December 5, 2022


Built Business Tough

Alia Wealth Partners Joins LPL Strategic Wealth Services

CHARLOTTE, N.C., Oct. 06, 2021 (World NEWSWIRE) — LPL Economical LLC (Nasdaq:LPLA) declared these days that Lindsey D. Rhea CFP® of Alia Wealth Partners has joined LPL Financial’s broker-seller, corporate registered financial commitment advisor (RIA) and custodial platforms, affiliating with LPL’s Strategic Wealth Products and services (SWS) product. She described having served approximately $260 million in advisory, brokerage and retirement strategy property*. She joins LPL from Wells Fargo Advisors Economical Network.

Based mostly in Germantown, Tenn., Rhea, 36, is an established, next-generation advisor who introduced her have exercise in 2018. As Operator and Wealth Strategist of Alia Wealth Partners, Rhea operates closely with her purchasers to formulate financial commitment approaches and alternatives intended to match each and every individual’s certain aims and objectives. Her accomplishment has led to various market awards, such as 2020 and 2021 Forbes Prime Women Wealth Advisor, 2019-2021 Forbes Best-In-Point out Wealth Advisor and 2019 Forbes Subsequent-Gen Best-In-Point out Wealth Advisor. She is joined at Alia by Director of Shopper Products and services, Leslie M. Parker and Director of First Impressions, Jennifer K. Locke.

Seeking to elevate her clients’ experiences and plans for long run advancement, Rhea selected to partner with LPL’s Strategic Wealth Products and services giving. “We went by way of an comprehensive thanks diligence system and LPL really stood out for the depth of methods presented,” Rhea stated. “LPL is a well-oiled device and checked the containers for all the solutions I was on the lookout for. My top precedence was the skill to enrich the client expertise by giving them with modern new equipment they can use to easily obtain their account facts.”

With the extra layer of support from SWS, Rhea believes she and her staff will also have increased experiences. All SWS advisors have obtain to LPL’s built-in prosperity management platform and modern methods intended to aid them prosper. In addition, they acquire ongoing, customized support for day by day operations and long-time period enterprise management, such as a committed enterprise strategist, CFO, and promoting, service and administrative support. “LPL’s SWS staff is an prolonged aspect of my exercise so that we don’t have to do everything on our have,” Rhea stated. “It is refreshing to have committed support from SWS staff users with distinctive skillsets, who are authorities in their area, getting some of the items off my plate so I can emphasis on my purchasers.”

Rhea manufactured the go to LPL with plans for long-time period advancement in order to support purchasers for generations to come. She stated, “What we’re executing in this article is environment the phase for the long run of this enterprise. I want to grow our business, and this transition is a way for me to action again, make positive I’m partnered with the correct affiliate, meet up with new advisors and really establish out the Alia brand.”

Outdoors of get the job done, Rhea is deeply concerned in her neighborhood. She is board chairman for Memphis Oral College for the Deaf, as well as an active member of the Leadership Germantown Board, the Memphis Chapter of Countrywide Association of Women Small business Entrepreneurs, and the Germantown Spot Chamber of Commerce, among the other individuals. She also volunteers on the Advisory Board for the University of Memphis Sigma Kappa Sorority Chapter.

Scott Posner, LPL govt vice president, Small business Growth, mentioned, “We warmly welcome Lindsey and her staff to the LPL neighborhood, and are honored they turned to us as they thoughtfully get ready for the next chapter in their enterprise. We are dedicated to giving advisors with supreme flexibility and customized fashionable solutions as they establish their fantastic exercise. For our SWS advisors, we’ve taken skills across many sophisticated parts to give them with a committed support staff to aid them elevate the client expertise, differentiate their enterprise and accelerate the accomplishment of their exercise. We look forward to a long-long lasting, effective and fascinating partnership with Alia Wealth Partners.”

Study much more about Alia Wealth Partners.

Advisors, uncover an LPL enterprise enhancement representative near you.

About LPL Economical
LPL Economical (Nasdaq: LPLA) was started on the principle that the business should get the job done for the advisor, and not the other way all around. Right now, LPL is a chief** in the marketplaces we serve, supporting much more than 19,000 economic advisors, 800 establishment-primarily based financial commitment packages and 450 independent RIA companies nationwide. We are steadfast in our motivation to the advisor-centered product and the belief that Individuals have earned obtain to objective advice from a economic advisor. At LPL, independence implies that advisors have the independence they have earned to decide on the enterprise product, products and services, and know-how methods that allow for them to operate their fantastic exercise. And they have the independence to control their client interactions, simply because they know their purchasers best. Simply just place, we consider care of our advisors, so they can consider care of their purchasers.

** Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Independent Broker-Dealer in the U.S (Based mostly on complete revenues, Economical Planning magazine 1996-2021) No. one provider of 3rd-occasion brokerage products and services to banking institutions and credit unions (2020-2021 Kehrer Bielan Analysis & Consulting Yearly TPM Report) Fortune five hundred as of June 2021

*Based mostly on prior enterprise and represents property that would have been custodied at LPL Economical, somewhat than 3rd-occasion custodians. Claimed property and client figures have not been independently and entirely confirmed by LPL Economical.

Securities and advisory products and services presented by way of LPL Economical LLC, an SEC- registered broker-seller and financial commitment advisor. Member FINRA/ SIPC

Throughout this conversation, the terms “financial advisors” and “advisors” are used to refer to registered associates and/or financial commitment advisor associates affiliated with LPL Economical LLC. We routinely disclose facts that might be crucial to shareholders in the “Investor Relations” or “Press Releases” area of our web site.

Alia Wealth Partners and LPL Economical are separate entities.

The Forbes rating of America’s Prime Women Wealth Advisors, designed by SHOOK Analysis, is primarily based on an algorithm of qualitative and quantitative facts, ranking thousands of prosperity advisors with a least of seven a long time of expertise and weighing things like profits tendencies, property under management, compliance records, market expertise and best techniques discovered by way of phone and in-person interviews.

The Forbes rating of Prime Subsequent-Era Wealth Advisors, designed by SHOOK Analysis, is primarily based on an algorithm of qualitative and quantitative facts, ranking thousands of prosperity advisors born in or just after 1980. Advisors are interviewed by phone and in person to examine service products, investing system, expertise ranges and integrity. Supplemental things thought of incorporate compliance history, client retention, revenues produced for their companies and property managed.

The Forbes Best-In-Point out Wealth Advisor rating, designed by SHOOK Analysis, is primarily based on in-person and phone thanks diligence conferences and a rating algorithm that contains: client retention, market expertise, overview of compliance records, business nominations and quantitative criteria, such as: property under management and profits generated for their companies.

In all three rankings, portfolio effectiveness is not a criterion thanks to varying client objectives and lack of audited facts. Neither Forbes nor SHOOK Analysis receives a cost in trade for rankings.

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