Seven LPL Financial Advisors Recognized by Forbes as Top Next-Gen Advisors
CHARLOTTE, N.C., Oct. 07, 2021 (World NEWSWIRE) — LPL Financial LLC congratulates the seven LPL-affiliated economical advisors named to the 2021 Forbes Top rated Up coming-Gen Prosperity Advisors list.
- Patrick Deeg, Marks Team Prosperity Management, Minnetonka, Minn.
- Alex Lewis, Blackbridge Financial, Irmo, S.C.
- Craig Macomber, Stratos Prosperity Companions, Irvine, Calif.
- Jason Priebe, Priebe Prosperity, Maple Grove, Minn.
- Matthew Riesenweber, Cornerstone Prosperity Tactics, Kennewick, Clean.
- Eugene Songy, South Louisiana Financial Solutions, LLC, Lower Off, La.
- Marc Specht, PM Prosperity Management, New York, N.Y.
“On behalf of LPL, I congratulate this team of advisors for their dedication to supporting the thorough wants of their purchasers,” explained Angela Xavier, LPL government vice president, Independent Advisor Solutions. “We are very pleased to associate with this sort of gifted persons symbolizing the following era main our market ahead.”
Selected from virtually four,000 nominations, advisors regarded in the Forbes Up coming-Gen Prosperity Advisors list had been chosen primarily based on insights from SHOOK Research, acquired by an algorithm of qualitative criterion and quantitative details. Competent advisors must be less than 40 and have a minimum amount of four years’ expertise, and they had been judged on criteria this sort of as services design, market expertise, profits trends, shopper retention and property less than management*.
See the comprehensive list of Forbes 2021 Top rated Up coming-Gen Prosperity Advisors.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was established on the theory that the company should operate for the advisor, and not the other way about. Currently, LPL is a chief** in the markets we serve, supporting more than 19,000 economical advisors, 800 institution-primarily based investment programs and 450 unbiased RIA companies nationwide. We are steadfast in our dedication to the advisor-centered design and the belief that Us citizens have earned access to objective steerage from a economical advisor. At LPL, independence suggests that advisors have the flexibility they have earned to choose the enterprise design, providers, and technological know-how resources that allow them to operate their best follow. And they have the flexibility to take care of their shopper associations, for the reason that they know their purchasers best. Merely place, we take treatment of our advisors, so they can take treatment of their purchasers.
*The Forbes Up coming-Gen Prosperity Advisors rankings, developed by SHOOK Research, are primarily based on an algorithm of qualitative criterion, largely acquired by telephone and in-individual owing diligence interviews, and quantitative details. Those people advisors that are thought of have a minimum amount of four years’ expertise, and the algorithm weighs variables like profits trends, property less than management, compliance documents, market expertise and people that encompass the maximum requirements of best procedures. Portfolio general performance is not a criterion owing to varying shopper objectives and lack of audited details. Neither Forbes nor SHOOK obtain a price in trade for rankings.
**Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Independent Broker-Supplier in the U.S (Based mostly on total revenues, Financial Arranging magazine June 1996-2020) No. 1 supplier of 3rd-social gathering brokerage providers to financial institutions and credit unions (2020-2021 Kehrer Bielan Research & Consulting Yearly TPM Report) Fortune 500 as of June 2021
Securities and advisory providers offered by LPL Financial LLC, an SEC- registered broker-dealer and investment advisor. Member FINRA/SIPC.
In the course of this interaction, the phrases “financial advisors” and “advisors” are applied to refer to registered reps and/or investment advisor reps affiliated with LPL Financial LLC. We routinely disclose facts that may well be essential to shareholders in the “Investor Relations” or “Press Releases” area of our website.
LPL Financial, Forbes, SHOOK Research and the advisor companies stated are all different entities.
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