Four LPL Advisors Named to Barron’s Top 100 Independent Financial Advisors List for 2021
CHARLOTTE, N.C., Sept. 23, 2021 (World NEWSWIRE) — LPL Economical LLC (Nasdaq: LPLA) these days declared the inclusion of 4 LPL-affiliated advisors on Barron’s once-a-year record of Leading one hundred Impartial Economical Advisors, like Charles Zhang*, rose from 2nd posture previous year to the declare the major location on the 2021 record.
LPL advisors honored consist of:
- #1 Charles Zhang
- #twenty five Susan Kaplan
- #32 Laila Pence
- #65 Andy Schwartz
“We are delighted to see the really hard get the job done and commitment of these advisors’ recognized year immediately after year,” explained Angela Xavier, LPL executive vice president, Impartial Advisor Solutions. “I want to congratulate Charles, Susan, Laila and Andy for their continued capacity to display outstanding management, provide compassionate information and produce continued effects for their consumers. The independent model is turning out to be more and more far more interesting to economical advisors as it offers alternative, transparency and freedom in how they operate. We proudly assistance our independent advisors and are dedicated to furnishing them with partnership by way of marketplace-primary abilities and strong company sources built to enable them prosper.”
The Leading one hundred record steps candidates by way of assets underneath administration, profits produced for the business and the overall excellent of the advisor’s apply. According to Barron’s, the objective is to shine a highlight on the nation’s finest economical advisors, with an eye toward raising standards in the marketplace.
About LPL Economical
LPL Economical (Nasdaq: LPLA) was established on the principle that the business really should get the job done for the advisor, and not the other way all over. These days, LPL is a chief** in the markets we serve, supporting far more than 19,000 economical advisors, 800 institution-centered expense plans and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the perception that People in america have earned accessibility to objective steering from a economical advisor. At LPL, independence suggests that advisors have the freedom they have earned to select the company model, companies, and technologies sources that enable them to run their perfect apply. And they have the freedom to manage their client associations, for the reason that they know their consumers finest. Only put, we choose care of our advisors, so they can choose care of their consumers.
** Leading RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Impartial Broker-Vendor in the U.S (Dependent on overall revenues, Economical Preparing magazine June 1996-2020) No. 1 supplier of third-party brokerage companies to banking companies and credit unions (2020-2021 Kehrer Bielan Investigation & Consulting Yearly TPM Report) Fortune 500 as of June 2021
Securities and advisory companies available by way of LPL Economical LLC, an SEC- registered broker-vendor and expense advisor. Member FINRA/SIPC.
Through this conversation, the terms “financial advisors” and “advisors” are employed to refer to registered representatives and/or expense advisor representatives affiliated with LPL Economical LLC. We routinely disclose information and facts that could be important to shareholders in the “Investor Relations” or “Press Releases” section of our internet site.
LPL Economical, Barron’s and the advisor firms mentioned are all individual entities.
* Charles Zhang is a Economical Advisor of Zhang Economical, a registered expense advisor business that utilizes LPL Economical for Custodial companies. Zhang Economical and LPL Economical are individual entities.
A complete clarification of the methodologies for these awards can be found here.
The 2021 Barron’s Leading one hundred Impartial Advisors award also will take into consideration a vast range of qualitative factors, like the advisors’ expertise, their state-of-the-art levels and marketplace designations, the dimensions, form, and range of their groups, their charitable and philanthropic get the job done and, of course, their compliance data.
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Media Contact:
Lauren Hoyt-Williams
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