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LPL-Affiliated Advisors Honored as 2021 ‘Top Wealth Advisor Moms’

CHARLOTTE, N.C., Oct. thirteen, 2021 (World NEWSWIRE) — LPL Economic LLC now announced that seven of its affiliated money advisors have been identified as a Major Wealth Advisor Mom on a listing recently published by Doing the job Mother magazine and SHOOK Study.

Advisors highlighted on this annual listing are among five hundred of the most profitable mothers doing work in wealth management. They each individual get care of little ones 21 yrs or more youthful nonetheless living in their property, all the even though aiding households and corporations get the job done towards their money plans. The position assesses each individual advisor’s ideal practices and fundamental business elements these as their support models, investing method, specific revenue stream, customer retention charge and property underneath management*.

LPL advisors identified on the 2021 listing are:

  • Julia Carlson, Economic Liberty Wealth Administration Group, Newport, Ore.
  • Sarah Carlson, Fulcrum Economic Group, Spokane, Wash.
  • Sandra Cho, Pointwealth Funds Administration, Encino, Calif.
  • Laila Pence, Pence Wealth Administration, Newport Seashore, Calif.
  • Winnie Sunlight, Sunlight Group Wealth Companions, Irvine, Calif.
  • Anh Tran, SageMint Wealth, Orange, Calif.
  • Joan Valenti, Valenti Wealth Administration, Farmington, Conn.

“On behalf of the LPL spouse and children, I lengthen our warmest congratulations and utmost admiration to these remarkably profitable doing work mothers, whose passion for serving their shoppers carries on to push favourable effect in our culture,” stated Angela Xavier, LPL Economic government vice president, Unbiased Advisor Expert services. “These ladies, with their ahead-pondering attitude and solid entrepreneurial spirit, are all pivotal to the achievements of their practices. It is an honor for us to provide them with the assist and independence essential to operate thriving practices and strengthen their customer bases, even though keeping a healthful get the job done-everyday living balance. We are very pleased to get in touch with them our partners, and we glance ahead to their ongoing achievements.”

See the total listing of 2021 Major Wealth Advisor Moms.

About LPL Economic
LPL Economic (Nasdaq: LPLA) was launched on the principle that the organization really should get the job done for the advisor, and not the other way about. Currently, LPL is a leader** in the markets we serve, supporting additional than 19,000 money advisors, 800 establishment-primarily based financial investment courses and 450 independent RIA firms nationwide. We are steadfast in our motivation to the advisor-centered product and the belief that Us citizens have earned entry to objective advice from a money advisor. At LPL, independence usually means that advisors have the freedom they have earned to opt for the business product, services, and technological innovation sources that allow for them to operate their perfect practice. And they have the freedom to handle their customer associations, since they know their shoppers ideal. Basically place, we get care of our advisors, so they can get care of their shoppers.

*SHOOK Study considered ladies advisors with a baby 21 or more youthful nonetheless living at property. Ranking algorithm is primarily based on qualitative steps derived from telephone and in-man or woman interviews and surveys: support models, investing method, customer retention, market encounter, evaluation of compliance records, organization nominations, and so forth. and quantitative requirements, these as property underneath management and revenue produced for their firms. Investment overall performance is not a criterion since customer aims and risk tolerances range, and advisors seldom have audited overall performance studies. Neither SHOOK nor Doing the job Mother Media receives payment from the advisors or their firms in exchange for placement on a position. Rankings are primarily based on the opinions of SHOOK Study LLC and not indicative of future overall performance or representative of any 1 client’s encounter the firm’s research and rankings provide opinions for how to opt for the correct money advisor. Previous overall performance is not an indication of future outcomes.

**Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Dealer in the U.S (Based on full revenues, Economic Setting up magazine 1996-2021) No. 1 service provider of third-bash brokerage services to banks and credit score unions (2020-2021 Kehrer Bielan Study & Consulting Yearly TPM Report) Fortune five hundred as of June 2021

Securities and advisory services presented by LPL Economic LLC, an SEC- registered broker-seller and financial investment advisor. Member FINRA/SIPC.

All through this interaction, the phrases “financial advisors” and “advisors” are employed to refer to registered representatives and/or financial investment advisor representatives affiliated with LPL Economic LLC. We routinely disclose info that may well be essential to shareholders in the “Investor Relations” or “Press Releases” portion of our web-site.

LPL Economic, Doing the job Mother, SHOOK Study and the advisor firms shown are all independent entities.

LPL Media Call:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]

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