CHARLOTTE, N.C., Oct. 06, 2021 (World NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) declared now that Lindsey D. Rhea CFP® of Alia Prosperity Associates has joined LPL Financial’s broker-supplier, company registered expenditure advisor (RIA) and custodial platforms, affiliating with LPL’s Strategic Prosperity Providers (SWS) product. She reported owning served about $260 million in advisory, brokerage and retirement plan property*. She joins LPL from Wells Fargo Advisors Financial Community.
Dependent in Germantown, Tenn., Rhea, 36, is an set up, future-technology advisor who introduced her personal observe in 2018. As Operator and Prosperity Strategist of Alia Prosperity Associates, Rhea works closely with her consumers to formulate expenditure strategies and alternatives built to match every individual’s unique targets and objectives. Her success has led to quite a few marketplace awards, including 2020 and 2021 Forbes Major Gals Prosperity Advisor, 2019-2021 Forbes Most effective-In-Point out Prosperity Advisor and 2019 Forbes Up coming-Gen Most effective-In-Point out Prosperity Advisor. She is joined at Alia by Director of Customer Providers, Leslie M. Parker and Director of Very first Impressions, Jennifer K. Locke.
On the lookout to elevate her clients’ ordeals and strategies for future development, Rhea chose to associate with LPL’s Strategic Prosperity Providers giving. “We went via an extensive because of diligence process and LPL actually stood out for the depth of assets made available,” Rhea claimed. “LPL is a effectively-oiled equipment and checked the containers for all the solutions I was searching for. My prime precedence was the capability to boost the consumer knowledge by providing them with revolutionary new resources they can use to quickly access their account information.”
With the supplemental layer of assist from SWS, Rhea believes she and her crew will also have increased ordeals. All SWS advisors have access to LPL’s built-in prosperity administration platform and revolutionary assets built to aid them prosper. In addition, they get ongoing, personalized assist for each day functions and very long-time period company administration, including a devoted company strategist, CFO, and marketing and advertising, assistance and administrative assist. “LPL’s SWS crew is an extended aspect of my observe so that we really don’t have to do everything on our personal,” Rhea claimed. “It is refreshing to have devoted assist from SWS crew associates with distinct skillsets, who are gurus in their industry, taking some of the things off my plate so I can emphasis on my consumers.”
Rhea built the transfer to LPL with strategies for very long-time period development in get to assist consumers for generations to appear. She claimed, “What we’re carrying out here is setting the stage for the future of this company. I want to increase our place of work, and this transition is a way for me to action back again, make positive I’m partnered with the appropriate affiliate, fulfill new advisors and actually establish out the Alia brand name.”
Outside the house of work, Rhea is deeply included in her community. She is board chairman for Memphis Oral College for the Deaf, as effectively as an lively member of the Leadership Germantown Board, the Memphis Chapter of Countrywide Association of Gals Company Entrepreneurs, and the Germantown Location Chamber of Commerce, among the some others. She also volunteers on the Advisory Board for the College of Memphis Sigma Kappa Sorority Chapter.
Scott Posner, LPL govt vice president, Company Growth, said, “We warmly welcome Lindsey and her crew to the LPL community, and are honored they turned to us as they thoughtfully get ready for the future chapter in their company. We are dedicated to providing advisors with ultimate versatility and personalized modern-day solutions as they establish their fantastic observe. For our SWS advisors, we’ve taken abilities across several complicated regions to provide them with a devoted assist crew to aid them elevate the consumer knowledge, differentiate their company and accelerate the success of their observe. We look forward to a very long-lasting, productive and exciting partnership with Alia Prosperity Associates.”
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About LPL Financial
LPL Financial (Nasdaq: LPLA) was started on the principle that the company ought to work for the advisor, and not the other way all around. Right now, LPL is a chief** in the marketplaces we serve, supporting more than 19,000 financial advisors, 800 establishment-based expenditure packages and 450 impartial RIA companies nationwide. We are steadfast in our dedication to the advisor-centered product and the belief that Us citizens should have access to aim steering from a financial advisor. At LPL, independence means that advisors have the freedom they should have to pick the company product, solutions, and engineering assets that enable them to run their fantastic observe. And they have the freedom to regulate their consumer interactions, because they know their consumers ideal. Merely put, we consider care of our advisors, so they can consider care of their consumers.
** Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Independent Broker-Supplier in the U.S (Dependent on overall revenues, Financial Setting up magazine 1996-2021) No. 1 company of 3rd-party brokerage solutions to financial institutions and credit rating unions (2020-2021 Kehrer Bielan Investigation & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
*Dependent on prior company and signifies property that would have been custodied at LPL Financial, instead than 3rd-party custodians. Noted property and consumer numbers have not been independently and fully confirmed by LPL Financial.
Securities and advisory solutions made available via LPL Financial LLC, an SEC- registered broker-supplier and expenditure advisor. Member FINRA/ SIPC
In the course of this interaction, the phrases “financial advisors” and “advisors” are used to refer to registered reps and/or expenditure advisor reps affiliated with LPL Financial LLC. We routinely disclose information that may perhaps be significant to shareholders in the “Investor Relations” or “Press Releases” section of our website.
Alia Prosperity Associates and LPL Financial are individual entities.
The Forbes ranking of America’s Major Gals Prosperity Advisors, developed by SHOOK Investigation, is based on an algorithm of qualitative and quantitative facts, rating thousands of prosperity advisors with a minimum of seven a long time of knowledge and weighing variables like income traits, property beneath administration, compliance documents, marketplace knowledge and ideal methods realized via telephone and in-human being interviews.
The Forbes ranking of Major Up coming-Era Prosperity Advisors, developed by SHOOK Investigation, is based on an algorithm of qualitative and quantitative facts, rating thousands of prosperity advisors born in or immediately after 1980. Advisors are interviewed by telephone and in human being to assess assistance designs, investing process, knowledge levels and integrity. Extra variables regarded as consist of compliance report, consumer retention, revenues developed for their companies and property managed.
The Forbes Most effective-In-Point out Prosperity Advisor ranking, developed by SHOOK Investigation, is based on in-human being and telephone because of diligence conferences and a ranking algorithm that incorporates: consumer retention, marketplace knowledge, overview of compliance documents, company nominations and quantitative standards, including: property beneath administration and income produced for their companies.
In all 3 rankings, portfolio general performance is not a criterion because of to different consumer objectives and absence of audited facts. Neither Forbes nor SHOOK Investigation receives a fee in trade for rankings.
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