LPL Financial Advisors Named to 2022 Forbes Top Women Advisor Lists

CHARLOTTE, N.C., Feb. 09, 2022 (World NEWSWIRE) — LPL Money LLC (Nasdaq:LPLA) congratulates the 26 LPL-affiliated advisors who have been acknowledged on the 2022 Forbes Prime Females Prosperity Advisors and Leading Ladies Prosperity Advisors Best-in-Point out lists. These reviews detect U.S.-based female economical advisors who are top the way in providing economical information and greatest practices to their customers, according to Forbes.

The pursuing women have been regarded as equally Top 100 Ladies Prosperity Advisors and Prime Women Prosperity Advisors Best-in-State:

  • Laila Pence, Pence Wealth Administration, Newport Beach, Calif.
  • Kay Lynn Mayhue, Merit Financial Advisors, Alpharetta, Ga.
  • Susan Kaplan, Kaplan Money Expert services, Newton, Mass.
  • Deborah Danielson, Danielson Money Team, Las Vegas

20-two advisors have been named to the Ideal-in-State record:

  • Sandra Cho, Pointwealth Capital Management, Encino, Calif.
  • Loreen Gilbert, WealthWise Economic Expert services, Irvine, Calif.
  • Kristina Kuprina, Sequoia Wealth Advisors & Investment decision Management, San Jose, Calif.
  • Anh Tran, SageMint Prosperity, Orange, Calif.
  • Lori Value, Cost Financial Team, Wilton, Conn.
  • Joan Valenti, LPL Economical, Farmington, Conn.
  • Karen Lee, Karen Lee and Associates, Atlanta
  • Judy VanArsdale, Lakeview Wealth Administration, Deer Park, Sick.
  • Gina Bolvin Bernarduci, Bolvin Prosperity, Boston
  • Deborah Goodman, Goodman Advisory Team, Needham, Mass.
  • Lisa Guzek Montagne, LGM Prosperity Administration, Bloomington, Minn.
  • Barbara Ginty, Independent Financial Solutions, Kingston, N.Y.
  • Mackenzie Marshall, LPL Economic, Hudson, Ohio
  • Amy Valentine, Planned Economic Services, Brecksville, Ohio
  • Yuanyuan Yang, Prepared Economical Solutions, Cleveland
  • Julia Carlson, Economical Liberty Prosperity Administration Group, Newport, Ore.
  • Kristy Motta, Consolidated Economical Administration, Beaverton, Ore.
  • Lisa Bodine, Penn Wealth Scheduling, New Hope, Pa.
  • Leslie Williams, Very first Monetary Networks, Inc., Exton, Pa.
  • Susan Wilkinson, Wilkinson Wealth Administration LLC, Charlottesville, Va.
  • Sarah Carlson, Fulcrum Monetary Team, Spokane, Clean.
  • Lori Watt, IAG Prosperity Partners, Waukesha, Wis.

“On behalf of the LPL staff, I congratulate every of these gals for properly leveraging the unbiased system to increase their professions and empower shoppers all through the region in pursuit of their economic aims,” explained Angela Xavier, LPL govt vice president, Impartial Advisor Products and services. “Women are an crucial section of the evolving advisor marketplace, and we are committed to making sure they have the resources, capabilities and insights to correctly serve the customized requires of their clientele and develop effective organizations. We desire each individual of the Forbes honorees continued success, and price their ongoing input and feed-back so we can carry on to expand benefit in their LPL marriage.”

Forbes’ annual lists are compiled with insights from SHOOK Analysis. Advisors are chosen based mostly on quantitative and qualitative data, and are assessed on a assortment of standards, together with in-man or woman interviews, decades of experience, compliance records and property beneath administration**.

See the whole 2022 Forbes Prime Women Prosperity Advisors listing below. The Prime Women of all ages Prosperity Advisors Ideal-in-Point out checklist can be accessed listed here.

About LPL Financial:
LPL Financial (Nasdaq: LPLA) was started on the principle that the organization really should perform for the advisor, and not the other way about. Right now, LPL is a leader in the marketplaces we provide,* supporting practically 20,000 financial advisors, and approximately 800 institution-based investment applications and 500 unbiased RIA corporations nationwide. We are steadfast in our motivation to the advisor-centered product and the belief that People in america are entitled to accessibility to customized steering from a economical advisor. At LPL, independence implies that advisors have the flexibility they are worthy of to opt for the business enterprise design, products and services, and know-how sources that make it possible for them to run their perfect exercise. And they have the freedom to regulate their client interactions, for the reason that they know their purchasers most effective. Simply just place, we consider care of our advisors, so they can choose treatment of their clientele.

*Prime RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Unbiased Broker-Seller in the U.S (Dependent on full revenues, Monetary Preparing journal 1996-2021) No. 1 supplier of third-bash brokerage expert services to banks and credit rating unions (2020-2021 Kehrer Bielan Exploration & Consulting Once-a-year TPM Report) Fortune 500 Enterprise as of June 2021. LPL and its affiliated organizations supply money solutions only from the United States.

**The Forbes position of America’s Best Ladies Wealth Advisors and Leading Girls Wealth Advisors Very best-in-Condition, produced by SHOOK Study, is based mostly on an algorithm of qualitative and quantitative knowledge, score countless numbers of prosperity advisors with a bare minimum of 7 yrs of knowledge and weighing factors like profits trends, assets beneath administration, compliance information, industry knowledge and most effective methods uncovered as a result of phone and in-particular person interviews. Portfolio efficiency is not a criterion thanks to varying client goals and absence of audited information. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

Securities and advisory solutions made available by way of LPL Money LLC, an SEC-registered broker-supplier and investment decision advisor. Member FINRA/ SIPC.

Throughout this interaction, the terms “financial advisors” and “advisors” are employed to refer to registered representatives and/or expenditure advisor associates affiliated with LPL Financial LLC. We routinely disclose facts that may be essential to shareholders in the “Investor Relations” or “Press Releases” part of our web page.

LPL Economical, Forbes, SHOOK Investigate and the advisor companies stated are different entities.
This award does not consider the quality of services presented to shoppers and is not indicative of this advisor’s long run efficiency. Neither LPL Monetary nor the advisors pay out a price to Forbes in trade for inclusion in the Top Gals Wealth Advisors checklist.

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Rachel Wooden
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