June 21, 2024


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Four LPL Advisors Named to Barron’s Top 100 Independent Financial Advisors List for 2021

CHARLOTTE, N.C., Sept. 23, 2021 (World NEWSWIRE) — LPL Economical LLC (Nasdaq: LPLA) right now introduced the inclusion of four LPL-affiliated advisors on Barron’s yearly list of Leading one hundred Unbiased Economical Advisors, which include Charles Zhang*, rose from 2nd placement last calendar year to the claim the leading place on the 2021 list.

LPL advisors honored incorporate:

  • #one Charles Zhang
  • #25 Susan Kaplan
  • #32 Laila Pence
  • #sixty five Andy Schwartz

“We are pleased to see the difficult function and dedication of these advisors’ recognized calendar year following calendar year,” claimed Angela Xavier, LPL government vice president, Unbiased Advisor Expert services. “I want to congratulate Charles, Susan, Laila and Andy for their ongoing capacity to show fantastic leadership, give compassionate tips and provide ongoing success for their clientele. The unbiased design is starting to be increasingly extra eye-catching to fiscal advisors as it provides choice, transparency and flexibility in how they run. We proudly assistance our unbiased advisors and are dedicated to delivering them with partnership by way of business-main capabilities and strong organization means made to assistance them prosper.”

The Leading one hundred list actions candidates by way of belongings under management, income created for the firm and the over-all excellent of the advisor’s apply. In accordance to Barron’s, the goal is to shine a highlight on the nation’s greatest fiscal advisors, with an eye toward increasing requirements in the business.

About LPL Economical
LPL Economical (Nasdaq: LPLA) was launched on the principle that the firm should really function for the advisor, and not the other way all over. Right now, LPL is a leader** in the markets we serve, supporting extra than 19,000 fiscal advisors, 800 establishment-based expenditure programs and 450 unbiased RIA companies nationwide. We are steadfast in our dedication to the advisor-centered design and the perception that People in america ought to have access to aim steering from a fiscal advisor. At LPL, independence usually means that advisors have the flexibility they ought to have to select the organization design, expert services, and technologies means that permit them to operate their great apply. And they have the flexibility to handle their consumer relationships, simply because they know their clientele greatest. Just set, we choose care of our advisors, so they can choose care of their clientele. 

** Leading RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Unbiased Broker-Supplier in the U.S (Dependent on full revenues, Economical Planning journal June 1996-2020) No. one provider of 3rd-celebration brokerage expert services to banks and credit rating unions (2020-2021 Kehrer Bielan Investigate & Consulting Yearly TPM Report) Fortune five hundred as of June 2021

Securities and advisory expert services offered by way of LPL Economical LLC, an SEC- registered broker-seller and expenditure advisor. Member FINRA/SIPC. 

All over this conversation, the terms “financial advisors” and “advisors” are utilized to refer to registered reps and/or expenditure advisor reps affiliated with LPL Economical LLC. We routinely disclose data that may be important to shareholders in the “Investor Relations” or “Press Releases” part of our web page.

LPL Economical, Barron’s and the advisor companies mentioned are all different entities.

* Charles Zhang is a Economical Advisor of Zhang Economical, a registered expenditure advisor firm that makes use of LPL Economical for Custodial expert services. Zhang Economical and LPL Economical are different entities.

A full clarification of the methodologies for these awards can be found here.
The 2021 Barron’s Leading one hundred Unbiased Advisors award also usually takes into thought a huge assortment of qualitative variables, which include the advisors’ expertise, their state-of-the-art levels and business designations, the measurement, condition, and diversity of their teams, their charitable and philanthropic function and, of training course, their compliance data.

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Lauren Hoyt-Williams
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