September 22, 2023


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Seven LPL Financial Advisors Recognized by Forbes as Top Next-Gen Advisors

CHARLOTTE, N.C., Oct. 07, 2021 (World NEWSWIRE) — LPL Economical LLC congratulates the seven LPL-affiliated financial advisors named to the 2021 Forbes Best Subsequent-Gen Wealth Advisors list.

  • Patrick Deeg, Marks Group Wealth Administration, Minnetonka, Minn.
  • Alex Lewis, Blackbridge Economical, Irmo, S.C.
  • Craig Macomber, Stratos Wealth Partners, Irvine, Calif.
  • Jason Priebe, Priebe Wealth, Maple Grove, Minn.
  • Matthew Riesenweber, Cornerstone Wealth Techniques, Kennewick, Wash.
  • Eugene Songy, South Louisiana Economical Solutions, LLC, Cut Off, La.
  • Marc Specht, PM Wealth Administration, New York, N.Y.

“On behalf of LPL, I congratulate this team of advisors for their determination to supporting the extensive desires of their clients,” explained Angela Xavier, LPL executive vice president, Impartial Advisor Solutions. “We are very pleased to lover with this sort of proficient people today symbolizing the subsequent era major our industry ahead.”

Picked from almost 4,000 nominations, advisors identified in the Forbes Subsequent-Gen Wealth Advisors list had been selected dependent on insights from SHOOK Study, gained via an algorithm of qualitative criterion and quantitative details. Qualified advisors need to be underneath forty and have a minimal of four years’ working experience, and they had been judged on standards this sort of as support design, industry working experience, profits tendencies, customer retention and property underneath management*.

See the full list of Forbes 2021 Best Subsequent-Gen Wealth Advisors.

About LPL Economical
LPL Economical (Nasdaq: LPLA) was started on the principle that the company should really operate for the advisor, and not the other way close to. Currently, LPL is a leader** in the marketplaces we serve, supporting far more than 19,000 financial advisors, 800 establishment-dependent investment courses and 450 independent RIA firms nationwide. We are steadfast in our determination to the advisor-centered design and the belief that Us residents are worthy of entry to aim direction from a financial advisor. At LPL, independence indicates that advisors have the liberty they are worthy of to pick the company design, expert services, and technologies resources that allow them to operate their fantastic exercise. And they have the liberty to manage their customer relationships, because they know their clients best. Simply just put, we consider treatment of our advisors, so they can consider treatment of their clients.

*The Forbes Subsequent-Gen Wealth Advisors rankings, produced by SHOOK Study, are dependent on an algorithm of qualitative criterion, mainly gained via telephone and in-person because of diligence interviews, and quantitative details. People advisors that are thought of have a minimal of four years’ working experience, and the algorithm weighs elements like profits tendencies, property underneath management, compliance records, industry working experience and those that encompass the best expectations of best tactics. Portfolio functionality is not a criterion because of to different customer targets and lack of audited details. Neither Forbes nor SHOOK get a fee in trade for rankings.

**Best RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Impartial Broker-Vendor in the U.S (Primarily based on whole revenues, Economical Organizing magazine June 1996-2020) No. one service provider of third-celebration brokerage expert services to banking institutions and credit history unions (2020-2021 Kehrer Bielan Study & Consulting Annual TPM Report) Fortune five hundred as of June 2021

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

During this communication, the phrases “financial advisors” and “advisors” are employed to refer to registered representatives and/or investment advisor representatives affiliated with LPL Economical LLC. We routinely disclose details that may perhaps be critical to shareholders in the “Investor Relations” or “Press Releases” area of our web page.

LPL Economical, Forbes, SHOOK Study and the advisor firms detailed are all individual entities.

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Media Get hold of:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]