CHARLOTTE, N.C., Oct. 06, 2021 (World NEWSWIRE) — LPL Monetary LLC (Nasdaq:LPLA) announced right now that Lindsey D. Rhea CFP® of Alia Wealth Associates has joined LPL Financial’s broker-supplier, company registered financial commitment advisor (RIA) and custodial platforms, affiliating with LPL’s Strategic Wealth Providers (SWS) model. She reported owning served about $260 million in advisory, brokerage and retirement system belongings*. She joins LPL from Wells Fargo Advisors Monetary Community.
Based in Germantown, Tenn., Rhea, 36, is an proven, upcoming-generation advisor who released her possess follow in 2018. As Owner and Wealth Strategist of Alia Wealth Associates, Rhea performs intently with her shoppers to formulate financial commitment techniques and choices intended to match every individual’s particular plans and aims. Her success has led to many business awards, which include 2020 and 2021 Forbes Prime Girls Wealth Advisor, 2019-2021 Forbes Very best-In-Condition Wealth Advisor and 2019 Forbes Following-Gen Very best-In-Condition Wealth Advisor. She is joined at Alia by Director of Consumer Providers, Leslie M. Parker and Director of To start with Impressions, Jennifer K. Locke.
Hunting to elevate her clients’ encounters and programs for upcoming expansion, Rhea selected to husband or wife with LPL’s Strategic Wealth Providers presenting. “We went through an substantial thanks diligence method and LPL seriously stood out for the depth of means provided,” Rhea mentioned. “LPL is a properly-oiled machine and checked the bins for all the options I was searching for. My prime precedence was the skill to enrich the customer working experience by furnishing them with ground breaking new applications they can use to simply obtain their account info.”
With the further layer of guidance from SWS, Rhea thinks she and her group will also have enhanced encounters. All SWS advisors have obtain to LPL’s integrated wealth management system and ground breaking means intended to support them prosper. In addition, they receive ongoing, customized guidance for everyday operations and extended-time period organization management, which include a focused organization strategist, CFO, and promoting, company and administrative guidance. “LPL’s SWS group is an prolonged portion of my follow so that we really do not have to do all the things on our possess,” Rhea mentioned. “It is refreshing to have focused guidance from SWS group users with different skillsets, who are gurus in their subject, having some of the matters off my plate so I can focus on my shoppers.”
Rhea manufactured the shift to LPL with programs for extended-time period expansion in order to guidance shoppers for generations to occur. She mentioned, “What we’re accomplishing right here is environment the phase for the upcoming of this organization. I want to grow our business, and this changeover is a way for me to stage back, make sure I’m partnered with the ideal affiliate, satisfy new advisors and seriously develop out the Alia brand name.”
Outside of perform, Rhea is deeply involved in her community. She is board chairman for Memphis Oral Faculty for the Deaf, as properly as an active member of the Management Germantown Board, the Memphis Chapter of Nationwide Affiliation of Girls Enterprise House owners, and the Germantown Place Chamber of Commerce, among the other people. She also volunteers on the Advisory Board for the College of Memphis Sigma Kappa Sorority Chapter.
Scott Posner, LPL executive vice president, Enterprise Enhancement, said, “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 upcoming chapter in their organization. We are committed to furnishing advisors with best overall flexibility and customized contemporary options as they develop their perfect follow. For our SWS advisors, we’ve taken skills across many intricate areas to deliver them with a focused guidance group to support them elevate the customer working experience, differentiate their organization and speed up the success of their follow. We look forward to a extended-lasting, productive and remarkable partnership with Alia Wealth Associates.”
Learn much more about Alia Wealth Associates.
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About LPL Monetary
LPL Monetary (Nasdaq: LPLA) was established on the theory that the firm should perform for the advisor, and not the other way all around. Now, LPL is a chief** in the markets we serve, supporting much more than 19,000 money advisors, 800 institution-based financial commitment plans and 450 impartial RIA firms nationwide. We are steadfast in our dedication to the advisor-centered model and the belief that People in america are entitled to obtain to objective advice from a money advisor. At LPL, independence implies that advisors have the flexibility they are entitled to to select the organization model, expert services, and technologies means that make it possible for them to operate their perfect follow. And they have the flexibility to manage their customer associations, mainly because they know their shoppers ideal. Only place, we take treatment of our advisors, so they can take treatment of their shoppers.
** Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Impartial Broker-Supplier in the U.S (Based on complete revenues, Monetary Organizing magazine 1996-2021) No. one provider of third-get together brokerage expert services to banking companies and credit history unions (2020-2021 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune five hundred as of June 2021
*Based on prior organization and signifies belongings that would have been custodied at LPL Monetary, rather than third-get together custodians. Described belongings and customer quantities have not been independently and entirely confirmed by LPL Monetary.
Securities and advisory expert services provided through LPL Monetary LLC, an SEC- registered broker-supplier and financial commitment advisor. Member FINRA/ SIPC
During this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or financial commitment advisor representatives affiliated with LPL Monetary LLC. We routinely disclose info that may perhaps be important to shareholders in the “Investor Relations” or “Press Releases” area of our internet site.
Alia Wealth Associates and LPL Monetary are independent entities.
The Forbes rating of America’s Prime Girls Wealth Advisors, formulated by SHOOK Research, is based on an algorithm of qualitative and quantitative knowledge, ranking countless numbers of wealth advisors with a least of seven several years of working experience and weighing variables like revenue traits, belongings under management, compliance records, business working experience and ideal tactics figured out through phone and in-individual interviews.
The Forbes rating of Prime Following-Generation Wealth Advisors, formulated by SHOOK Research, is based on an algorithm of qualitative and quantitative knowledge, ranking countless numbers of wealth advisors born in or soon after 1980. Advisors are interviewed by phone and in individual to consider company designs, investing method, working experience degrees and integrity. Supplemental variables thought of contain compliance report, customer retention, revenues developed for their firms and belongings managed.
The Forbes Very best-In-Condition Wealth Advisor rating, formulated by SHOOK Research, is based on in-individual and phone thanks diligence conferences and a rating algorithm that involves: customer retention, business working experience, assessment of compliance records, firm nominations and quantitative conditions, which include: belongings under management and revenue created for their firms.
In all three rankings, portfolio effectiveness is not a criterion thanks to varying customer aims and absence of audited knowledge. Neither Forbes nor SHOOK Research receives a cost in trade for rankings.
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