CHARLOTTE, N.C., Oct. 07, 2021 (Globe NEWSWIRE) — LPL Monetary LLC congratulates the seven LPL-affiliated money advisors named to the 2021 Forbes Prime Up coming-Gen Wealth Advisors listing.
- Patrick Deeg, Marks Team Wealth Management, Minnetonka, Minn.
- Alex Lewis, Blackbridge Monetary, Irmo, S.C.
- Craig Macomber, Stratos Wealth Associates, Irvine, Calif.
- Jason Priebe, Priebe Wealth, Maple Grove, Minn.
- Matthew Riesenweber, Cornerstone Wealth Tactics, Kennewick, Wash.
- Eugene Songy, South Louisiana Monetary Providers, LLC, Reduce Off, La.
- Marc Specht, PM Wealth Management, New York, N.Y.
“On behalf of LPL, I congratulate this team of advisors for their motivation to supporting the in depth requires of their clientele,” said Angela Xavier, LPL executive vice president, Independent Advisor Providers. “We are very pleased to spouse with this kind of talented people representing the up coming technology primary our field forward.”
Chosen from approximately 4,000 nominations, advisors recognized in the Forbes Up coming-Gen Wealth Advisors listing were selected centered on insights from SHOOK Investigation, received through an algorithm of qualitative criterion and quantitative details. Competent advisors will have to be less than 40 and have a bare minimum of four years’ encounter, and they were judged on conditions this kind of as assistance design, field encounter, profits traits, client retention and assets less than management*.
See the total listing of Forbes 2021 Prime Up coming-Gen Wealth Advisors.
About LPL Monetary
LPL Monetary (Nasdaq: LPLA) was started on the basic principle that the business should operate for the advisor, and not the other way all around. Right now, LPL is a leader** in the marketplaces we provide, supporting a lot more than 19,000 money advisors, 800 establishment-centered financial investment plans and 450 unbiased RIA firms nationwide. We are steadfast in our motivation to the advisor-centered design and the belief that Us citizens are entitled to access to goal guidance from a money advisor. At LPL, independence indicates that advisors have the liberty they are entitled to to pick out the company design, solutions, and engineering sources that permit them to run their great follow. And they have the liberty to control their client interactions, because they know their clientele best. Simply set, we get treatment of our advisors, so they can get treatment of their clientele.
*The Forbes Up coming-Gen Wealth Advisors rankings, made by SHOOK Investigation, are centered on an algorithm of qualitative criterion, largely received through telephone and in-individual due diligence interviews, and quantitative details. People advisors that are regarded as have a bare minimum of four years’ encounter, and the algorithm weighs aspects like profits traits, assets less than management, compliance documents, field encounter and those that encompass the maximum benchmarks of best methods. Portfolio general performance is not a criterion due to varying client goals and deficiency of audited details. Neither Forbes nor SHOOK get a payment in exchange for rankings.
**Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Independent Broker-Vendor in the U.S (Primarily based on whole revenues, Monetary Planning magazine June 1996-2020) No. one supplier of third-get together brokerage solutions to financial institutions and credit score unions (2020-2021 Kehrer Bielan Investigation & Consulting Yearly TPM Report) Fortune 500 as of June 2021
Securities and advisory solutions offered through LPL Monetary LLC, an SEC- registered broker-supplier and financial investment advisor. Member FINRA/SIPC.
All through this interaction, the phrases “financial advisors” and “advisors” are utilized to refer to registered representatives and/or financial investment advisor representatives affiliated with LPL Monetary LLC. We routinely disclose details that may possibly be crucial to shareholders in the “Investor Relations” or “Press Releases” portion of our web site.
LPL Monetary, Forbes, SHOOK Investigation and the advisor firms stated are all separate entities.
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