December 7, 2023


Passion For Business

LPL Financial Advisors Named to 2022 Forbes Top Women Advisor Lists

CHARLOTTE, N.C., Feb. 09, 2022 (Globe NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) congratulates the 26 LPL-affiliated advisors who have been recognized on the 2022 Forbes Top Ladies Wealth Advisors and Major Gals Wealth Advisors Very best-in-State lists. These reports detect U.S.-based woman money advisors who are leading the way in giving fiscal assistance and finest procedures to their clientele, in accordance to Forbes.

The subsequent gals have been identified as equally Major 100 Women of all ages Prosperity Advisors and Major Women of all ages Wealth Advisors Most effective-in-Point out:

  • Laila Pence, Pence Prosperity Administration, Newport Beach front, Calif.
  • Kay Lynn Mayhue, Merit Economical Advisors, Alpharetta, Ga.
  • Susan Kaplan, Kaplan Economical Products and services, Newton, Mass.
  • Deborah Danielson, Danielson Economic Group, Las Vegas

Twenty-two advisors have been named to the Most effective-in-State checklist:

  • Sandra Cho, Pointwealth Money Management, Encino, Calif.
  • Loreen Gilbert, WealthWise Monetary Companies, Irvine, Calif.
  • Kristina Kuprina, Sequoia Prosperity Advisors & Financial investment Administration, San Jose, Calif.
  • Anh Tran, SageMint Prosperity, Orange, Calif.
  • Lori Selling price, Price Fiscal Group, Wilton, Conn.
  • Joan Valenti, LPL Monetary, Farmington, Conn.
  • Karen Lee, Karen Lee and Associates, Atlanta
  • Judy VanArsdale, Lakeview Wealth Management, Deer Park, Unwell.
  • Gina Bolvin Bernarduci, Bolvin Wealth, Boston
  • Deborah Goodman, Goodman Advisory Team, Needham, Mass.
  • Lisa Guzek Montagne, LGM Prosperity Management, Bloomington, Minn.
  • Barbara Ginty, Independent Economical Companies, Kingston, N.Y.
  • Mackenzie Marshall, LPL Money, Hudson, Ohio
  • Amy Valentine, Prepared Fiscal Solutions, Brecksville, Ohio
  • Yuanyuan Yang, Prepared Financial Solutions, Cleveland
  • Julia Carlson, Economical Liberty Wealth Administration Team, Newport, Ore.
  • Kristy Motta, Consolidated Economic Administration, Beaverton, Ore.
  • Lisa Bodine, Penn Prosperity Planning, New Hope, Pa.
  • Leslie Williams, Initial Financial Networks, Inc., Exton, Pa.
  • Susan Wilkinson, Wilkinson Wealth Administration LLC, Charlottesville, Va.
  • Sarah Carlson, Fulcrum Fiscal Group, Spokane, Clean.
  • Lori Watt, IAG Prosperity Companions, Waukesha, Wis.

“On behalf of the LPL staff, I congratulate every single of these gals for correctly leveraging the independent system to mature their professions and empower customers through the region in pursuit of their financial goals,” stated Angela Xavier, LPL government vice president, Independent Advisor Products and services. “Women are an crucial component of the evolving advisor marketplace, and we are dedicated to making sure they have the assets, capabilities and insights to successfully serve the personalized desires of their clients and improve successful companies. We wish just about every of the Forbes honorees ongoing good results, and benefit their ongoing input and opinions so we can keep on to increase value in their LPL partnership.”

Forbes’ once-a-year lists are compiled with insights from SHOOK Analysis. Advisors are selected primarily based on quantitative and qualitative information, and are assessed on a selection of criteria, which includes in-individual interviews, several years of encounter, compliance documents and belongings underneath management**.

See the total 2022 Forbes Prime Ladies Prosperity Advisors list here. The Top Females Prosperity Advisors Best-in-State checklist can be accessed below.

About LPL Money:
LPL Economical (Nasdaq: LPLA) was founded on the basic principle that the business should really get the job done for the advisor, and not the other way close to. Currently, LPL is a chief in the markets we serve,* supporting virtually 20,000 economical advisors, and close to 800 institution-based expenditure systems and 500 unbiased RIA companies nationwide. We are steadfast in our dedication to the advisor-centered design and the perception that Individuals are worthy of access to personalised advice from a monetary advisor. At LPL, independence usually means that advisors have the flexibility they ought to have to opt for the enterprise design, products and services, and technological know-how assets that enable them to run their best practice. And they have the liberty to regulate their shopper interactions, mainly because they know their clientele greatest. Simply place, we acquire treatment of our advisors, so they can take care of their purchasers.

*Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Dealer in the U.S (Based on total revenues, Fiscal Scheduling journal 1996-2021) No. 1 company of 3rd-celebration brokerage solutions to banking companies and credit rating unions (2020-2021 Kehrer Bielan Exploration & Consulting Annual TPM Report) Fortune 500 Business as of June 2021. LPL and its affiliated businesses offer monetary products and services only from the United States.

**The Forbes position of America’s Prime Women of all ages Wealth Advisors and Best Gals Wealth Advisors Most effective-in-State, made by SHOOK Research, is based mostly on an algorithm of qualitative and quantitative info, ranking 1000’s of wealth advisors with a least of 7 decades of expertise and weighing factors like income developments, property beneath administration, compliance records, marketplace encounter and ideal procedures discovered by way of phone and in-particular person interviews. Portfolio effectiveness is not a criterion owing to various customer goals and absence of audited facts. Neither Forbes nor SHOOK receives a charge in exchange for rankings.

Securities and advisory companies offered as a result of LPL Economical LLC, an SEC-registered broker-vendor and financial commitment advisor. Member FINRA/ SIPC.

Throughout this conversation, the conditions “financial advisors” and “advisors” are utilized to refer to registered representatives and/or investment advisor representatives affiliated with LPL Fiscal LLC. We routinely disclose facts that may possibly be crucial to shareholders in the “Investor Relations” or “Press Releases” segment of our internet site.

LPL Financial, Forbes, SHOOK Study and the advisor firms stated are separate entities.
This award does not assess the excellent of companies presented to clientele and is not indicative of this advisor’s potential performance. Neither LPL Fiscal nor the advisors spend a cost to Forbes in trade for inclusion in the Prime Women of all ages Prosperity Advisors checklist.

Hook up with Us!

Media Get hold of:
Rachel Wood
(980) 428-3539
[email protected]