CHARLOTTE, N.C., Sept. 23, 2021 (Globe NEWSWIRE) — LPL Economical LLC (Nasdaq: LPLA) nowadays introduced the inclusion of 4 LPL-affiliated advisors on Barron’s once-a-year listing of Major 100 Independent Economical Advisors, which includes Charles Zhang*, rose from next posture previous yr to the claim the best place on the 2021 listing.
LPL advisors honored include things like:
- #1 Charles Zhang
- #25 Susan Kaplan
- #32 Laila Pence
- #65 Andy Schwartz
“We are pleased to see the challenging do the job and commitment of these advisors’ recognized yr soon after yr,” claimed Angela Xavier, LPL government vice president, Independent Advisor Services. “I want to congratulate Charles, Susan, Laila and Andy for their ongoing capability to display exceptional leadership, provide compassionate suggestions and supply ongoing results for their clients. The independent design is becoming significantly much more desirable to monetary advisors as it provides alternative, transparency and freedom in how they operate. We proudly aid our independent advisors and are fully commited to delivering them with partnership through market-top abilities and robust company resources designed to support them thrive.”
The Major 100 listing measures candidates through belongings beneath administration, income generated for the organization and the in general top quality of the advisor’s practice. According to Barron’s, the intention is to shine a highlight on the nation’s greatest monetary advisors, with an eye toward elevating standards in the market.
About LPL Economical
LPL Economical (Nasdaq: LPLA) was established on the principle that the organization really should do the job for the advisor, and not the other way close to. These days, LPL is a leader** in the markets we provide, supporting much more than 19,000 monetary advisors, 800 establishment-primarily based financial commitment courses and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered design and the belief that Us citizens ought to have obtain to goal steerage from a monetary advisor. At LPL, independence signifies that advisors have the freedom they ought to have to select the company design, companies, and technologies resources that permit them to operate their great practice. And they have the freedom to take care of their shopper interactions, due to the fact they know their clients greatest. Just put, we consider treatment of our advisors, so they can consider treatment of their clients.
** Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Independent Broker-Supplier in the U.S (Primarily based on total revenues, Economical Preparing magazine June 1996-2020) No. 1 service provider of third-occasion brokerage companies to banking institutions and credit unions (2020-2021 Kehrer Bielan Analysis & Consulting Once-a-year TPM Report) Fortune five hundred as of June 2021
Securities and advisory companies made available through LPL Economical LLC, an SEC- registered broker-supplier and financial commitment advisor. Member FINRA/SIPC.
Through this communication, the phrases “financial advisors” and “advisors” are utilized to refer to registered representatives and/or financial commitment advisor representatives affiliated with LPL Economical LLC. We routinely disclose information that may possibly be essential to shareholders in the “Investor Relations” or “Press Releases” area of our web site.
LPL Economical, Barron’s and the advisor firms shown are all separate entities.
* Charles Zhang is a Economical Advisor of Zhang Economical, a registered financial commitment advisor organization that utilizes LPL Economical for Custodial companies. Zhang Economical and LPL Economical are separate entities.
A entire explanation of the methodologies for these awards can be found here.
The 2021 Barron’s Major 100 Independent Advisors award also usually takes into thought a extensive selection of qualitative variables, which includes the advisors’ knowledge, their advanced levels and market designations, the measurement, form, and range of their teams, their charitable and philanthropic do the job and, of study course, their compliance information.
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Media Get hold of:
Lauren Hoyt-Williams
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