Seven LPL Financial Advisors Recognized by Forbes as Top Next-Gen Advisors
CHARLOTTE, N.C., Oct. 07, 2021 (World NEWSWIRE) — LPL Financial LLC congratulates the 7 LPL-affiliated monetary advisors named to the 2021 Forbes Top rated Future-Gen Prosperity Advisors listing.
- Patrick Deeg, Marks Group Prosperity Management, Minnetonka, Minn.
- Alex Lewis, Blackbridge Financial, Irmo, S.C.
- Craig Macomber, Stratos Prosperity Associates, Irvine, Calif.
- Jason Priebe, Priebe Prosperity, Maple Grove, Minn.
- Matthew Riesenweber, Cornerstone Prosperity Techniques, Kennewick, Clean.
- Eugene Songy, South Louisiana Financial Solutions, LLC, Reduce Off, La.
- Marc Specht, PM Prosperity Management, New York, N.Y.
“On behalf of LPL, I congratulate this team of advisors for their commitment to supporting the extensive desires of their purchasers,” said Angela Xavier, LPL government vice president, Independent Advisor Solutions. “We are proud to associate with these types of gifted people today representing the up coming generation leading our business forward.”
Picked from approximately four,000 nominations, advisors acknowledged in the Forbes Future-Gen Prosperity Advisors listing were being chosen centered on insights from SHOOK Study, attained as a result of an algorithm of qualitative criterion and quantitative info. Skilled advisors will have to be under forty and have a minimal of four years’ knowledge, and they were being judged on criteria these types of as service product, business knowledge, earnings traits, client retention and assets under management*.
See the complete listing of Forbes 2021 Top rated Future-Gen Prosperity Advisors.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was established on the basic principle that the organization ought to operate for the advisor, and not the other way around. Right now, LPL is a leader** in the markets we serve, supporting far more than 19,000 monetary advisors, 800 establishment-centered financial investment packages and 450 unbiased RIA companies nationwide. We are steadfast in our commitment to the advisor-centered product and the belief that People in america should have obtain to objective guidance from a monetary advisor. At LPL, independence usually means that advisors have the flexibility they should have to pick out the organization product, solutions, and technology sources that let them to operate their great observe. And they have the flexibility to take care of their client associations, mainly because they know their purchasers finest. Simply set, we take care of our advisors, so they can take care of their purchasers.
*The Forbes Future-Gen Prosperity Advisors rankings, made by SHOOK Study, are centered on an algorithm of qualitative criterion, largely attained as a result of telephone and in-person owing diligence interviews, and quantitative info. All those advisors that are viewed as have a minimal of four years’ knowledge, and the algorithm weighs variables like earnings traits, assets under management, compliance documents, business knowledge and individuals that encompass the greatest standards of finest tactics. Portfolio effectiveness is not a criterion owing to various client targets and lack of audited info. Neither Forbes nor SHOOK get a charge in trade for rankings.
**Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Independent Broker-Supplier in the U.S (Primarily based on complete revenues, Financial Preparing magazine June 1996-2020) No. one provider of 3rd-get together brokerage solutions to financial institutions and credit unions (2020-2021 Kehrer Bielan Study & Consulting Once-a-year TPM Report) Fortune five hundred as of June 2021
Securities and advisory solutions available as a result of LPL Financial LLC, an SEC- registered broker-supplier and financial investment advisor. Member FINRA/SIPC.
All over this communication, the phrases “financial advisors” and “advisors” are applied to refer to registered reps and/or financial investment advisor reps affiliated with LPL Financial LLC. We routinely disclose details that might be critical to shareholders in the “Investor Relations” or “Press Releases” section of our internet site.
LPL Financial, Forbes, SHOOK Study and the advisor companies listed are all independent entities.
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