LPL-Affiliated Advisors Honored as 2021 ‘Top Wealth Advisor Moms’
CHARLOTTE, N.C., Oct. 13, 2021 (World NEWSWIRE) — LPL Economic LLC right now declared that seven of its affiliated economical advisors have been identified as a Top Wealth Advisor Mother on a checklist not long ago posted by Working Mom magazine and SHOOK Analysis.
Advisors highlighted on this annual checklist are amid 500 of the most profitable moms operating in wealth management. They each and every consider care of young children 21 a long time or younger however dwelling in their residence, all the whilst supporting family members and businesses function toward their economical goals. The position assesses each and every advisor’s finest tactics and essential enterprise parts such as their service products, investing course of action, individual revenue stream, customer retention fee and assets below management*.
LPL advisors identified on the 2021 checklist are:
- Julia Carlson, Economic Flexibility Wealth Administration Group, Newport, Ore.
- Sarah Carlson, Fulcrum Economic Group, Spokane, Clean.
- Sandra Cho, Pointwealth Cash Administration, Encino, Calif.
- Laila Pence, Pence Wealth Administration, Newport Beach, Calif.
- Winnie Solar, Solar Group Wealth Partners, Irvine, Calif.
- Anh Tran, SageMint Wealth, Orange, Calif.
- Joan Valenti, Valenti Wealth Administration, Farmington, Conn.
“On behalf of the LPL household, I extend our warmest congratulations and utmost admiration to these extremely profitable operating moms, whose passion for serving their purchasers proceeds to push positive impression in our modern society,” reported Angela Xavier, LPL Economic government vice president, Independent Advisor Expert services. “These women of all ages, with their forward-contemplating way of thinking and sturdy entrepreneurial spirit, are all pivotal to the accomplishment of their tactics. It is an honor for us to offer them with the help and independence essential to operate flourishing tactics and strengthen their customer bases, whilst keeping a healthful function-lifetime equilibrium. We are proud to phone them our associates, and we glimpse forward to their continued accomplishment.”
See the entire checklist of 2021 Top Wealth Advisor Mothers.
About LPL Economic
LPL Economic (Nasdaq: LPLA) was founded on the basic principle that the organization really should function for the advisor, and not the other way all-around. Nowadays, LPL is a chief** in the markets we provide, supporting far more than 19,000 economical advisors, 800 establishment-primarily based investment systems and 450 unbiased RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the perception that Americans are worthy of obtain to goal guidance from a economical advisor. At LPL, independence suggests that advisors have the liberty they are worthy of to pick the enterprise model, products and services, and engineering assets that allow for them to operate their fantastic observe. And they have the liberty to handle their customer interactions, simply because they know their purchasers finest. Basically put, we consider care of our advisors, so they can consider care of their purchasers.
*SHOOK Analysis regarded as women of all ages advisors with a youngster 21 or younger however dwelling at residence. Rating algorithm is primarily based on qualitative actions derived from phone and in-human being interviews and surveys: service products, investing course of action, customer retention, field expertise, evaluation of compliance information, organization nominations, etcetera. and quantitative conditions, such as assets below management and revenue created for their firms. Financial commitment performance is not a criterion simply because customer goals and threat tolerances change, and advisors rarely have audited performance studies. Neither SHOOK nor Working Mom Media gets payment from the advisors or their firms in trade for placement on a position. Rankings are primarily based on the opinions of SHOOK Analysis LLC and not indicative of upcoming performance or agent of any 1 client’s expertise the firm’s research and rankings offer opinions for how to pick the appropriate economical advisor. Previous performance is not an sign of upcoming effects.
**Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Independent Broker-Vendor in the U.S (Primarily based on whole revenues, Economic Arranging magazine 1996-2021) No. one supplier of 3rd-social gathering brokerage products and services to banking companies and credit history unions (2020-2021 Kehrer Bielan Analysis & Consulting Yearly TPM Report) Fortune 500 as of June 2021
Securities and advisory products and services provided by means of LPL Economic LLC, an SEC- registered broker-dealer and investment advisor. Member FINRA/SIPC.
Through this communication, the conditions “financial advisors” and “advisors” are utilised to refer to registered reps and/or investment advisor reps affiliated with LPL Economic LLC. We routinely disclose information that may be critical to shareholders in the “Investor Relations” or “Press Releases” part of our web-site.
LPL Economic, Working Mom, SHOOK Analysis and the advisor firms outlined are all individual entities.
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