February 5, 2023


The business lovers

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

CHARLOTTE, N.C., Oct. 13, 2021 (World NEWSWIRE) — LPL Money LLC now declared that seven of its affiliated fiscal advisors have been regarded as a Prime Wealth Advisor Mom on a record recently posted by Performing Mother journal and SHOOK Investigation.

Advisors highlighted on this annual record are between 500 of the most effective mothers performing in prosperity management. They every single consider treatment of children 21 yrs or younger however dwelling in their house, all the while supporting families and companies get the job done towards their fiscal targets. The rating assesses every single advisor’s finest techniques and fundamental business enterprise parts these types of as their service versions, investing process, specific earnings stream, consumer retention charge and assets beneath management*.

LPL advisors regarded on the 2021 record are:

  • Julia Carlson, Money Flexibility Wealth Administration Group, Newport, Ore.
  • Sarah Carlson, Fulcrum Money Group, Spokane, Wash.
  • Sandra Cho, Pointwealth Cash Administration, Encino, Calif.
  • Laila Pence, Pence Wealth Administration, Newport Beach, Calif.
  • Winnie Sunshine, Sunshine Group Wealth Companions, Irvine, Calif.
  • Anh Tran, SageMint Wealth, Orange, Calif.
  • Joan Valenti, Valenti Wealth Administration, Farmington, Conn.

“On behalf of the LPL spouse and children, I increase our warmest congratulations and utmost admiration to these hugely effective performing mothers, whose enthusiasm for serving their customers carries on to travel constructive influence in our society,” explained Angela Xavier, LPL Money government vice president, Independent Advisor Companies. “These gals, with their ahead-wondering mindset and potent entrepreneurial spirit, are all pivotal to the achievement of their techniques. It is an honor for us to provide them with the guidance and independence required to operate flourishing techniques and fortify their consumer bases, while protecting a healthful get the job done-existence harmony. We are very pleased to call them our associates, and we appear ahead to their continued achievement.”

See the complete record of 2021 Prime Wealth Advisor Moms.

About LPL Money
LPL Money (Nasdaq: LPLA) was started on the basic principle that the organization ought to get the job done for the advisor, and not the other way around. Today, LPL is a chief** in the marketplaces we provide, supporting far more than 19,000 fiscal advisors, 800 institution-dependent investment decision applications and 450 independent RIA firms nationwide. We are steadfast in our dedication to the advisor-centered product and the belief that Individuals are worthy of access to aim guidance from a fiscal advisor. At LPL, independence indicates that advisors have the liberty they are worthy of to pick the business enterprise product, solutions, and engineering resources that make it possible for them to operate their best observe. And they have the liberty to deal with their consumer associations, due to the fact they know their customers finest. Simply set, we consider treatment of our advisors, so they can consider treatment of their customers.

*SHOOK Investigation regarded gals advisors with a baby 21 or younger however dwelling at house. Ranking algorithm is dependent on qualitative steps derived from telephone and in-person interviews and surveys: service versions, investing process, consumer retention, industry expertise, review of compliance records, organization nominations, etcetera. and quantitative conditions, these types of as assets beneath management and earnings created for their firms. Expenditure overall performance is not a criterion due to the fact consumer aims and danger tolerances differ, and advisors seldom have audited overall performance reports. Neither SHOOK nor Performing Mother Media receives payment from the advisors or their firms in exchange for placement on a rating. Rankings are dependent on the thoughts of SHOOK Investigation LLC and not indicative of long term overall performance or representative of any just one client’s expertise the firm’s study and rankings provide thoughts for how to pick the proper fiscal advisor. Earlier overall performance is not an sign of long term success.

**Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Independent Broker-Supplier in the U.S (Based mostly on overall revenues, Money Planning journal 1996-2021) No. one supplier of 3rd-get together brokerage solutions to banking companies and credit history unions (2020-2021 Kehrer Bielan Investigation & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021

Securities and advisory solutions presented via LPL Money LLC, an SEC- registered broker-supplier and investment decision advisor. Member FINRA/SIPC.

During this communication, the phrases “financial advisors” and “advisors” are utilised to refer to registered reps and/or investment decision advisor reps affiliated with LPL Money LLC. We routinely disclose facts that may perhaps be vital to shareholders in the “Investor Relations” or “Press Releases” segment of our website.

LPL Money, Performing Mother, SHOOK Investigation and the advisor firms outlined are all different entities.

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

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