18/10/2021

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Four LPL Advisors Named to Barron’s Top 100 Independent Financial Advisors List for 2021

CHARLOTTE, N.C., Sept. 23, 2021 (Globe NEWSWIRE) — LPL Economic LLC (Nasdaq: LPLA) now announced the inclusion of four LPL-affiliated advisors on Barron’s once-a-year listing of Leading one hundred Independent Economic Advisors, together with Charles Zhang*, rose from 2nd situation past calendar year to the claim the best spot on the 2021 listing.

LPL advisors honored consist of:

  • #1 Charles Zhang
  • #25 Susan Kaplan
  • #32 Laila Pence
  • #sixty five Andy Schwartz

“We are pleased to see the difficult get the job done and determination of these advisors’ regarded calendar year right after calendar year,” claimed Angela Xavier, LPL govt vice president, Independent Advisor Services. “I want to congratulate Charles, Susan, Laila and Andy for their ongoing capacity to reveal remarkable leadership, give compassionate tips and deliver ongoing results for their consumers. The independent design is getting to be more and more a lot more interesting to money advisors as it offers choice, transparency and independence in how they work. We proudly support our independent advisors and are fully commited to supplying them with partnership by means of business-primary capabilities and sturdy enterprise assets designed to assistance them thrive.”

The Leading one hundred listing steps candidates by means of assets beneath administration, income created for the company and the all round excellent of the advisor’s practice. According to Barron’s, the target is to glow a spotlight on the nation’s greatest money advisors, with an eye towards raising expectations in the business.

About LPL Economic
LPL Economic (Nasdaq: LPLA) was started on the basic principle that the company ought to get the job done for the advisor, and not the other way about. Now, LPL is a chief** in the markets we provide, supporting a lot more than 19,000 money advisors, 800 institution-based mostly investment decision programs and 450 independent RIA companies nationwide. We are steadfast in our determination to the advisor-centered design and the belief that Americans have earned obtain to aim direction from a money advisor. At LPL, independence signifies that advisors have the independence they have earned to pick the enterprise design, solutions, and technological know-how assets that make it possible for them to run their perfect practice. And they have the independence to regulate their customer interactions, simply because they know their consumers greatest. Simply set, we just take care of our advisors, so they can just take care of their consumers. 

** Leading RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Independent Broker-Supplier in the U.S (Dependent on overall revenues, Economic Planning journal June 1996-2020) No. 1 supplier of 3rd-get together brokerage solutions to banking companies and credit unions (2020-2021 Kehrer Bielan Exploration & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021

Securities and advisory solutions presented by means of LPL Economic LLC, an SEC- registered broker-seller and investment decision advisor. Member FINRA/SIPC. 

In the course of this interaction, the terms “financial advisors” and “advisors” are utilised to refer to registered associates and/or investment decision advisor associates affiliated with LPL Economic LLC. We routinely disclose facts that may perhaps be essential to shareholders in the “Investor Relations” or “Press Releases” area of our internet site.

LPL Economic, Barron’s and the advisor companies outlined are all different entities.

* Charles Zhang is a Economic Advisor of Zhang Economic, a registered investment decision advisor company that makes use of LPL Economic for Custodial solutions. Zhang Economic and LPL Economic are different entities.

A full clarification of the methodologies for these awards can be found here.
The 2021 Barron’s Leading one hundred Independent Advisors award also normally takes into consideration a wide selection of qualitative factors, together with the advisors’ expertise, their advanced levels and business designations, the measurement, form, and diversity of their groups, their charitable and philanthropic get the job done and, of class, their compliance information.

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Media Get in touch with:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]