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Seven LPL Financial Advisors Recognized by Forbes as Top Next-Gen Advisors

CHARLOTTE, N.C., Oct. 07, 2021 (World NEWSWIRE) — LPL Economic LLC congratulates the seven LPL-affiliated economical advisors named to the 2021 Forbes Prime Next-Gen Prosperity Advisors list.

  • Patrick Deeg, Marks Group Prosperity Management, Minnetonka, Minn.
  • Alex Lewis, Blackbridge Economic, Irmo, S.C.
  • Craig Macomber, Stratos Prosperity Partners, Irvine, Calif.
  • Jason Priebe, Priebe Prosperity, Maple Grove, Minn.
  • Matthew Riesenweber, Cornerstone Prosperity Strategies, Kennewick, Wash.
  • Eugene Songy, South Louisiana Economic Solutions, LLC, Slash Off, La.
  • Marc Specht, PM Prosperity Management, New York, N.Y.

“On behalf of LPL, I congratulate this team of advisors for their motivation to supporting the comprehensive wants of their shoppers,” said Angela Xavier, LPL government vice president, Independent Advisor Solutions. “We are proud to companion with this kind of gifted persons symbolizing the future generation foremost our field forward.”

Picked from virtually 4,000 nominations, advisors recognized in the Forbes Next-Gen Prosperity Advisors list had been picked centered on insights from SHOOK Exploration, received by an algorithm of qualitative criterion and quantitative knowledge. Qualified advisors should be below 40 and have a minimal of 4 years’ encounter, and they had been judged on conditions this kind of as assistance design, field encounter, income traits, consumer retention and belongings below administration*.

See the full list of Forbes 2021 Prime Next-Gen Prosperity Advisors.

About LPL Economic
LPL Economic (Nasdaq: LPLA) was established on the principle that the organization ought to perform for the advisor, and not the other way all-around. Nowadays, LPL is a leader** in the markets we provide, supporting much more than 19,000 economical advisors, 800 establishment-centered investment decision systems and 450 unbiased RIA corporations nationwide. We are steadfast in our motivation to the advisor-centered design and the perception that Us citizens are worthy of accessibility to aim advice from a economical advisor. At LPL, independence means that advisors have the liberty they are worthy of to pick out the business design, companies, and technology resources that allow for them to run their best practice. And they have the liberty to take care of their consumer interactions, since they know their shoppers best. Basically place, we just take treatment of our advisors, so they can just take treatment of their shoppers.

*The Forbes Next-Gen Prosperity Advisors rankings, made by SHOOK Exploration, are centered on an algorithm of qualitative criterion, largely received by phone and in-man or woman owing diligence interviews, and quantitative knowledge. People advisors that are considered have a minimal of 4 years’ encounter, and the algorithm weighs components like income traits, belongings below administration, compliance documents, field encounter and those people that encompass the greatest criteria of best techniques. Portfolio general performance is not a criterion owing to various consumer objectives and lack of audited knowledge. Neither Forbes nor SHOOK acquire a payment in exchange for rankings.

**Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Independent Broker-Seller in the U.S (Based mostly on complete revenues, Economic Setting up magazine June 1996-2020) No. one supplier of 3rd-social gathering brokerage companies to banks and credit rating unions (2020-2021 Kehrer Bielan Exploration & Consulting Once-a-year TPM Report) Fortune five hundred as of June 2021

Securities and advisory companies made available by LPL Economic LLC, an SEC- registered broker-vendor and investment decision advisor. Member FINRA/SIPC.

All through this interaction, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment decision advisor representatives affiliated with LPL Economic LLC. We routinely disclose details that may be important to shareholders in the “Investor Relations” or “Press Releases” part of our internet site.

LPL Economic, Forbes, SHOOK Exploration and the advisor corporations mentioned are all individual entities.

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