December 7, 2023


Passion For Business

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

CHARLOTTE, N.C., Oct. 13, 2021 (World NEWSWIRE) — LPL Economical LLC now declared that seven of its affiliated economical advisors have been acknowledged as a Top Prosperity Advisor Mother on a record not too long ago revealed by Doing work Mom magazine and SHOOK Investigate.

Advisors highlighted on this annual record are amid 500 of the most thriving mothers doing work in wealth administration. They each get treatment of children 21 years or young even now residing in their dwelling, all the although encouraging families and firms do the job toward their economical targets. The ranking assesses each advisor’s most effective tactics and elementary small business factors these as their services types, investing course of action, personal income stream, client retention charge and property below administration*.

LPL advisors acknowledged on the 2021 record are:

  • Julia Carlson, Economical Independence Prosperity Administration Group, Newport, Ore.
  • Sarah Carlson, Fulcrum Economical Group, Spokane, Clean.
  • Sandra Cho, Pointwealth Money Administration, Encino, Calif.
  • Laila Pence, Pence Prosperity Administration, Newport Seashore, Calif.
  • Winnie Sunlight, Sunlight Group Prosperity Companions, Irvine, Calif.
  • Anh Tran, SageMint Prosperity, Orange, Calif.
  • Joan Valenti, Valenti Prosperity Administration, Farmington, Conn.

“On behalf of the LPL loved ones, I increase our warmest congratulations and utmost admiration to these extremely thriving doing work mothers, whose passion for serving their customers continues to drive constructive impression in our culture,” explained Angela Xavier, LPL Economical govt vice president, Impartial Advisor Companies. “These women, with their forward-thinking mentality and potent entrepreneurial spirit, are all pivotal to the achievement of their tactics. It is an honor for us to give them with the guidance and independence wanted to run flourishing tactics and improve their client bases, although keeping a nutritious do the job-everyday living stability. We are proud to get in touch with them our partners, and we search forward to their continued achievement.”

See the whole record of 2021 Top Prosperity Advisor Moms.

About LPL Economical
LPL Economical (Nasdaq: LPLA) was founded on the principle that the organization should really do the job for the advisor, and not the other way all-around. Now, LPL is a leader** in the markets we provide, supporting far more than 19,000 economical advisors, 800 institution-based mostly investment decision programs and 450 independent RIA firms nationwide. We are steadfast in our dedication to the advisor-centered product and the belief that Us residents are entitled to access to aim assistance from a economical advisor. At LPL, independence indicates that advisors have the freedom they are entitled to to select the small business product, services, and know-how resources that make it possible for them to run their best apply. And they have the freedom to take care of their client associations, simply because they know their customers most effective. Simply place, we get treatment of our advisors, so they can get treatment of their customers.

*SHOOK Investigate considered women advisors with a boy or girl 21 or young even now residing at dwelling. Rating algorithm is based mostly on qualitative measures derived from phone and in-individual interviews and surveys: services types, investing course of action, client retention, market knowledge, evaluate of compliance documents, organization nominations, and so forth. and quantitative conditions, these as property below administration and income created for their firms. Expenditure efficiency is not a criterion simply because client goals and chance tolerances fluctuate, and advisors not often have audited efficiency studies. Neither SHOOK nor Doing work Mom Media receives compensation from the advisors or their firms in trade for placement on a ranking. Rankings are based mostly on the views of SHOOK Investigate LLC and not indicative of long run efficiency or representative of any a person client’s knowledge the firm’s investigate and rankings give views for how to select the suitable economical advisor. Previous efficiency is not an indicator of long run success.

**Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Impartial Broker-Supplier in the U.S (Primarily based on total revenues, Economical Preparing magazine 1996-2021) No. one company of 3rd-get together brokerage services to banking institutions and credit history unions (2020-2021 Kehrer Bielan Investigate & Consulting Annual TPM Report) Fortune 500 as of June 2021

Securities and advisory services available by means of LPL Economical LLC, an SEC- registered broker-seller and investment decision advisor. Member FINRA/SIPC.

Throughout this interaction, the terms “financial advisors” and “advisors” are employed to refer to registered reps and/or investment decision advisor reps affiliated with LPL Economical LLC. We routinely disclose facts that could be essential to shareholders in the “Investor Relations” or “Press Releases” portion of our site.

LPL Economical, Doing work Mom, SHOOK Investigate and the advisor firms shown are all separate entities.

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

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