CHARLOTTE, N.C., Sept. 23, 2021 (World NEWSWIRE) — LPL Money LLC (Nasdaq: LPLA) right now announced the inclusion of 4 LPL-affiliated advisors on Barron’s once-a-year listing of Prime a hundred Independent Money Advisors, together with Charles Zhang*, rose from next place very last 12 months to the declare the leading place on the 2021 listing.
LPL advisors honored involve:
- #1 Charles Zhang
- #25 Susan Kaplan
- #32 Laila Pence
- #sixty five Andy Schwartz
“We are happy to see the hard do the job and motivation of these advisors’ regarded 12 months immediately after 12 months,” claimed Angela Xavier, LPL govt vice president, Independent Advisor Companies. “I want to congratulate Charles, Susan, Laila and Andy for their continued potential to exhibit excellent leadership, present compassionate tips and produce continued success for their consumers. The unbiased design is becoming increasingly far more appealing to economical advisors as it gives decision, transparency and freedom in how they work. We proudly guidance our unbiased advisors and are fully commited to delivering them with partnership as a result of marketplace-foremost capabilities and robust small business assets made to help them prosper.”
The Prime a hundred listing measures candidates as a result of property beneath administration, profits produced for the agency and the overall quality of the advisor’s follow. According to Barron’s, the purpose is to glow a highlight on the nation’s most effective economical advisors, with an eye toward elevating requirements in the marketplace.
About LPL Money
LPL Money (Nasdaq: LPLA) was launched on the theory that the agency ought to do the job for the advisor, and not the other way all around. Now, LPL is a leader** in the marketplaces we serve, supporting far more than 19,000 economical advisors, 800 institution-primarily based expense packages and 450 unbiased RIA corporations nationwide. We are steadfast in our motivation to the advisor-centered design and the belief that People in america ought to have access to objective assistance from a economical advisor. At LPL, independence signifies that advisors have the freedom they ought to have to pick out the small business design, products and services, and engineering assets that let them to run their great follow. And they have the freedom to manage their customer interactions, because they know their consumers most effective. Merely set, we acquire treatment of our advisors, so they can acquire treatment of their consumers.
** Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Independent Broker-Supplier in the U.S (Based on full revenues, Money Arranging journal June 1996-2020) No. 1 supplier of third-celebration brokerage products and services to banking institutions and credit rating unions (2020-2021 Kehrer Bielan Analysis & Consulting Yearly TPM Report) Fortune 500 as of June 2021
Securities and advisory products and services presented as a result of LPL Money LLC, an SEC- registered broker-dealer and expense advisor. Member FINRA/SIPC.
All over this communication, the conditions “financial advisors” and “advisors” are used to refer to registered associates and/or expense advisor associates affiliated with LPL Money LLC. We routinely disclose details that may well be important to shareholders in the “Investor Relations” or “Press Releases” part of our website.
LPL Money, Barron’s and the advisor corporations stated are all different entities.
* Charles Zhang is a Money Advisor of Zhang Money, a registered expense advisor agency that makes use of LPL Money for Custodial products and services. Zhang Money and LPL Money are different entities.
A entire rationalization of the methodologies for these awards can be found here.
The 2021 Barron’s Prime a hundred Independent Advisors award also takes into thing to consider a wide selection of qualitative factors, together with the advisors’ encounter, their innovative levels and marketplace designations, the sizing, condition, and variety of their groups, their charitable and philanthropic do the job and, of study course, their compliance information.
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