LPL Financial Advisors Named to 2022 Forbes Top Women Advisor Lists

CHARLOTTE, N.C., Feb. 09, 2022 (Globe NEWSWIRE) — LPL Money LLC (Nasdaq:LPLA) congratulates the 26 LPL-affiliated advisors who have been regarded on the 2022 Forbes Top Girls Prosperity Advisors and Prime Gals Wealth Advisors Greatest-in-Point out lists. These reviews detect U.S.-based mostly feminine monetary advisors who are foremost the way in giving fiscal tips and most effective methods to their shoppers, according to Forbes.

The subsequent ladies have been regarded as equally Top rated 100 Women of all ages Prosperity Advisors and Top Gals Prosperity Advisors Greatest-in-Point out:

  • Laila Pence, Pence Wealth Administration, Newport Seaside, Calif.
  • Kay Lynn Mayhue, Benefit Monetary Advisors, Alpharetta, Ga.
  • Susan Kaplan, Kaplan Financial Products and services, Newton, Mass.
  • Deborah Danielson, Danielson Money Team, Las Vegas

20-two advisors have been named to the Greatest-in-Condition record:

  • Sandra Cho, Pointwealth Funds Management, Encino, Calif.
  • Loreen Gilbert, WealthWise Economical Services, Irvine, Calif.
  • Kristina Kuprina, Sequoia Wealth Advisors & Financial commitment Management, San Jose, Calif.
  • Anh Tran, SageMint Prosperity, Orange, Calif.
  • Lori Selling price, Cost Monetary Group, Wilton, Conn.
  • Joan Valenti, LPL Financial, Farmington, Conn.
  • Karen Lee, Karen Lee and Associates, Atlanta
  • Judy VanArsdale, Lakeview Prosperity Administration, Deer Park, Unwell.
  • Gina Bolvin Bernarduci, Bolvin Prosperity, Boston
  • Deborah Goodman, Goodman Advisory Group, Needham, Mass.
  • Lisa Guzek Montagne, LGM Prosperity Management, Bloomington, Minn.
  • Barbara Ginty, Independent Economical Expert services, Kingston, N.Y.
  • Mackenzie Marshall, LPL Money, Hudson, Ohio
  • Amy Valentine, Planned Economical Products and services, Brecksville, Ohio
  • Yuanyuan Yang, Prepared Economic Products and services, Cleveland
  • Julia Carlson, Economic Flexibility Prosperity Management Team, Newport, Ore.
  • Kristy Motta, Consolidated Monetary Administration, Beaverton, Ore.
  • Lisa Bodine, Penn Prosperity Organizing, New Hope, Pa.
  • Leslie Williams, 1st Money Networks, Inc., Exton, Pa.
  • Susan Wilkinson, Wilkinson Wealth Administration LLC, Charlottesville, Va.
  • Sarah Carlson, Fulcrum Economical Group, Spokane, Wash.
  • Lori Watt, IAG Prosperity Partners, Waukesha, Wis.

“On behalf of the LPL group, I congratulate each of these women of all ages for successfully leveraging the unbiased platform to expand their occupations and empower consumers throughout the country in pursuit of their economic ambitions,” mentioned Angela Xavier, LPL govt vice president, Impartial Advisor Expert services. “Women are an necessary part of the evolving advisor marketplace, and we are committed to making certain they have the means, capabilities and insights to correctly provide the customized desires of their consumers and expand profitable corporations. We want each individual of the Forbes honorees continued success, and benefit their ongoing enter and feedback so we can keep on to improve price in their LPL connection.”

Forbes’ annual lists are compiled with insights from SHOOK Research. Advisors are chosen dependent on quantitative and qualitative info, and are assessed on a variety of criteria, such as in-individual interviews, several years of encounter, compliance documents and assets less than administration**.

See the whole 2022 Forbes Leading Gals Wealth Advisors record below. The Best Ladies Wealth Advisors Ideal-in-State listing can be accessed here.

About LPL Fiscal:
LPL Monetary (Nasdaq: LPLA) was started on the theory that the organization should really get the job done for the advisor, and not the other way all-around. Nowadays, LPL is a leader in the markets we serve,* supporting almost 20,000 economical advisors, and around 800 institution-dependent financial commitment plans and 500 unbiased RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered product and the perception that People in america are entitled to entry to individualized assistance from a fiscal advisor. At LPL, independence means that advisors have the independence they deserve to opt for the business design, services, and technological innovation assets that permit them to run their best practice. And they have the flexibility to deal with their consumer interactions, since they know their customers best. Only put, we consider treatment of our advisors, so they can get care of their purchasers.

*Major RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Seller in the U.S (Based mostly on whole revenues, Economical Planning magazine 1996-2021) No. 1 company of third-bash brokerage expert services to banks and credit rating unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report) Fortune 500 Firm as of June 2021. LPL and its affiliated companies supply monetary services only from the United States.

**The Forbes ranking of America’s Top Ladies Prosperity Advisors and Top rated Gals Wealth Advisors Finest-in-Condition, designed by SHOOK Study, is primarily based on an algorithm of qualitative and quantitative info, rating hundreds of wealth advisors with a minimum of 7 decades of knowledge and weighing aspects like income developments, property less than administration, compliance information, sector working experience and best methods discovered by way of telephone and in-human being interviews. Portfolio efficiency is not a criterion because of to various client aims and absence of audited information. Neither Forbes nor SHOOK receives a rate in trade for rankings.

Securities and advisory companies offered through LPL Money LLC, an SEC-registered broker-seller and expenditure advisor. Member FINRA/ SIPC.

Throughout this interaction, the conditions “financial advisors” and “advisors” are utilized to refer to registered associates and/or investment decision advisor representatives affiliated with LPL Fiscal LLC. We routinely disclose info that may possibly be significant to shareholders in the “Investor Relations” or “Press Releases” portion of our web-site.

LPL Financial, Forbes, SHOOK Investigate and the advisor companies listed are separate entities.
This award does not appraise the quality of providers delivered to clientele and is not indicative of this advisor’s future general performance. Neither LPL Economical nor the advisors shell out a rate to Forbes in exchange for inclusion in the Best Ladies Wealth Advisors checklist.

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