July 21, 2024


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LPL Financial Advisors Named to 2022 Forbes Top Women Advisor Lists

CHARLOTTE, N.C., Feb. 09, 2022 (World NEWSWIRE) — LPL Economical LLC (Nasdaq:LPLA) congratulates the 26 LPL-affiliated advisors who have been acknowledged on the 2022 Forbes Best Women Prosperity Advisors and Top Women of all ages Wealth Advisors Most effective-in-Point out lists. These reviews recognize U.S.-based feminine economic advisors who are leading the way in offering fiscal tips and most effective techniques to their customers, in accordance to Forbes.

The adhering to gals have been recognized as both of those Top 100 Girls Prosperity Advisors and Best Girls Prosperity Advisors Very best-in-State:

  • Laila Pence, Pence Wealth Management, Newport Beach, Calif.
  • Kay Lynn Mayhue, Advantage Financial Advisors, Alpharetta, Ga.
  • Susan Kaplan, Kaplan Economic Solutions, Newton, Mass.
  • Deborah Danielson, Danielson Fiscal Team, Las Vegas

20-two advisors have been named to the Most effective-in-Point out list:

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

“On behalf of the LPL crew, I congratulate each individual of these gals for correctly leveraging the impartial platform to improve their careers and empower customers all through the state in pursuit of their economic ambitions,” said Angela Xavier, LPL govt vice president, Impartial Advisor Services. “Women are an crucial element of the evolving advisor marketplace, and we are committed to guaranteeing they have the resources, abilities and insights to properly provide the customized needs of their clientele and develop successful organizations. We desire every single of the Forbes honorees ongoing results, and worth their ongoing enter and suggestions so we can carry on to expand worth in their LPL romance.”

Forbes’ yearly lists are compiled with insights from SHOOK Exploration. Advisors are picked dependent on quantitative and qualitative facts, and are assessed on a variety of criteria, like in-human being interviews, yrs of working experience, compliance data and assets below administration**.

See the entire 2022 Forbes Prime Girls Prosperity Advisors record in this article. The Top rated Girls Prosperity Advisors Greatest-in-State record can be accessed right here.

About LPL Fiscal:
LPL Financial (Nasdaq: LPLA) was started on the basic principle that the agency need to get the job done for the advisor, and not the other way all around. Nowadays, LPL is a chief in the marketplaces we serve,* supporting just about 20,000 economical advisors, and roughly 800 establishment-based mostly financial investment plans and 500 impartial RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans have earned access to individualized advice from a economical advisor. At LPL, independence implies that advisors have the flexibility they ought to have to select the organization design, products and services, and know-how assets that let them to run their fantastic practice. And they have the independence to manage their customer interactions, because they know their clients best. Only set, we get care of our advisors, so they can consider treatment of their shoppers.

*Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Seller in the U.S (Based mostly on total revenues, Economical Setting up magazine 1996-2021) No. 1 company of 3rd-party brokerage solutions to financial institutions and credit unions (2020-2021 Kehrer Bielan Study & Consulting Once-a-year TPM Report) Fortune 500 Corporation as of June 2021. LPL and its affiliated providers provide financial products and services only from the United States.

**The Forbes ranking of America’s Prime Women Wealth Advisors and Leading Gals Wealth Advisors Greatest-in-Condition, formulated by SHOOK Research, is centered on an algorithm of qualitative and quantitative info, score hundreds of prosperity advisors with a minimal of 7 years of experience and weighing factors like revenue developments, assets beneath management, compliance documents, sector expertise and finest techniques figured out by means of telephone and in-particular person interviews. Portfolio efficiency is not a criterion thanks to various shopper targets and lack of audited data. Neither Forbes nor SHOOK gets a payment in exchange for rankings.

Securities and advisory companies offered by LPL Money LLC, an SEC-registered broker-vendor and expense advisor. Member FINRA/ SIPC.

In the course of this interaction, the conditions “financial advisors” and “advisors” are utilised to refer to registered reps and/or investment decision advisor associates affiliated with LPL Economic LLC. We routinely disclose facts that may possibly be essential to shareholders in the “Investor Relations” or “Press Releases” segment of our web-site.

LPL Economical, Forbes, SHOOK Exploration and the advisor firms mentioned are individual entities.
This award does not consider the top quality of solutions provided to purchasers and is not indicative of this advisor’s upcoming functionality. Neither LPL Monetary nor the advisors pay out a cost to Forbes in exchange for inclusion in the Top Women of all ages Wealth Advisors record.

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