June 12, 2024


Passion For Business

LPL Financial Welcomes Advisor Sean Khaligh

CHARLOTTE, N.C., Oct. 04, 2021 (Globe NEWSWIRE) — LPL Monetary LLC (Nasdaq:LPLA) today introduced that fiscal advisor Sean Khaligh CFP® has joined LPL Financial’s broker-vendor, hybrid registered investment advisor (RIA) and custodial platforms. He is aligned with The Monetary Solutions Community, an existing LPL huge organization. Khaligh noted having served somewhere around $a hundred and seventy million in advisory and brokerage belongings*. He joins from Wells Fargo Advisors.

Khaligh, a Dreamer who was born in Iran and immigrated to The united states at age 12—not equipped to discuss a word of English at the time,—said the latest world wide pandemic opened his eyes and established the vision for the long run of his business enterprise. “I went from performing at a bank department to all of a sudden performing from residence. I was in a state of shock, but it also gave me the option to assume extended and tricky. I understood our time on earth is minimal and we have to have to be equipped to do the matters we want to in our lifestyle,” Khaligh stated.

For Khaligh, that meant turning his desire of constructing a business and proudly owning his individual business enterprise into a actuality. Which is something that he at the time was instructed would never happen.

As a teen, Khaligh was forced to improve up immediately to aid his mom and dad soon after the family members lost much of their dollars during the immigration system. He obtained his very first job in the fiscal products and services marketplace even though nevertheless in higher education, also performing aspect time as a lifeguard to aid pay the expenses. But just one day, early in his profession, a colleague stated something that he will never fail to remember. “He stated I would never be effective as a fiscal advisor simply mainly because of my past name and the stigma involved with Iran,” Khaligh stated. “But I understood I could be a excellent advisor and do excellent matters for my consumers. I was a lot more determined than ever to make something of myself.”

He went on to create a client-centric follow concentrated on helping folks, people and business enterprise entrepreneurs improve, handle and changeover wealth. With the transfer to LPL and The Community, Khaligh has released EQ Non-public Wealth Advisors in Palos Verdes, Calif. “I desired to create a firm based on tendencies going on in the nation and marketplace. With LPL’s progressive technologies and vast methods, I consider I’ll be equipped to do boost my services and choices for my consumers. I can manufacturer my individual business enterprise and improve immediately, hopefully as a result of acquisitions and having above for retiring advisors,” Khaligh stated. “I’ll also have the local aid and knowledge from the workforce at The Community. I am blessed to have began the business enterprise so younger. I’m just 37 and nevertheless have at least a different 30 yrs still left in my profession. I simply cannot hold out to see what the long run holds.”

Scott Posner, LPL executive vice president, Organization Growth, said, “We are impressed by Sean’s story and journey to independence. He has developed a remarkably effective business enterprise serving his consumers, and we are honored Sean turned to LPL and The Community as he seeks new strategies to elevate his follow on his individual conditions. The unbiased business enterprise model offers advisors the freedom and adaptability to supply objective fiscal advice to their consumers. We will carry on to leverage our scale to provide progressive technologies, differentiated services ordeals and other wealth administration methods that produce value and aid LPL advisors tackle the evolving demands of their consumers. We welcome Sean to the LPL group and glimpse ahead to a extended-lasting partnership with EQ Non-public Wealth Advisors.”

Read through about other firms that not long ago joined LPL in the LPL Monetary News and Media part of LPL.com.

Advisors, come across an LPL business enterprise enhancement representative near you.

About LPL Monetary
LPL Monetary (Nasdaq: LPLA) was established on the theory that the firm ought to operate for the advisor, and not the other way about. Currently, LPL is a leader** in the markets we serve, supporting a lot more than 19,000 fiscal advisors, 800 establishment-based investment applications and 450 unbiased RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the perception that Individuals have earned obtain to objective advice from a fiscal advisor. At LPL, independence means that advisors have the freedom they have earned to decide on the business enterprise model, products and services, and technologies methods that allow for them to operate their perfect follow. And they have the freedom to handle their client interactions, mainly because they know their consumers finest. Simply put, we choose care of our advisors, so they can choose care of their consumers.

** Best RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Impartial Broker-Supplier in the U.S (Centered on overall revenues, Monetary Arranging journal 1996-2021) No. 1 provider of 3rd-bash brokerage products and services to banking companies and credit history unions (2020-2021 Kehrer Bielan Investigate & Consulting Yearly TPM Report) Fortune 500 Company as of June 2021

*Centered on prior business enterprise and signifies belongings that would have been custodied at LPL Monetary, fairly than 3rd-bash custodians. Documented belongings and client figures have not been independently and entirely verified by LPL Monetary.

Securities and advisory products and services offered as a result of LPL Monetary LLC, an SEC- registered broker-vendor and investment advisor. Member FINRA/SIPC

All over this communication, the conditions “financial advisors” and “advisors” are utilised to refer to registered associates and/or investment advisor associates affiliated with LPL Monetary LLC. We routinely disclose facts that may well be essential to shareholders in the “Investor Relations” or “Press Releases” part of our website.

EQ Non-public Wealth Advisors, The Monetary Solutions Community and LPL Monetary are separate entities.

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