LPL-Affiliated Advisors Honored as 2021 ‘Top Wealth Advisor Moms’

CHARLOTTE, N.C., Oct. thirteen, 2021 (World NEWSWIRE) — LPL Financial LLC nowadays announced that 7 of its affiliated financial advisors have been identified as a Top rated Wealth Advisor Mom on a list recently posted by Working Mother magazine and SHOOK Research.

Advisors highlighted on this once-a-year list are among the five hundred of the most thriving mothers doing the job in wealth administration. They every acquire treatment of kids 21 many years or more youthful nevertheless residing in their household, all the while assisting people and businesses function toward their financial targets. The position assesses every advisor’s ideal practices and basic business parts these kinds of as their company versions, investing approach, particular person profits stream, customer retention price and property beneath administration*.

LPL advisors identified on the 2021 list are:

  • Julia Carlson, Financial Flexibility Wealth Administration Team, Newport, Ore.
  • Sarah Carlson, Fulcrum Financial Team, Spokane, Clean.
  • Sandra Cho, Pointwealth Cash Administration, Encino, Calif.
  • Laila Pence, Pence Wealth Administration, Newport Seashore, Calif.
  • Winnie Sunshine, Sunshine Team Wealth Partners, Irvine, Calif.
  • Anh Tran, SageMint Wealth, Orange, Calif.
  • Joan Valenti, Valenti Wealth Administration, Farmington, Conn.

“On behalf of the LPL loved ones, I prolong our warmest congratulations and utmost admiration to these remarkably thriving doing the job mothers, whose passion for serving their shoppers continues to push constructive affect in our modern society,” mentioned Angela Xavier, LPL Financial govt vice president, Independent Advisor Products and services. “These women, with their ahead-thinking way of thinking and solid entrepreneurial spirit, are all pivotal to the achievement of their practices. It is an honor for us to provide them with the help and independence needed to operate flourishing practices and fortify their customer bases, while maintaining a healthier function-lifestyle stability. We are happy to phone them our partners, and we search ahead to their ongoing achievement.”

See the comprehensive list of 2021 Top rated Wealth Advisor Mothers.

About LPL Financial
LPL Financial (Nasdaq: LPLA) was started on the principle that the firm really should function for the advisor, and not the other way about. These days, LPL is a chief** in the markets we provide, supporting much more than 19,000 financial advisors, 800 establishment-primarily based investment decision programs and 450 independent RIA companies nationwide. We are steadfast in our dedication to the advisor-centered model and the belief that Us citizens deserve entry to aim guidance from a financial advisor. At LPL, independence usually means that advisors have the independence they deserve to pick out the business model, expert services, and technology methods that enable them to operate their perfect apply. And they have the independence to manage their customer relationships, for the reason that they know their shoppers ideal. Simply put, we acquire treatment of our advisors, so they can acquire treatment of their shoppers.

*SHOOK Research regarded women advisors with a youngster 21 or more youthful nevertheless residing at household. Position algorithm is primarily based on qualitative steps derived from phone and in-human being interviews and surveys: company versions, investing approach, customer retention, sector experience, evaluation of compliance information, firm nominations, and so forth. and quantitative requirements, these kinds of as property beneath administration and profits produced for their companies. Financial commitment functionality is not a criterion for the reason that customer aims and risk tolerances vary, and advisors not often have audited functionality stories. Neither SHOOK nor Working Mother Media gets compensation from the advisors or their companies in exchange for placement on a position. Rankings are primarily based on the thoughts of SHOOK Research LLC and not indicative of long term functionality or agent of any a person client’s experience the firm’s analysis and rankings provide thoughts for how to pick out the right financial advisor. Previous functionality is not an indicator of long term success.

**Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Independent Broker-Dealer in the U.S (Based mostly on total revenues, Financial Preparing magazine 1996-2021) No. 1 supplier of 3rd-social gathering brokerage expert services to financial institutions and credit score unions (2020-2021 Kehrer Bielan Research & Consulting Yearly TPM Report) Fortune five hundred as of June 2021

Securities and advisory expert services offered through LPL Financial LLC, an SEC- registered broker-dealer and investment decision advisor. Member FINRA/SIPC.

In the course of this interaction, the conditions “financial advisors” and “advisors” are utilised to refer to registered reps and/or investment decision advisor reps affiliated with LPL Financial LLC. We routinely disclose information and facts that may perhaps be vital to shareholders in the “Investor Relations” or “Press Releases” section of our site.

LPL Financial, Working Mother, SHOOK Research and the advisor companies stated are all individual entities.

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

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