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 recognized on the 2022 Forbes Top rated Gals Wealth Advisors and Prime Females Prosperity Advisors Very best-in-Point out lists. These experiences establish U.S.-dependent feminine economic advisors who are top the way in supplying monetary guidance and greatest techniques to their clients, in accordance to Forbes.

The adhering to ladies have been acknowledged as the two Prime 100 Gals Wealth Advisors and Best Girls Prosperity Advisors Most effective-in-Condition:

  • Laila Pence, Pence Prosperity Management, Newport Seashore, Calif.
  • Kay Lynn Mayhue, Benefit Money Advisors, Alpharetta, Ga.
  • Susan Kaplan, Kaplan Fiscal Companies, Newton, Mass.
  • Deborah Danielson, Danielson Economic Team, Las Vegas

20-two advisors have been named to the Finest-in-Point out record:

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

“On behalf of the LPL team, I congratulate each of these ladies for effectively leveraging the independent platform to grow their professions and empower customers during the nation in pursuit of their economical targets,” said Angela Xavier, LPL govt vice president, Unbiased Advisor Providers. “Women are an necessary section of the evolving advisor market, and we are committed to making sure they have the assets, abilities and insights to successfully serve the individualized needs of their clientele and increase effective companies. We desire just about every of the Forbes honorees continued success, and price their ongoing enter and feedback so we can continue to mature worth in their LPL marriage.”

Forbes’ annual lists are compiled with insights from SHOOK Analysis. Advisors are chosen dependent on quantitative and qualitative info, and are assessed on a wide variety of requirements, like in-individual interviews, several years of expertise, compliance data and property below management**.

See the entire 2022 Forbes Major Gals Wealth Advisors list here. The Prime Women of all ages Wealth Advisors Finest-in-Condition list can be accessed here.

About LPL Money:
LPL Economic (Nasdaq: LPLA) was established on the theory that the company really should work for the advisor, and not the other way all-around. Right now, LPL is a chief in the markets we provide,* supporting practically 20,000 economical advisors, and approximately 800 establishment-dependent financial investment applications and 500 unbiased RIA companies nationwide. We are steadfast in our determination to the advisor-centered model and the belief that People in america are worthy of entry to personalized direction from a economical advisor. At LPL, independence implies that advisors have the flexibility they are entitled to to pick the organization design, solutions, and technological innovation sources that permit them to run their perfect apply. And they have the independence to handle their shopper associations, mainly because they know their clients very best. Simply just place, we get care of our advisors, so they can consider treatment of their purchasers.

*Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Unbiased Broker-Seller in the U.S (Dependent on complete revenues, Money Organizing magazine 1996-2021) No. 1 supplier of third-social gathering brokerage services to banks and credit score unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report) Fortune 500 Organization as of June 2021. LPL and its affiliated companies give economical solutions only from the United States.

**The Forbes position of America’s Prime Women of all ages Wealth Advisors and Top rated Women Prosperity Advisors Finest-in-State, made by SHOOK Analysis, is based mostly on an algorithm of qualitative and quantitative data, ranking countless numbers of prosperity advisors with a minimum of 7 a long time of expertise and weighing aspects like earnings trends, belongings underneath administration, compliance records, sector experience and most effective practices realized by way of telephone and in-person interviews. Portfolio efficiency is not a criterion thanks to different shopper goals and lack of audited information. Neither Forbes nor SHOOK receives a price in exchange for rankings.

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

During this conversation, the phrases “financial advisors” and “advisors” are applied to refer to registered associates and/or expenditure advisor associates affiliated with LPL Economical LLC. We routinely disclose information that may be critical to shareholders in the “Investor Relations” or “Press Releases” area of our web page.

LPL Monetary, Forbes, SHOOK Research and the advisor corporations mentioned are individual entities.
This award does not assess the high quality of companies furnished to clientele and is not indicative of this advisor’s foreseeable future efficiency. Neither LPL Economic nor the advisors pay out a rate to Forbes in exchange for inclusion in the Major Girls Wealth Advisors listing.

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