LPL Financial Welcomes Advisor Sean Khaligh
CHARLOTTE, N.C., Oct. 04, 2021 (Globe NEWSWIRE) — LPL Money LLC (Nasdaq:LPLA) today announced that monetary advisor Sean Khaligh CFP® has joined LPL Financial’s broker-dealer, hybrid registered financial investment advisor (RIA) and custodial platforms. He is aligned with The Money Solutions Community, an current LPL massive company. Khaligh reported getting served around $170 million in advisory and brokerage property*. He joins from Wells Fargo Advisors.
Khaligh, a Dreamer who was born in Iran and immigrated to The united states at age 12—not capable to converse a phrase of English at the time,—said the recent global pandemic opened his eyes and set the eyesight for the potential of his business. “I went from functioning at a financial institution branch to out of the blue functioning from household. I was in a condition of shock, but it also gave me the possibility to assume extensive and really hard. I realized our time on earth is confined and we need to be capable to do the items we want to in our existence,” Khaligh mentioned.
For Khaligh, that intended turning his desire of making a firm and possessing his have business into a fact. Which is something that he the moment was told would under no circumstances transpire.
As a teenager, Khaligh was compelled to improve up swiftly to support his dad and mom right after the family members shed a great deal of their revenue throughout the immigration process. He obtained his 1st occupation in the monetary expert services marketplace whilst however in higher education, also functioning component time as a lifeguard to support pay the expenses. But one particular day, early in his job, a colleague mentioned something that he will under no circumstances ignore. “He mentioned I would under no circumstances be effective as a monetary advisor simply just because of my previous identify and the stigma linked with Iran,” Khaligh mentioned. “But I realized I could be a fantastic advisor and do fantastic items for my clientele. I was much more determined than at any time to make something of myself.”
He went on to establish a shopper-centric observe targeted on supporting individuals, people and business homeowners improve, control and transition wealth. With the shift to LPL and The Community, Khaligh has released EQ Private Wealth Advisors in Palos Verdes, Calif. “I preferred to establish a business based on trends heading on in the place and marketplace. With LPL’s ground breaking technological know-how and broad assets, I feel I’ll be capable to do increase my provider and choices for my clientele. I can brand my have business and improve swiftly, with any luck , through acquisitions and having around for retiring advisors,” Khaligh mentioned. “I’ll also have the neighborhood assist and awareness from the crew at The Community. I am blessed to have started the business so younger. I’m just 37 and however have at least a different 30 many years remaining in my job. I can not wait around to see what the potential retains.”
Scott Posner, LPL executive vice president, Business Advancement, said, “We are impressed by Sean’s story and journey to independence. He has created a really effective business serving his clientele, and we are honored Sean turned to LPL and The Community as he seeks new methods to elevate his observe on his have terms. The unbiased business design presents advisors the independence and adaptability to offer goal monetary steering to their clientele. We will keep on to leverage our scale to supply ground breaking technological know-how, differentiated provider experiences and other wealth administration assets that provide worth and support LPL advisors deal with the evolving wants of their clientele. We welcome Sean to the LPL community and look forward to a extensive-lasting partnership with EQ Private Wealth Advisors.”
Read about other corporations that a short while ago joined LPL in the LPL Money News and Media section of LPL.com.
Advisors, uncover an LPL business enhancement representative near you.
About LPL Money
LPL Money (Nasdaq: LPLA) was founded on the theory that the business should work for the advisor, and not the other way close to. Nowadays, LPL is a chief** in the markets we serve, supporting much more than 19,000 monetary advisors, 800 establishment-based financial investment packages and 450 unbiased RIA corporations nationwide. We are steadfast in our motivation to the advisor-centered design and the perception that Us citizens deserve entry to goal steering from a monetary advisor. At LPL, independence indicates that advisors have the independence they deserve to choose the business design, expert services, and technological know-how assets that allow for them to operate their perfect observe. And they have the independence to control their shopper relationships, because they know their clientele best. Basically place, we acquire care of our advisors, so they can acquire care of their clientele.
** Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Vendor in the U.S (Centered on whole revenues, Money Setting up journal 1996-2021) No. 1 provider of 3rd-bash brokerage expert services to banking institutions and credit score unions (2020-2021 Kehrer Bielan Exploration & Consulting Once-a-year TPM Report) Fortune 500 Company as of June 2021
*Centered on prior business and signifies property that would have been custodied at LPL Money, instead than 3rd-bash custodians. Described property and shopper figures have not been independently and entirely verified by LPL Money.
Securities and advisory expert services available through LPL Money LLC, an SEC- registered broker-dealer and financial investment advisor. Member FINRA/SIPC
During this communication, the terms “financial advisors” and “advisors” are utilised to refer to registered reps and/or financial investment advisor reps affiliated with LPL Money LLC. We routinely disclose details that may well be essential to shareholders in the “Investor Relations” or “Press Releases” section of our web-site.
EQ Private Wealth Advisors, The Money Solutions Community and LPL Money are individual entities.
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