July 14, 2024


The business lovers

Alia Wealth Partners Joins LPL Strategic Wealth Services

CHARLOTTE, N.C., Oct. 06, 2021 (Globe NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) declared currently that Lindsey D. Rhea CFP® of Alia Wealth Companions has joined LPL Financial’s broker-supplier, corporate registered investment advisor (RIA) and custodial platforms, affiliating with LPL’s Strategic Wealth Companies (SWS) design. She reported having served approximately $260 million in advisory, brokerage and retirement strategy property*. She joins LPL from Wells Fargo Advisors Financial Network.

Dependent in Germantown, Tenn., Rhea, 36, is an founded, subsequent-technology advisor who released her individual exercise in 2018. As Operator and Wealth Strategist of Alia Wealth Companions, Rhea functions carefully with her consumers to formulate investment techniques and alternatives created to match just about every individual’s unique targets and goals. Her accomplishment has led to numerous business awards, together with 2020 and 2021 Forbes Top rated Ladies Wealth Advisor, 2019-2021 Forbes Finest-In-Point out Wealth Advisor and 2019 Forbes Following-Gen Finest-In-Point out Wealth Advisor. She is joined at Alia by Director of Shopper Companies, Leslie M. Parker and Director of Initial Impressions, Jennifer K. Locke.

Seeking to elevate her clients’ encounters and programs for upcoming progress, Rhea selected to partner with LPL’s Strategic Wealth Companies supplying. “We went by an comprehensive because of diligence procedure and LPL genuinely stood out for the depth of means provided,” Rhea stated. “LPL is a perfectly-oiled device and checked the packing containers for all the answers I was seeking for. My top rated precedence was the capability to enhance the shopper practical experience by providing them with progressive new equipment they can use to very easily accessibility their account information and facts.”

With the added layer of support from SWS, Rhea believes she and her team will also have improved encounters. All SWS advisors have accessibility to LPL’s built-in wealth administration system and progressive means created to enable them thrive. In addition, they get ongoing, customized support for every day operations and very long-phrase business enterprise administration, together with a dedicated business enterprise strategist, CFO, and marketing, assistance and administrative support. “LPL’s SWS team is an extended part of my exercise so that we do not have to do every thing on our individual,” Rhea stated. “It is refreshing to have dedicated support from SWS team associates with diverse skillsets, who are gurus in their discipline, taking some of the matters off my plate so I can aim on my consumers.”

Rhea built the transfer to LPL with programs for very long-phrase progress in purchase to support consumers for generations to arrive. She stated, “What we’re undertaking in this article is placing the stage for the upcoming of this business enterprise. I want to expand our business, and this transition is a way for me to action again, make certain I’m partnered with the correct affiliate, meet new advisors and genuinely make out the Alia model.”

Outside the house of work, Rhea is deeply associated in her neighborhood. She is board chairman for Memphis Oral School for the Deaf, as perfectly as an lively member of the Management Germantown Board, the Memphis Chapter of Nationwide Association of Ladies Enterprise Owners, and the Germantown Region Chamber of Commerce, between other people. She also volunteers on the Advisory Board for the College of Memphis Sigma Kappa Sorority Chapter.

Scott Posner, LPL executive vice president, Enterprise Progress, mentioned, “We warmly welcome Lindsey and her team to the LPL neighborhood, and are honored they turned to us as they thoughtfully put together for the subsequent chapter in their business enterprise. We are dedicated to providing advisors with ultimate overall flexibility and customized contemporary answers as they make their ideal exercise. For our SWS advisors, we’ve taken expertise throughout many complicated regions to give them with a dedicated support team to enable them elevate the shopper practical experience, differentiate their business enterprise and speed up the accomplishment of their exercise. We glance forward to a very long-long lasting, successful and remarkable partnership with Alia Wealth Companions.”

Study extra about Alia Wealth Companions.

Advisors, find an LPL business enterprise improvement representative near you.

About LPL Financial
LPL Financial (Nasdaq: LPLA) was started on the principle that the organization really should work for the advisor, and not the other way all-around. Today, LPL is a leader** in the markets we provide, supporting extra than 19,000 financial advisors, 800 establishment-centered investment programs and 450 independent RIA firms nationwide. We are steadfast in our motivation to the advisor-centered design and the belief that Individuals are entitled to accessibility to objective assistance from a financial advisor. At LPL, independence means that advisors have the freedom they are entitled to to pick the business enterprise design, companies, and technologies means that let them to operate their ideal exercise. And they have the freedom to take care of their shopper associations, for the reason that they know their consumers very best. Just set, we get treatment of our advisors, so they can get treatment of their consumers.

** Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Independent Broker-Supplier in the U.S (Dependent on complete revenues, Financial Scheduling magazine 1996-2021) No. one company of 3rd-occasion brokerage companies to financial institutions and credit unions (2020-2021 Kehrer Bielan Analysis & Consulting Annual TPM Report) Fortune five hundred as of June 2021

*Dependent on prior business enterprise and represents property that would have been custodied at LPL Financial, somewhat than 3rd-occasion custodians. Described property and shopper quantities have not been independently and completely confirmed by LPL Financial.

Securities and advisory companies provided by LPL Financial LLC, an SEC- registered broker-supplier and investment advisor. Member FINRA/ SIPC

Through this communication, the terms “financial advisors” and “advisors” are applied to refer to registered reps and/or investment advisor reps affiliated with LPL Financial LLC. We routinely disclose information and facts that may perhaps be essential to shareholders in the “Investor Relations” or “Press Releases” area of our web site.

Alia Wealth Companions and LPL Financial are separate entities.

The Forbes position of America’s Top rated Ladies Wealth Advisors, developed by SHOOK Analysis, is centered on an algorithm of qualitative and quantitative data, rating 1000’s of wealth advisors with a bare minimum of seven many years of practical experience and weighing aspects like earnings developments, property below administration, compliance information, business practical experience and very best procedures realized by phone and in-individual interviews.

The Forbes position of Top rated Following-Generation Wealth Advisors, developed by SHOOK Analysis, is centered on an algorithm of qualitative and quantitative data, rating 1000’s of wealth advisors born in or after 1980. Advisors are interviewed by phone and in individual to appraise assistance designs, investing procedure, practical experience concentrations and integrity. Supplemental aspects deemed consist of compliance history, shopper retention, revenues produced for their firms and property managed.

The Forbes Finest-In-Point out Wealth Advisor position, developed by SHOOK Analysis, is centered on in-individual and phone because of diligence meetings and a position algorithm that involves: shopper retention, business practical experience, review of compliance information, organization nominations and quantitative standards, together with: property below administration and earnings generated for their firms.

In all a few rankings, portfolio overall performance is not a criterion because of to varying shopper goals and deficiency of audited data. Neither Forbes nor SHOOK Analysis receives a payment in exchange for rankings.

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