CHARLOTTE, N.C., Oct. 06, 2021 (World NEWSWIRE) — LPL Monetary LLC (Nasdaq:LPLA) declared currently that Lindsey D. Rhea CFP® of Alia Prosperity Partners has joined LPL Financial’s broker-dealer, company registered expense advisor (RIA) and custodial platforms, affiliating with LPL’s Strategic Prosperity Providers (SWS) model. She described obtaining served approximately $260 million in advisory, brokerage and retirement plan assets*. She joins LPL from Wells Fargo Advisors Monetary Community.
Based in Germantown, Tenn., Rhea, 36, is an established, up coming-era advisor who introduced her possess observe in 2018. As Owner and Prosperity Strategist of Alia Prosperity Partners, Rhea performs intently with her shoppers to formulate expense strategies and options built to match every individual’s specific objectives and goals. Her accomplishment has led to a lot of market awards, like 2020 and 2021 Forbes Leading Girls Prosperity Advisor, 2019-2021 Forbes Most effective-In-Condition Prosperity Advisor and 2019 Forbes Next-Gen Most effective-In-Condition Prosperity Advisor. She is joined at Alia by Director of Client Providers, Leslie M. Parker and Director of Initial Impressions, Jennifer K. Locke.
Hunting to elevate her clients’ experiences and designs for long term advancement, Rhea chose to companion with LPL’s Strategic Prosperity Providers giving. “We went through an in depth thanks diligence approach and LPL actually stood out for the depth of methods made available,” Rhea reported. “LPL is a effectively-oiled machine and checked the bins for all the methods I was wanting for. My best precedence was the capacity to increase the client experience by providing them with innovative new tools they can use to easily accessibility their account facts.”
With the more layer of support from SWS, Rhea thinks she and her team will also have improved experiences. All SWS advisors have accessibility to LPL’s integrated wealth administration system and innovative methods built to help them thrive. In addition, they obtain ongoing, individualized support for everyday operations and very long-phrase business enterprise administration, like a focused business enterprise strategist, CFO, and advertising, assistance and administrative support. “LPL’s SWS team is an extended aspect of my observe so that we do not have to do almost everything on our possess,” Rhea reported. “It is refreshing to have focused support from SWS team members with unique skillsets, who are professionals in their discipline, using some of the factors off my plate so I can aim on my shoppers.”
Rhea created the move to LPL with designs for very long-phrase advancement in purchase to support shoppers for generations to appear. She reported, “What we’re doing listed here is location the phase for the long term of this business enterprise. I want to grow our workplace, and this transition is a way for me to stage back, make confident I’m partnered with the suitable affiliate, fulfill new advisors and actually establish out the Alia brand name.”
Outside the house of function, Rhea is deeply associated in her group. She is board chairman for Memphis Oral Faculty for the Deaf, as effectively as an lively member of the Management Germantown Board, the Memphis Chapter of Countrywide Affiliation of Girls Business enterprise Owners, and the Germantown Area Chamber of Commerce, between other people. She also volunteers on the Advisory Board for the College of Memphis Sigma Kappa Sorority Chapter.
Scott Posner, LPL govt vice president, Business enterprise Advancement, stated, “We warmly welcome Lindsey and her team to the LPL group, and are honored they turned to us as they thoughtfully put together for the up coming chapter in their business enterprise. We are committed to providing advisors with greatest adaptability and individualized fashionable methods as they establish their ideal observe. For our SWS advisors, we have taken expertise throughout several complicated spots to deliver them with a focused support team to help them elevate the client experience, differentiate their business enterprise and accelerate the accomplishment of their observe. We look ahead to a very long-long lasting, successful and remarkable partnership with Alia Prosperity Partners.”
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About LPL Monetary
LPL Monetary (Nasdaq: LPLA) was started on the theory that the business should really function for the advisor, and not the other way all over. Nowadays, LPL is a leader** in the marketplaces we provide, supporting far more than 19,000 economic advisors, 800 establishment-centered expense applications and 450 independent RIA companies nationwide. We are steadfast in our motivation to the advisor-centered model and the belief that Us residents have earned accessibility to goal guidance from a economic advisor. At LPL, independence usually means that advisors have the independence they have earned to decide on the business enterprise model, companies, and technology methods that enable them to run their ideal observe. And they have the independence to regulate their client associations, due to the fact they know their shoppers greatest. Basically place, we acquire care of our advisors, so they can acquire care of their shoppers.
** Leading RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Impartial Broker-Supplier in the U.S (Based on total revenues, Monetary Scheduling magazine 1996-2021) No. one provider of third-celebration brokerage companies to banking institutions and credit unions (2020-2021 Kehrer Bielan Research & Consulting Yearly TPM Report) Fortune 500 as of June 2021
*Based on prior business enterprise and represents assets that would have been custodied at LPL Monetary, rather than third-celebration custodians. Noted assets and client quantities have not been independently and thoroughly verified by LPL Monetary.
Securities and advisory companies made available through LPL Monetary LLC, an SEC- registered broker-dealer and expense advisor. Member FINRA/ SIPC
All over this communication, the conditions “financial advisors” and “advisors” are employed to refer to registered representatives and/or expense advisor representatives affiliated with LPL Monetary LLC. We routinely disclose facts that may possibly be crucial to shareholders in the “Investor Relations” or “Press Releases” area of our web-site.
Alia Prosperity Partners and LPL Monetary are independent entities.
The Forbes rating of America’s Leading Girls Prosperity Advisors, developed by SHOOK Research, is centered on an algorithm of qualitative and quantitative knowledge, score hundreds of wealth advisors with a bare minimum of 7 yrs of experience and weighing things like revenue trends, assets beneath administration, compliance documents, market experience and greatest techniques realized through phone and in-person interviews.
The Forbes rating of Leading Next-Era Prosperity Advisors, developed by SHOOK Research, is centered on an algorithm of qualitative and quantitative knowledge, score hundreds of wealth advisors born in or right after 1980. Advisors are interviewed by phone and in person to examine assistance products, investing approach, experience amounts and integrity. Further things deemed include things like compliance file, client retention, revenues created for their companies and assets managed.
The Forbes Most effective-In-Condition Prosperity Advisor rating, developed by SHOOK Research, is centered on in-person and phone thanks diligence meetings and a rating algorithm that includes: client retention, market experience, evaluate of compliance documents, business nominations and quantitative criteria, like: assets beneath administration and revenue generated for their companies.
In all 3 rankings, portfolio efficiency is not a criterion thanks to varying client goals and absence of audited knowledge. Neither Forbes nor SHOOK Research receives a rate in exchange for rankings.
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