June 17, 2024


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LPL Financial Advisors Named to 2022 Forbes Top Women Advisor Lists

CHARLOTTE, N.C., Feb. 09, 2022 (Globe NEWSWIRE) — LPL Economic LLC (Nasdaq:LPLA) congratulates the 26 LPL-affiliated advisors who have been acknowledged on the 2022 Forbes Top rated Ladies Wealth Advisors and Major Girls Wealth Advisors Ideal-in-State lists. These reviews establish U.S.-based woman economic advisors who are main the way in giving monetary advice and ideal procedures to their clientele, in accordance to Forbes.

The subsequent females have been recognized as each Best 100 Females Prosperity Advisors and Leading Women Wealth Advisors Most effective-in-Condition:

  • Laila Pence, Pence Prosperity Administration, Newport Seaside, Calif.
  • Kay Lynn Mayhue, Benefit Economical Advisors, Alpharetta, Ga.
  • Susan Kaplan, Kaplan Financial Providers, Newton, Mass.
  • Deborah Danielson, Danielson Economic Team, Las Vegas

Twenty-two advisors have been named to the Finest-in-State record:

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

“On behalf of the LPL crew, I congratulate each individual of these women for correctly leveraging the unbiased platform to mature their occupations and empower clientele through the country in pursuit of their economic targets,” reported Angela Xavier, LPL executive vice president, Impartial Advisor Providers. “Women are an important part of the evolving advisor market, and we are dedicated to guaranteeing they have the methods, abilities and insights to correctly serve the individualized needs of their consumers and improve productive corporations. We wish just about every of the Forbes honorees continued accomplishment, and price their ongoing input and feed-back so we can carry on to improve price in their LPL relationship.”

Forbes’ once-a-year lists are compiled with insights from SHOOK Investigation. Advisors are picked based on quantitative and qualitative info, and are assessed on a variety of requirements, such as in-individual interviews, yrs of experience, compliance data and belongings under management**.

See the full 2022 Forbes Best Women of all ages Wealth Advisors checklist in this article. The Top Women Wealth Advisors Greatest-in-State record can be accessed here.

About LPL Fiscal:
LPL Fiscal (Nasdaq: LPLA) was started on the theory that the business really should work for the advisor, and not the other way all-around. Right now, LPL is a leader in the markets we serve,* supporting virtually 20,000 economic advisors, and approximately 800 institution-dependent financial commitment programs and 500 impartial RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered model and the belief that Us citizens ought to have accessibility to personalised steering from a financial advisor. At LPL, independence indicates that advisors have the liberty they ought to have to decide on the business product, providers, and technological innovation sources that enable them to run their excellent practice. And they have the flexibility to handle their consumer interactions, due to the fact they know their customers ideal. Basically put, we get care of our advisors, so they can consider treatment of their clientele.

*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Supplier in the U.S (Primarily based on complete revenues, Economical Setting up journal 1996-2021) No. 1 company of third-get together brokerage expert services to banking institutions and credit score unions (2020-2021 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune 500 Company as of June 2021. LPL and its affiliated companies give economical companies only from the United States.

**The Forbes rating of America’s Major Gals Wealth Advisors and Best Ladies Prosperity Advisors Most effective-in-Point out, designed by SHOOK Exploration, is centered on an algorithm of qualitative and quantitative facts, rating countless numbers of prosperity advisors with a bare minimum of seven several years of encounter and weighing variables like revenue traits, property beneath management, compliance records, marketplace working experience and greatest techniques discovered by phone and in-individual interviews. Portfolio overall performance is not a criterion owing to different shopper objectives and absence of audited knowledge. Neither Forbes nor SHOOK receives a cost in exchange for rankings.

Securities and advisory products and services made available as a result of LPL Economical LLC, an SEC-registered broker-dealer and financial commitment advisor. Member FINRA/ SIPC.

All through this communication, the phrases “financial advisors” and “advisors” are made use of to refer to registered representatives and/or investment decision advisor representatives affiliated with LPL Economical LLC. We routinely disclose data that might be vital to shareholders in the “Investor Relations” or “Press Releases” section of our internet site.

LPL Financial, Forbes, SHOOK Investigate and the advisor corporations listed are individual entities.
This award does not examine the excellent of solutions supplied to consumers and is not indicative of this advisor’s foreseeable future effectiveness. Neither LPL Monetary nor the advisors pay back a payment to Forbes in exchange for inclusion in the Prime Women of all ages Wealth Advisors list.

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Media Contact:
Rachel Wood
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