CHARLOTTE, N.C., Oct. 06, 2021 (World NEWSWIRE) — LPL Economic LLC (Nasdaq:LPLA) introduced today that Lindsey D. Rhea CFP® of Alia Wealth Partners has joined LPL Financial’s broker-dealer, company registered investment advisor (RIA) and custodial platforms, affiliating with LPL’s Strategic Wealth Services (SWS) product. She described having served close to $260 million in advisory, brokerage and retirement approach property*. She joins LPL from Wells Fargo Advisors Economic Network.
Dependent in Germantown, Tenn., Rhea, 36, is an proven, future-generation advisor who released her have follow in 2018. As Operator and Wealth Strategist of Alia Wealth Partners, Rhea functions intently with her clientele to formulate investment procedures and alternatives built to match every individual’s precise plans and objectives. Her achievements has led to a lot of sector awards, including 2020 and 2021 Forbes Major Ladies Wealth Advisor, 2019-2021 Forbes Very best-In-Point out Wealth Advisor and 2019 Forbes Subsequent-Gen Very best-In-Point out Wealth Advisor. She is joined at Alia by Director of Consumer Services, Leslie M. Parker and Director of Initial Impressions, Jennifer K. Locke.
On the lookout to elevate her clients’ encounters and programs for future progress, Rhea chose to companion with LPL’s Strategic Wealth Services presenting. “We went through an substantial due diligence procedure and LPL actually stood out for the depth of resources offered,” Rhea reported. “LPL is a nicely-oiled machine and checked the packing containers for all the answers I was looking for. My top rated precedence was the ability to enhance the consumer experience by offering them with impressive new instruments they can use to simply entry their account facts.”
With the more layer of guidance from SWS, Rhea believes she and her team will also have improved encounters. All SWS advisors have entry to LPL’s integrated wealth administration platform and impressive resources built to aid them prosper. In addition, they obtain ongoing, personalized guidance for daily functions and prolonged-phrase business enterprise administration, including a committed business enterprise strategist, CFO, and advertising and marketing, assistance and administrative guidance. “LPL’s SWS team is an extended element of my follow so that we really don’t have to do everything on our have,” Rhea reported. “It is refreshing to have committed guidance from SWS team members with different skillsets, who are authorities in their industry, getting some of the things off my plate so I can concentration on my clientele.”
Rhea manufactured the transfer to LPL with programs for prolonged-phrase progress in get to guidance clientele for generations to come. She reported, “What we’re accomplishing listed here is environment the stage for the future of this business enterprise. I want to develop our place of work, and this transition is a way for me to stage back again, make certain I’m partnered with the suitable affiliate, fulfill new advisors and actually create out the Alia brand.”
Exterior of get the job done, Rhea is deeply associated in her neighborhood. She is board chairman for Memphis Oral College for the Deaf, as nicely as an energetic member of the Management Germantown Board, the Memphis Chapter of Countrywide Association of Ladies Company Entrepreneurs, and the Germantown Region Chamber of Commerce, amongst many others. She also volunteers on the Advisory Board for the University of Memphis Sigma Kappa Sorority Chapter.
Scott Posner, LPL govt vice president, Company Enhancement, mentioned, “We warmly welcome Lindsey and her team to the LPL neighborhood, and are honored they turned to us as they thoughtfully prepare for the future chapter in their business enterprise. We are committed to offering advisors with supreme versatility and personalized modern answers as they create their great follow. For our SWS advisors, we have taken experience throughout quite a few advanced spots to provide them with a committed guidance team to aid them elevate the consumer experience, differentiate their business enterprise and speed up the achievements of their follow. We look ahead to a prolonged-lasting, effective and remarkable partnership with Alia Wealth Partners.”
Understand more about Alia Wealth Partners.
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About LPL Economic
LPL Economic (Nasdaq: LPLA) was founded on the theory that the firm really should get the job done for the advisor, and not the other way all around. Right now, LPL is a chief** in the markets we provide, supporting more than 19,000 financial advisors, 800 institution-dependent investment systems and 450 impartial RIA corporations nationwide. We are steadfast in our determination to the advisor-centered product and the belief that People have earned entry to goal assistance from a financial advisor. At LPL, independence means that advisors have the flexibility they have earned to choose the business enterprise product, expert services, and technological know-how resources that let them to run their great follow. And they have the flexibility to handle their consumer relationships, simply because they know their clientele very best. Simply just put, we get treatment of our advisors, so they can get treatment of their clientele.
** Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Independent Broker-Vendor in the U.S (Dependent on total revenues, Economic Planning magazine 1996-2021) No. 1 supplier of third-party brokerage expert services to banking institutions and credit score unions (2020-2021 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
*Dependent on prior business enterprise and signifies property that would have been custodied at LPL Economic, relatively than third-party custodians. Described property and consumer figures have not been independently and totally verified by LPL Economic.
Securities and advisory expert services offered through LPL Economic LLC, an SEC- registered broker-dealer and investment advisor. Member FINRA/ SIPC
All over this communication, the conditions “financial advisors” and “advisors” are applied to refer to registered representatives and/or investment advisor representatives affiliated with LPL Economic LLC. We routinely disclose facts that may be critical to shareholders in the “Investor Relations” or “Press Releases” part of our web site.
Alia Wealth Partners and LPL Economic are different entities.
The Forbes rating of America’s Major Ladies Wealth Advisors, designed by SHOOK Research, is dependent on an algorithm of qualitative and quantitative information, score thousands of wealth advisors with a least of seven many years of experience and weighing aspects like profits tendencies, property underneath administration, compliance documents, sector experience and very best practices realized through phone and in-particular person interviews.
The Forbes rating of Major Subsequent-Generation Wealth Advisors, designed by SHOOK Research, is dependent on an algorithm of qualitative and quantitative information, score thousands of wealth advisors born in or following 1980. Advisors are interviewed by phone and in particular person to assess assistance versions, investing procedure, experience levels and integrity. Supplemental aspects regarded as consist of compliance document, consumer retention, revenues created for their corporations and property managed.
The Forbes Very best-In-Point out Wealth Advisor rating, designed by SHOOK Research, is dependent on in-particular person and phone due diligence conferences and a rating algorithm that consists of: consumer retention, sector experience, assessment of compliance documents, firm nominations and quantitative requirements, including: property underneath administration and profits generated for their corporations.
In all three rankings, portfolio functionality is not a criterion due to different consumer objectives and absence of audited information. Neither Forbes nor SHOOK Research gets a charge in trade for rankings.
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