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

CHARLOTTE, N.C., Oct. 07, 2021 (World NEWSWIRE) — LPL Financial LLC congratulates the seven LPL-affiliated fiscal advisors named to the 2021 Forbes Major Next-Gen Wealth Advisors list.

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

“On behalf of LPL, I congratulate this group of advisors for their dedication to supporting the detailed needs of their clientele,” explained Angela Xavier, LPL govt vice president, Impartial Advisor Solutions. “We are proud to partner with such gifted persons representing the following era major our market ahead.”

Chosen from just about 4,000 nominations, advisors acknowledged in the Forbes Next-Gen Wealth Advisors list were being chosen primarily based on insights from SHOOK Exploration, obtained by way of an algorithm of qualitative criterion and quantitative facts. Capable advisors will have to be under 40 and have a minimal of 4 years’ encounter, and they were being judged on criteria such as provider design, market encounter, earnings tendencies, shopper retention and property under management*.

See the comprehensive list of Forbes 2021 Major Next-Gen Wealth Advisors.

About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the basic principle that the agency must do the job for the advisor, and not the other way close to. Now, LPL is a leader** in the markets we serve, supporting more than 19,000 fiscal advisors, 800 establishment-primarily based expense courses and 450 impartial RIA companies nationwide. We are steadfast in our dedication to the advisor-centered design and the belief that Us citizens deserve obtain to aim advice from a fiscal advisor. At LPL, independence implies that advisors have the liberty they deserve to pick the small business design, products and services, and technological know-how methods that enable them to run their excellent follow. And they have the liberty to control their shopper interactions, since they know their clientele ideal. Simply put, we get care of our advisors, so they can get care of their clientele.

*The Forbes Next-Gen Wealth Advisors rankings, formulated by SHOOK Exploration, are primarily based on an algorithm of qualitative criterion, largely obtained by way of telephone and in-person because of diligence interviews, and quantitative facts. Individuals advisors that are thought of have a minimal of 4 years’ encounter, and the algorithm weighs elements like earnings tendencies, property under management, compliance information, market encounter and those that encompass the maximum criteria of ideal procedures. Portfolio efficiency is not a criterion because of to various shopper targets and lack of audited facts. Neither Forbes nor SHOOK obtain a fee in exchange for rankings.

**Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Impartial Broker-Vendor in the U.S (Primarily based on whole revenues, Financial Setting up journal June 1996-2020) No. 1 supplier of 3rd-party brokerage products and services to banking institutions and credit unions (2020-2021 Kehrer Bielan Exploration & Consulting Once-a-year TPM Report) Fortune five hundred as of June 2021

Securities and advisory products and services presented by way of LPL Financial LLC, an SEC- registered broker-seller and expense advisor. Member FINRA/SIPC.

During this communication, the conditions “financial advisors” and “advisors” are utilized to refer to registered representatives and/or expense advisor representatives affiliated with LPL Financial LLC. We routinely disclose info that may perhaps be significant to shareholders in the “Investor Relations” or “Press Releases” area of our web-site.

LPL Financial, Forbes, SHOOK Exploration and the advisor companies stated are all independent entities.

Join with Us!

Media Get in touch with:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]