November 28, 2022


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Seven LPL Financial Advisors Recognized by Forbes as Top Next-Gen Advisors

CHARLOTTE, N.C., Oct. 07, 2021 (World NEWSWIRE) — LPL Fiscal LLC congratulates the seven LPL-affiliated monetary advisors named to the 2021 Forbes Top Subsequent-Gen Wealth Advisors list.

  • Patrick Deeg, Marks Team Wealth Administration, Minnetonka, Minn.
  • Alex Lewis, Blackbridge Fiscal, Irmo, S.C.
  • Craig Macomber, Stratos Wealth Partners, Irvine, Calif.
  • Jason Priebe, Priebe Wealth, Maple Grove, Minn.
  • Matthew Riesenweber, Cornerstone Wealth Strategies, Kennewick, Clean.
  • Eugene Songy, South Louisiana Fiscal Products and services, LLC, Slice Off, La.
  • Marc Specht, PM Wealth Administration, New York, N.Y.

“On behalf of LPL, I congratulate this team of advisors for their dedication to supporting the extensive wants of their shoppers,” stated Angela Xavier, LPL govt vice president, Independent Advisor Products and services. “We are very pleased to husband or wife with these talented individuals symbolizing the subsequent generation main our sector ahead.”

Picked from nearly four,000 nominations, advisors identified in the Forbes Subsequent-Gen Wealth Advisors list have been chosen based on insights from SHOOK Research, acquired by way of an algorithm of qualitative criterion and quantitative knowledge. Capable advisors will have to be underneath forty and have a least of four years’ knowledge, and they have been judged on requirements these as provider product, sector knowledge, income developments, client retention and assets underneath management*.

See the comprehensive list of Forbes 2021 Top Subsequent-Gen Wealth Advisors.

About LPL Fiscal
LPL Fiscal (Nasdaq: LPLA) was started on the basic principle that the business need to perform for the advisor, and not the other way around. Right now, LPL is a leader** in the marketplaces we provide, supporting much more than 19,000 monetary advisors, 800 institution-based financial commitment courses and 450 independent RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered product and the belief that Us citizens are worthy of accessibility to aim direction from a monetary advisor. At LPL, independence indicates that advisors have the liberty they are worthy of to pick the organization product, solutions, and technologies sources that enable them to operate their best follow. And they have the liberty to control their client interactions, due to the fact they know their shoppers ideal. Merely set, we just take treatment of our advisors, so they can just take treatment of their shoppers.

*The Forbes Subsequent-Gen Wealth Advisors rankings, designed by SHOOK Research, are based on an algorithm of qualitative criterion, generally acquired by way of telephone and in-person due diligence interviews, and quantitative knowledge. Those advisors that are regarded as have a least of four years’ knowledge, and the algorithm weighs variables like income developments, assets underneath management, compliance documents, sector knowledge and people that encompass the greatest benchmarks of ideal practices. Portfolio effectiveness is not a criterion due to different client goals and lack of audited knowledge. Neither Forbes nor SHOOK get a rate in exchange for rankings.

**Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Independent Broker-Vendor in the U.S (Centered on full revenues, Fiscal Setting up journal June 1996-2020) No. 1 provider of third-celebration brokerage solutions to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021

Securities and advisory solutions presented by way of LPL Fiscal LLC, an SEC- registered broker-supplier and financial commitment advisor. Member FINRA/SIPC.

During this communication, the terms “financial advisors” and “advisors” are applied to refer to registered associates and/or financial commitment advisor associates affiliated with LPL Fiscal LLC. We routinely disclose information and facts that may well be essential to shareholders in the “Investor Relations” or “Press Releases” segment of our web-site.

LPL Fiscal, Forbes, SHOOK Research and the advisor corporations mentioned are all individual entities.

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