June 20, 2024


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Four LPL Advisors Named to Barron’s Top 100 Independent Financial Advisors List for 2021

CHARLOTTE, N.C., Sept. 23, 2021 (World NEWSWIRE) — LPL Economic LLC (Nasdaq: LPLA) currently declared the inclusion of 4 LPL-affiliated advisors on Barron’s once-a-year record of Prime a hundred Unbiased Economic Advisors, which includes Charles Zhang*, rose from second posture previous 12 months to the assert the leading place on the 2021 record.

LPL advisors honored involve:

  • #one Charles Zhang
  • #25 Susan Kaplan
  • #32 Laila Pence
  • #65 Andy Schwartz

“We are delighted to see the hard do the job and motivation of these advisors’ regarded 12 months immediately after 12 months,” reported Angela Xavier, LPL executive vice president, Unbiased Advisor Services. “I want to congratulate Charles, Susan, Laila and Andy for their continued ability to demonstrate superb leadership, offer you compassionate assistance and supply continued final results for their shoppers. The unbiased model is getting to be progressively more appealing to financial advisors as it gives selection, transparency and independence in how they function. We proudly assist our unbiased advisors and are committed to giving them with partnership as a result of marketplace-foremost capabilities and sturdy business sources intended to aid them thrive.”

The Prime a hundred record steps candidates as a result of assets below administration, income generated for the organization and the in general quality of the advisor’s apply. In accordance to Barron’s, the goal is to glow a highlight on the nation’s greatest financial advisors, with an eye toward boosting standards in the marketplace.

About LPL Economic
LPL Economic (Nasdaq: LPLA) was launched on the basic principle that the organization ought to do the job for the advisor, and not the other way around. Right now, LPL is a leader** in the marketplaces we provide, supporting more than 19,000 financial advisors, 800 institution-dependent investment decision programs and 450 unbiased RIA firms nationwide. We are steadfast in our motivation to the advisor-centered model and the belief that People have earned access to objective steerage from a financial advisor. At LPL, independence usually means that advisors have the independence they have earned to pick out the business model, companies, and technological innovation sources that permit them to operate their best apply. And they have the independence to regulate their consumer relationships, since they know their shoppers greatest. Just place, we consider care of our advisors, so they can consider care of their shoppers. 

** Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Unbiased Broker-Vendor in the U.S (Based mostly on overall revenues, Economic Scheduling magazine June 1996-2020) No. one service provider of 3rd-occasion brokerage companies to financial institutions and credit rating unions (2020-2021 Kehrer Bielan Exploration & Consulting Yearly TPM Report) Fortune five hundred as of June 2021

Securities and advisory companies presented as a result of LPL Economic LLC, an SEC- registered broker-dealer and investment decision advisor. Member FINRA/SIPC. 

In the course of this conversation, the terms “financial advisors” and “advisors” are utilized to refer to registered reps and/or investment decision advisor reps affiliated with LPL Economic LLC. We routinely disclose data that may possibly be critical to shareholders in the “Investor Relations” or “Press Releases” section of our web page.

LPL Economic, Barron’s and the advisor firms mentioned are all individual entities.

* Charles Zhang is a Economic Advisor of Zhang Economic, a registered investment decision advisor organization that utilizes LPL Economic for Custodial companies. Zhang Economic and LPL Economic are individual entities.

A entire clarification of the methodologies for these awards can be found here.
The 2021 Barron’s Prime a hundred Unbiased Advisors award also can take into thought a vast vary of qualitative components, which includes the advisors’ encounter, their sophisticated degrees and marketplace designations, the dimension, form, and diversity of their teams, their charitable and philanthropic do the job and, of study course, their compliance data.

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Media Make contact with:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]