CHARLOTTE, N.C., Oct. 04, 2021 (World NEWSWIRE) — LPL Money LLC (Nasdaq:LPLA) today announced that monetary advisor Sean Khaligh CFP® has joined LPL Financial’s broker-supplier, hybrid registered expenditure advisor (RIA) and custodial platforms. He is aligned with The Money Companies Network, an existing LPL big company. Khaligh described possessing served somewhere around $170 million in advisory and brokerage assets*. He joins from Wells Fargo Advisors.
Khaligh, a Dreamer who was born in Iran and immigrated to The us at age 12—not ready to converse a term of English at the time,—said the new world pandemic opened his eyes and set the eyesight for the long run of his small business. “I went from functioning at a bank branch to abruptly functioning from property. I was in a condition of shock, but it also gave me the option to feel prolonged and really hard. I realized our time on earth is confined and we have to have to be ready to do the issues we want to in our existence,” Khaligh reported.
For Khaligh, that intended turning his aspiration of setting up a firm and owning his possess small business into a reality. Which is some thing that he when was explained to would by no means happen.
As a teen, Khaligh was forced to grow up quickly to assistance his mom and dad after the family members shed considerably of their money through the immigration course of action. He bought his very first task in the monetary providers field though however in university, also functioning component time as a lifeguard to assistance pay back the costs. But one day, early in his occupation, a colleague reported some thing that he will by no means ignore. “He reported I would by no means be prosperous as a monetary advisor just since of my previous name and the stigma connected with Iran,” Khaligh reported. “But I understood I could be a good advisor and do good issues for my clients. I was much more decided than ever to make some thing of myself.”
He went on to establish a client-centric practice centered on supporting individuals, families and small business proprietors grow, deal with and changeover prosperity. With the shift to LPL and The Network, Khaligh has released EQ Private Prosperity Advisors in Palos Verdes, Calif. “I needed to establish a business centered on developments heading on in the country and field. With LPL’s revolutionary technological innovation and large sources, I imagine I’ll be ready to do enrich my company and offerings for my clients. I can brand name my possess small business and grow quickly, hopefully through acquisitions and getting above for retiring advisors,” Khaligh reported. “I’ll also have the regional help and knowledge from the crew at The Network. I am blessed to have begun the small business so youthful. I’m just 37 and however have at the very least a different thirty many years left in my occupation. I can not hold out to see what the long run holds.”
Scott Posner, LPL executive vice president, Business enterprise Progress, mentioned, “We are influenced by Sean’s story and journey to independence. He has crafted a remarkably prosperous small business serving his clients, and we are honored Sean turned to LPL and The Network as he seeks new techniques to elevate his practice on his possess conditions. The independent small business model presents advisors the freedom and versatility to give goal monetary assistance to their clients. We will continue to leverage our scale to offer you revolutionary technological innovation, differentiated company ordeals and other prosperity administration sources that supply worth and assistance LPL advisors address the evolving desires of their clients. We welcome Sean to the LPL group and look forward to a prolonged-lasting partnership with EQ Private Prosperity Advisors.”
Go through about other corporations that just lately joined LPL in the LPL Money Information and Media segment of LPL.com.
Advisors, find an LPL small business improvement representative near you.
About LPL Money
LPL Money (Nasdaq: LPLA) was established on the principle that the business should work for the advisor, and not the other way around. Today, LPL is a chief** in the markets we serve, supporting much more than 19,000 monetary advisors, 800 institution-centered expenditure programs and 450 independent RIA corporations nationwide. We are steadfast in our commitment to the advisor-centered model and the perception that Americans deserve access to goal assistance from a monetary advisor. At LPL, independence implies that advisors have the freedom they deserve to pick the small business model, providers, and technological innovation sources that enable them to operate their fantastic practice. And they have the freedom to deal with their client interactions, since they know their clients ideal. Merely put, we take treatment of our advisors, so they can take treatment of their clients.
** Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Unbiased Broker-Vendor in the U.S (Based on total revenues, Money Scheduling magazine 1996-2021) No. one company of 3rd-party brokerage providers to financial institutions and credit unions (2020-2021 Kehrer Bielan Investigate & Consulting Annual TPM Report) Fortune 500 Company as of June 2021
*Based on prior small business and represents assets that would have been custodied at LPL Money, rather than 3rd-party custodians. Claimed assets and client numbers have not been independently and entirely verified by LPL Money.
Securities and advisory providers made available through LPL Money LLC, an SEC- registered broker-supplier and expenditure advisor. Member FINRA/SIPC
During this interaction, the conditions “financial advisors” and “advisors” are utilized to refer to registered representatives and/or expenditure advisor representatives affiliated with LPL Money LLC. We routinely disclose information and facts that may possibly be crucial to shareholders in the “Investor Relations” or “Press Releases” segment of our website.
EQ Private Prosperity Advisors, The Money Companies Network and LPL Money are independent entities.
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