CHARLOTTE, N.C., Oct. 04, 2021 (Globe NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) today announced that economical advisor Sean Khaligh CFP® has joined LPL Financial’s broker-seller, hybrid registered expenditure advisor (RIA) and custodial platforms. He is aligned with The Financial Solutions Community, an present LPL huge organization. Khaligh claimed owning served close to $one hundred seventy million in advisory and brokerage belongings*. He joins from Wells Fargo Advisors.
Khaligh, a Dreamer who was born in Iran and immigrated to The united states at age 12—not in a position to talk a term of English at the time,—said the recent worldwide pandemic opened his eyes and set the eyesight for the long run of his enterprise. “I went from performing at a lender branch to abruptly performing from property. I was in a condition of shock, but it also gave me the opportunity to assume extended and challenging. I realized our time on earth is minimal and we need to be in a position to do the items we want to in our life,” Khaligh mentioned.
For Khaligh, that intended turning his dream of building a enterprise and proudly owning his personal enterprise into a truth. Which is a little something that he as soon as was advised would never ever take place.
As a teenager, Khaligh was compelled to grow up speedily to enable his mothers and fathers right after the household shed substantially of their funds throughout the immigration procedure. He obtained his initially career in the economical products and services market though continue to in college, also performing aspect time as a lifeguard to enable shell out the expenses. But one day, early in his career, a colleague mentioned a little something that he will never ever fail to remember. “He mentioned I would never ever be profitable as a economical advisor only simply because of my last identify and the stigma affiliated with Iran,” Khaligh mentioned. “But I realized I could be a terrific advisor and do terrific items for my customers. I was more established than ever to make a little something of myself.”
He went on to create a customer-centric observe concentrated on aiding folks, households and enterprise homeowners grow, manage and transition wealth. With the shift to LPL and The Community, Khaligh has released EQ Private Prosperity Advisors in Palos Verdes, Calif. “I required to create a firm primarily based on developments going on in the country and market. With LPL’s revolutionary technological know-how and broad means, I think I’ll be in a position to do boost my services and offerings for my customers. I can model my personal enterprise and grow speedily, ideally through acquisitions and getting around for retiring advisors,” Khaligh mentioned. “I’ll also have the neighborhood assist and information from the workforce at The Community. I am blessed to have started out the enterprise so youthful. I’m just 37 and continue to have at least one more 30 a long time still left in my career. I simply cannot wait to see what the long run holds.”
Scott Posner, LPL executive vice president, Small business Development, said, “We are impressed by Sean’s story and journey to independence. He has crafted a hugely profitable enterprise serving his customers, and we are honored Sean turned to LPL and The Community as he seeks new methods to elevate his observe on his personal conditions. The independent enterprise product provides advisors the liberty and overall flexibility to present objective economical guidance to their customers. We will carry on to leverage our scale to provide revolutionary technological know-how, differentiated services ordeals and other wealth administration means that provide value and enable LPL advisors deal with the evolving wants of their customers. We welcome Sean to the LPL neighborhood and glimpse forward to a extended-lasting partnership with EQ Private Prosperity Advisors.”
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About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the basic principle that the firm really should function for the advisor, and not the other way close to. Nowadays, LPL is a leader** in the marketplaces we serve, supporting more than 19,000 economical advisors, 800 institution-primarily based expenditure plans and 450 independent RIA corporations nationwide. We are steadfast in our commitment to the advisor-centered product and the belief that People in america are worthy of entry to objective guidance from a economical advisor. At LPL, independence indicates that advisors have the liberty they are worthy of to choose the enterprise product, products and services, and technological know-how means that allow for them to run their great observe. And they have the liberty to manage their customer relationships, simply because they know their customers greatest. Just put, we just take treatment of our advisors, so they can just take treatment of their customers.
** Best RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Unbiased Broker-Vendor in the U.S (Centered on whole revenues, Financial Setting up journal 1996-2021) No. one provider of 3rd-social gathering brokerage products and services to banking companies and credit score unions (2020-2021 Kehrer Bielan Exploration & Consulting Once-a-year TPM Report) Fortune five hundred Enterprise as of June 2021
*Centered on prior enterprise and signifies belongings that would have been custodied at LPL Financial, instead than 3rd-social gathering custodians. Reported belongings and customer figures have not been independently and absolutely confirmed by LPL Financial.
Securities and advisory products and services available through LPL Financial LLC, an SEC- registered broker-seller and expenditure advisor. Member FINRA/SIPC
All over this communication, the conditions “financial advisors” and “advisors” are employed to refer to registered reps and/or expenditure advisor reps affiliated with LPL Financial LLC. We routinely disclose information and facts that may possibly be important to shareholders in the “Investor Relations” or “Press Releases” segment of our internet site.
EQ Private Prosperity Advisors, The Financial Solutions Community and LPL Financial are different entities.
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