LPL Financial Advisors Named to 2022 Forbes Top Women Advisor Lists

Lavern Vogel

CHARLOTTE, N.C., Feb. 09, 2022 (Globe NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) congratulates the 26 LPL-affiliated advisors who have been recognized on the 2022 Forbes Best Gals Prosperity Advisors and Prime Gals Wealth Advisors Ideal-in-State lists. These stories discover U.S.-primarily based feminine monetary advisors who are major the way in featuring money assistance and best tactics to their clients, in accordance to Forbes.

The next women of all ages have been recognized as both Prime 100 Gals Wealth Advisors and Top rated Women Wealth Advisors Finest-in-Point out:

  • Laila Pence, Pence Wealth Management, Newport Beach, Calif.
  • Kay Lynn Mayhue, Advantage Economic Advisors, Alpharetta, Ga.
  • Susan Kaplan, Kaplan Money Companies, Newton, Mass.
  • Deborah Danielson, Danielson Financial Group, Las Vegas

20-two advisors have been named to the Ideal-in-State listing:

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

“On behalf of the LPL group, I congratulate each individual of these females for correctly leveraging the unbiased system to expand their occupations and empower shoppers during the country in pursuit of their economical plans,” mentioned Angela Xavier, LPL govt vice president, Unbiased Advisor Solutions. “Women are an necessary element of the evolving advisor marketplace, and we are committed to guaranteeing they have the methods, capabilities and insights to effectively provide the personalized desires of their clients and grow successful enterprises. We want each of the Forbes honorees continued achievements, and benefit their ongoing input and responses so we can carry on to improve price in their LPL partnership.”

Forbes’ annual lists are compiled with insights from SHOOK Exploration. Advisors are selected based on quantitative and qualitative data, and are assessed on a wide range of standards, which include in-individual interviews, several years of expertise, compliance data and assets beneath administration**.

See the full 2022 Forbes Best Girls Wealth Advisors list listed here. The Top Females Wealth Advisors Ideal-in-State record can be accessed listed here.

About LPL Fiscal:
LPL Monetary (Nasdaq: LPLA) was started on the theory that the firm need to get the job done for the advisor, and not the other way about. Now, LPL is a leader in the marketplaces we serve,* supporting almost 20,000 money advisors, and approximately 800 establishment-centered investment courses and 500 impartial RIA firms nationwide. We are steadfast in our dedication to the advisor-centered design and the perception that Us residents should have obtain to individualized guidance from a economical advisor. At LPL, independence implies that advisors have the liberty they are worthy of to opt for the enterprise design, companies, and technology methods that enable them to operate their ideal observe. And they have the liberty to deal with their consumer associations, simply because they know their shoppers best. Simply place, we choose care of our advisors, so they can consider care of their consumers.

*Best RIA custodian (Cerulli Associates, 2020 U.S. RIA Market Report) No. 1 Unbiased Broker-Seller in the U.S (Centered on total revenues, Fiscal Planning journal 1996-2021) No. 1 supplier of third-social gathering brokerage services to banking companies and credit rating unions (2020-2021 Kehrer Bielan Exploration & Consulting Annual TPM Report) Fortune 500 Firm as of June 2021. LPL and its affiliated businesses deliver fiscal products and services only from the United States.

**The Forbes position of America’s Best Ladies Prosperity Advisors and Top Girls Prosperity Advisors Ideal-in-Point out, designed by SHOOK Research, is dependent on an algorithm of qualitative and quantitative knowledge, ranking hundreds of wealth advisors with a least of 7 decades of encounter and weighing aspects like revenue developments, belongings less than administration, compliance data, field working experience and greatest practices discovered as a result of telephone and in-particular person interviews. Portfolio effectiveness is not a criterion owing to varying client aims and lack of audited information. Neither Forbes nor SHOOK gets a cost in trade for rankings.

Securities and advisory expert services made available by means of LPL Economic LLC, an SEC-registered broker-seller and investment advisor. Member FINRA/ SIPC.

All over this conversation, the phrases “financial advisors” and “advisors” are applied to refer to registered associates and/or financial investment advisor associates affiliated with LPL Economical LLC. We routinely disclose facts that might be important to shareholders in the “Investor Relations” or “Press Releases” section of our web site.

LPL Economical, Forbes, SHOOK Study and the advisor companies listed are individual entities.
This award does not appraise the top quality of solutions delivered to purchasers and is not indicative of this advisor’s future general performance. Neither LPL Monetary nor the advisors fork out a payment to Forbes in trade for inclusion in the Leading Females Prosperity Advisors checklist.

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Media Make contact with:
Rachel Wood
(980) 428-3539
[email protected]

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