17/01/2022

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LPL Financial Welcomes Advisor Sean Khaligh

CHARLOTTE, N.C., Oct. 04, 2021 (Globe NEWSWIRE) — LPL Economical LLC (Nasdaq:LPLA) today declared that money advisor Sean Khaligh CFP® has joined LPL Financial’s broker-dealer, hybrid registered expense advisor (RIA) and custodial platforms. He is aligned with The Economical Services Network, an current LPL large company. Khaligh noted getting served approximately $170 million in advisory and brokerage property*. He joins from Wells Fargo Advisors.

Khaligh, a Dreamer who was born in Iran and immigrated to The us at age 12—not in a position to communicate a word of English at the time,—said the latest worldwide pandemic opened his eyes and set the eyesight for the upcoming of his company. “I went from working at a bank department to suddenly working from home. I was in a point out of shock, but it also gave me the option to feel extended and hard. I understood our time on earth is minimal and we require to be in a position to do the issues we want to in our lifestyle,” Khaligh said.

For Khaligh, that intended turning his dream of building a enterprise and possessing his very own company into a fact. Which is some thing that he the moment was explained to would in no way transpire.

As a teen, Khaligh was compelled to expand up speedily to support his mom and dad soon after the family missing considerably of their money for the duration of the immigration approach. He obtained his initially occupation in the money providers market though continue to in college, also working aspect time as a lifeguard to support shell out the costs. But a person working day, early in his job, a colleague said some thing that he will in no way neglect. “He said I would in no way be effective as a money advisor just since of my last name and the stigma linked with Iran,” Khaligh said. “But I realized I could be a excellent advisor and do excellent issues for my clients. I was much more established than at any time to make some thing of myself.”

He went on to create a client-centric practice centered on helping persons, households and company entrepreneurs expand, control and changeover prosperity. With the go to LPL and The Network, Khaligh has launched EQ Personal Wealth Advisors in Palos Verdes, Calif. “I preferred to create a agency based on traits likely on in the country and market. With LPL’s modern know-how and wide means, I believe that I’ll be in a position to do improve my company and choices for my clients. I can brand name my very own company and expand speedily, hopefully by means of acquisitions and getting around for retiring advisors,” Khaligh said. “I’ll also have the area assistance and know-how from the crew at The Network. I am blessed to have commenced the company so younger. I’m just 37 and continue to have at the very least one more thirty yrs remaining in my job. I just can’t wait to see what the upcoming retains.”

Scott Posner, LPL govt vice president, Small business Enhancement, mentioned, “We are impressed by Sean’s tale and journey to independence. He has built a hugely effective company serving his clients, and we are honored Sean turned to LPL and The Network as he seeks new means to elevate his practice on his very own conditions. The independent company model offers advisors the liberty and versatility to present goal money steerage to their clients. We will proceed to leverage our scale to give modern know-how, differentiated company ordeals and other prosperity administration means that produce value and support LPL advisors deal with the evolving desires of their clients. We welcome Sean to the LPL group and appear ahead to a extended-long lasting partnership with EQ Personal Wealth Advisors.”

Read about other corporations that just lately joined LPL in the LPL Economical Information and Media segment of LPL.com.

Advisors, locate an LPL company improvement representative near you.

About LPL Economical
LPL Economical (Nasdaq: LPLA) was founded on the principle that the agency ought to get the job done for the advisor, and not the other way all around. Now, LPL is a leader** in the markets we serve, supporting much more than 19,000 money advisors, 800 institution-based expense systems and 450 independent RIA corporations nationwide. We are steadfast in our motivation to the advisor-centered model and the perception that People in america should have accessibility to goal steerage from a money advisor. At LPL, independence signifies that advisors have the liberty they should have to select the company model, providers, and know-how means that let them to operate their fantastic practice. And they have the liberty to control their client associations, since they know their clients greatest. Merely set, we consider treatment of our advisors, so they can consider treatment of their clients.

** Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Unbiased Broker-Supplier in the U.S (Based on full revenues, Economical Organizing journal 1996-2021) No. one supplier of 3rd-occasion brokerage providers to banks and credit unions (2020-2021 Kehrer Bielan Exploration & Consulting Once-a-year TPM Report) Fortune five hundred Organization as of June 2021

*Based on prior company and signifies property that would have been custodied at LPL Economical, relatively than 3rd-occasion custodians. Documented property and client quantities have not been independently and thoroughly verified by LPL Economical.

Securities and advisory providers made available by means of LPL Economical LLC, an SEC- registered broker-dealer and expense advisor. Member FINRA/SIPC

During this interaction, the conditions “financial advisors” and “advisors” are employed to refer to registered representatives and/or expense advisor representatives affiliated with LPL Economical LLC. We routinely disclose information and facts that might be significant to shareholders in the “Investor Relations” or “Press Releases” segment of our web site.

EQ Personal Wealth Advisors, The Economical Services Network and LPL Economical are different entities.

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Media Get hold of:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]