Alia Wealth Partners Joins LPL Strategic Wealth Services
CHARLOTTE, N.C., Oct. 06, 2021 (Globe NEWSWIRE) — LPL Economic LLC (Nasdaq:LPLA) introduced nowadays that Lindsey D. Rhea CFP® of Alia Prosperity Companions has joined LPL Financial’s broker-supplier, corporate registered financial commitment advisor (RIA) and custodial platforms, affiliating with LPL’s Strategic Prosperity Products and services (SWS) product. She described acquiring served close to $260 million in advisory, brokerage and retirement program property*. She joins LPL from Wells Fargo Advisors Economic Network.
Based mostly in Germantown, Tenn., Rhea, 36, is an proven, next-generation advisor who launched her own practice in 2018. As Operator and Prosperity Strategist of Alia Prosperity Companions, Rhea operates intently with her clients to formulate financial commitment methods and selections intended to match each individual’s certain ambitions and targets. Her accomplishment has led to various sector awards, which include 2020 and 2021 Forbes Top rated Ladies Prosperity Advisor, 2019-2021 Forbes Finest-In-Point out Prosperity Advisor and 2019 Forbes Subsequent-Gen Finest-In-Point out Prosperity Advisor. She is joined at Alia by Director of Customer Products and services, Leslie M. Parker and Director of First Impressions, Jennifer K. Locke.
On the lookout to elevate her clients’ encounters and options for future expansion, Rhea selected to companion with LPL’s Strategic Prosperity Products and services supplying. “We went through an extensive owing diligence procedure and LPL actually stood out for the depth of methods made available,” Rhea claimed. “LPL is a well-oiled device and checked the packing containers for all the options I was looking for. My top rated precedence was the ability to improve the consumer working experience by supplying them with impressive new resources they can use to conveniently access their account information and facts.”
With the additional layer of guidance from SWS, Rhea believes she and her group will also have increased encounters. All SWS advisors have access to LPL’s built-in wealth management system and impressive methods intended to enable them prosper. In addition, they get ongoing, personalised guidance for day-to-day functions and extended-phrase organization management, which include a dedicated organization strategist, CFO, and marketing, services and administrative guidance. “LPL’s SWS group is an extended component of my practice so that we don’t have to do anything on our own,” Rhea claimed. “It is refreshing to have dedicated guidance from SWS group associates with unique skillsets, who are professionals in their discipline, using some of the matters off my plate so I can concentration on my clients.”
Rhea made the move to LPL with options for extended-phrase expansion in get to guidance clients for generations to arrive. She claimed, “What we’re undertaking in this article is placing the phase for the future of this organization. I want to broaden our business office, and this transition is a way for me to action again, make absolutely sure I’m partnered with the appropriate affiliate, meet new advisors and actually build out the Alia brand name.”
Outside of function, Rhea is deeply included in her community. She is board chairman for Memphis Oral School for the Deaf, as well as an lively member of the Leadership Germantown Board, the Memphis Chapter of Nationwide Affiliation of Ladies Company Homeowners, and the Germantown Area Chamber of Commerce, between some others. She also volunteers on the Advisory Board for the University of Memphis Sigma Kappa Sorority Chapter.
Scott Posner, LPL government vice president, Company Improvement, stated, “We warmly welcome Lindsey and her group to the LPL community, and are honored they turned to us as they thoughtfully put together for the next chapter in their organization. We are fully commited to supplying advisors with final adaptability and personalised present day options as they build their perfect practice. For our SWS advisors, we have taken expertise across numerous intricate locations to deliver them with a dedicated guidance group to enable them elevate the consumer working experience, differentiate their organization and speed up the accomplishment of their practice. We glance forward to a extended-lasting, effective and remarkable partnership with Alia Prosperity Companions.”
Learn a lot more about Alia Prosperity Companions.
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About LPL Economic
LPL Economic (Nasdaq: LPLA) was founded on the basic principle that the firm need to function for the advisor, and not the other way close to. These days, LPL is a leader** in the markets we serve, supporting a lot more than 19,000 fiscal advisors, 800 establishment-based financial commitment 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 entitled to access to objective steering from a fiscal advisor. At LPL, independence indicates that advisors have the freedom they are entitled to to pick the organization product, services, and technology methods that let them to operate their perfect practice. And they have the freedom to take care of their consumer associations, due to the fact they know their clients greatest. Just set, we consider treatment of our advisors, so they can consider treatment of their clients.
** Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Unbiased Broker-Supplier in the U.S (Based mostly on full revenues, Economic Organizing magazine 1996-2021) No. one provider of third-bash brokerage services to banking institutions and credit unions (2020-2021 Kehrer Bielan Investigation & Consulting Annual TPM Report) Fortune five hundred as of June 2021
*Based mostly on prior organization and represents property that would have been custodied at LPL Economic, fairly than third-bash custodians. Noted property and consumer numbers have not been independently and entirely confirmed by LPL Economic.
Securities and advisory services made available through LPL Economic LLC, an SEC- registered broker-supplier and financial commitment advisor. Member FINRA/ SIPC
Through this interaction, the conditions “financial advisors” and “advisors” are utilised to refer to registered reps and/or financial commitment advisor reps affiliated with LPL Economic LLC. We routinely disclose information and facts that may possibly be essential to shareholders in the “Investor Relations” or “Press Releases” part of our internet site.
Alia Prosperity Companions and LPL Economic are independent entities.
The Forbes ranking of America’s Top rated Ladies Prosperity Advisors, formulated by SHOOK Investigation, is based on an algorithm of qualitative and quantitative details, ranking countless numbers of wealth advisors with a minimum of 7 many years of working experience and weighing variables like earnings traits, property less than management, compliance data, sector working experience and greatest procedures realized through phone and in-individual interviews.
The Forbes ranking of Top rated Subsequent-Generation Prosperity Advisors, formulated by SHOOK Investigation, is based on an algorithm of qualitative and quantitative details, ranking countless numbers of wealth advisors born in or just after 1980. Advisors are interviewed by phone and in individual to appraise services types, investing procedure, working experience ranges and integrity. Additional variables considered incorporate compliance document, consumer retention, revenues made for their corporations and property managed.
The Forbes Finest-In-Point out Prosperity Advisor ranking, formulated by SHOOK Investigation, is based on in-individual and phone owing diligence conferences
and a ranking algorithm that includes: consumer retention, sector working experience, evaluation of compliance data, firm nominations and quantitative criteria, which include: property less than management and earnings generated for their corporations.
In all three rankings, portfolio efficiency is not a criterion owing to varying consumer targets and absence of audited details. Neither Forbes nor SHOOK Investigation receives a fee in exchange for rankings.
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