 Susan Kaplan
  • #32 Laila Pence
  • #sixty five Andy Schwartz

“We are pleased to see the tricky operate and commitment of these advisors’ identified 12 months after 12 months,” claimed Angela Xavier, LPL govt vice president, Impartial Advisor Solutions. “I want to congratulate Charles, Susan, Laila and Andy for their ongoing means to demonstrate excellent management, give compassionate suggestions and deliver ongoing effects for their customers. The impartial model is starting to be increasingly additional appealing to financial advisors as it provides selection, transparency and freedom in how they work. We proudly help our impartial advisors and are dedicated to furnishing them with partnership via marketplace-primary capabilities and robust business enterprise methods designed to enable them thrive.”

The Top rated one hundred listing measures candidates via belongings less than management, profits created for the company and the total good quality of the advisor’s observe. In accordance to Barron’s, the intention is to shine a spotlight on the nation’s ideal financial advisors, with an eye toward elevating specifications in the marketplace.

About LPL Money
LPL Money (Nasdaq: LPLA) was founded on the basic principle that the company really should operate for the advisor, and not the other way close to. These days, LPL is a chief** in the marketplaces we provide, supporting additional than 19,000 financial advisors, 800 institution-primarily based investment applications and 450 impartial RIA corporations nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Us citizens have earned obtain to aim direction from a financial advisor. At LPL, independence signifies that advisors have the freedom they have earned to choose the business enterprise model, expert services, and know-how methods that allow for them to run their great observe. And they have the freedom to take care of their client associations, mainly because they know their customers ideal. Just set, we get treatment of our advisors, so they can get treatment of their customers. 

** Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Supplier in the U.S (Dependent on complete revenues, Money Preparing magazine June 1996-2020) No. 1 company of 3rd-get together brokerage expert services to banking companies and credit history unions (2020-2021 Kehrer Bielan Investigate & Consulting Annual TPM Report) Fortune five hundred as of June 2021

Securities and advisory expert services provided via LPL Money LLC, an SEC- registered broker-vendor and investment advisor. Member FINRA/SIPC. 

Throughout this communication, the phrases “financial advisors” and “advisors” are applied to refer to registered representatives and/or investment advisor representatives affiliated with LPL Money LLC. We routinely disclose information and facts that may perhaps be critical to shareholders in the “Investor Relations” or “Press Releases” part of our web-site.

LPL Money, Barron’s and the advisor corporations outlined are all different entities.

* Charles Zhang is a Money Advisor of Zhang Money, a registered investment advisor company that utilizes LPL Money for Custodial expert services. Zhang Money and LPL Money are different entities.

A total rationalization of the methodologies for these awards can be found here.
The 2021 Barron’s Top rated one hundred Impartial Advisors award also will take into consideration a vast array of qualitative variables, such as the advisors’ expertise, their highly developed levels and marketplace designations, the sizing, shape, and variety of their groups, their charitable and philanthropic operate and, of course, their compliance information.

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Media Get in touch with:
Lauren Hoyt-Williams
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