December 6, 2023


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LPL Financial Advisors Named to 2022 Forbes Top Women Advisor Lists

CHARLOTTE, N.C., Feb. 09, 2022 (World NEWSWIRE) — LPL Fiscal LLC (Nasdaq:LPLA) congratulates the 26 LPL-affiliated advisors who have been identified on the 2022 Forbes Major Females Prosperity Advisors and Top Ladies Wealth Advisors Finest-in-Point out lists. These studies discover U.S.-centered feminine money advisors who are foremost the way in featuring money information and finest procedures to their consumers, in accordance to Forbes.

The adhering to women of all ages have been identified as both equally Top 100 Women Wealth Advisors and Top Ladies Prosperity Advisors Best-in-Point out:

  • Laila Pence, Pence Prosperity Management, Newport Seashore, Calif.
  • Kay Lynn Mayhue, Benefit Financial Advisors, Alpharetta, Ga.
  • Susan Kaplan, Kaplan Economical Companies, Newton, Mass.
  • Deborah Danielson, Danielson Financial Team, Las Vegas

20-two advisors have been named to the Greatest-in-State listing:

  • Sandra Cho, Pointwealth Cash Administration, Encino, Calif.
  • Loreen Gilbert, WealthWise Financial Companies, Irvine, Calif.
  • Kristina Kuprina, Sequoia Prosperity Advisors & Financial investment Management, San Jose, Calif.
  • Anh Tran, SageMint Wealth, Orange, Calif.
  • Lori Selling price, Price tag Money Group, Wilton, Conn.
  • Joan Valenti, LPL Economic, Farmington, Conn.
  • Karen Lee, Karen Lee and Associates, Atlanta
  • Judy VanArsdale, Lakeview Wealth Management, Deer Park, Ill.
  • Gina Bolvin Bernarduci, Bolvin Prosperity, Boston
  • Deborah Goodman, Goodman Advisory Team, Needham, Mass.
  • Lisa Guzek Montagne, LGM Prosperity Management, Bloomington, Minn.
  • Barbara Ginty, Impartial Economical Companies, Kingston, N.Y.
  • Mackenzie Marshall, LPL Money, Hudson, Ohio
  • Amy Valentine, Planned Economic Companies, Brecksville, Ohio
  • Yuanyuan Yang, Planned Monetary Solutions, Cleveland
  • Julia Carlson, Fiscal Freedom Prosperity Administration Group, Newport, Ore.
  • Kristy Motta, Consolidated Economical Management, Beaverton, Ore.
  • Lisa Bodine, Penn Wealth Setting up, New Hope, Pa.
  • Leslie Williams, First Financial Networks, Inc., Exton, Pa.
  • Susan Wilkinson, Wilkinson Wealth Management LLC, Charlottesville, Va.
  • Sarah Carlson, Fulcrum Economic Team, Spokane, Clean.
  • Lori Watt, IAG Prosperity Companions, Waukesha, Wis.

“On behalf of the LPL team, I congratulate every single of these women for properly leveraging the impartial system to increase their occupations and empower shoppers all over the state in pursuit of their money aims,” stated Angela Xavier, LPL government vice president, Independent Advisor Services. “Women are an necessary element of the evolving advisor market, and we are fully commited to guaranteeing they have the assets, capabilities and insights to efficiently serve the personalised needs of their clients and expand thriving enterprises. We wish every of the Forbes honorees ongoing achievements, and value their ongoing input and opinions so we can proceed to expand worth in their LPL romantic relationship.”

Forbes’ annual lists are compiled with insights from SHOOK Analysis. Advisors are chosen dependent on quantitative and qualitative facts, and are assessed on a variety of requirements, which includes in-man or woman interviews, a long time of knowledge, compliance information and property below administration**.

See the complete 2022 Forbes Top rated Girls Wealth Advisors record right here. The Top Females Prosperity Advisors Very best-in-Condition checklist can be accessed below.

About LPL Economic:
LPL Economical (Nasdaq: LPLA) was established on the principle that the organization ought to do the job for the advisor, and not the other way all around. Currently, LPL is a leader in the markets we provide,* supporting nearly 20,000 economical advisors, and around 800 establishment-primarily based financial commitment programs and 500 impartial RIA firms nationwide. We are steadfast in our commitment to the advisor-centered design and the perception that People have earned entry to personalised direction from a fiscal advisor. At LPL, independence means that advisors have the liberty they are worthy of to select the company design, services, and technological innovation sources that make it possible for them to run their best follow. And they have the flexibility to take care of their customer relationships, due to the fact they know their consumers best. Basically set, we acquire treatment of our advisors, so they can take treatment of their consumers.

*Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Impartial Broker-Seller in the U.S (Dependent on complete revenues, Economic Organizing magazine 1996-2021) No. 1 company of third-celebration brokerage services to financial institutions and credit history unions (2020-2021 Kehrer Bielan Investigation & Consulting Annual TPM Report) Fortune 500 Organization as of June 2021. LPL and its affiliated businesses present economic providers only from the United States.

**The Forbes position of America’s Prime Gals Wealth Advisors and Prime Women Wealth Advisors Greatest-in-State, formulated by SHOOK Exploration, is centered on an algorithm of qualitative and quantitative knowledge, ranking countless numbers of wealth advisors with a minimum amount of 7 many years of encounter and weighing variables like earnings trends, assets less than administration, compliance records, sector knowledge and very best techniques acquired via telephone and in-human being interviews. Portfolio functionality is not a criterion due to various client targets and deficiency of audited information. Neither Forbes nor SHOOK gets a payment in trade for rankings.

Securities and advisory solutions offered as a result of LPL Money LLC, an SEC-registered broker-supplier and expenditure advisor. Member FINRA/ SIPC.

Through this communication, the conditions “financial advisors” and “advisors” are utilized to refer to registered representatives and/or investment advisor representatives affiliated with LPL Fiscal LLC. We routinely disclose info that might be important to shareholders in the “Investor Relations” or “Press Releases” area of our web site.

LPL Monetary, Forbes, SHOOK Investigation and the advisor firms outlined are independent entities.
This award does not consider the top quality of services supplied to clientele and is not indicative of this advisor’s long term functionality. Neither LPL Economical nor the advisors pay back a cost to Forbes in trade for inclusion in the Top rated Women of all ages Wealth Advisors record.

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