September 24, 2023

Pegasus Voyage

Study the Competition

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

CHARLOTTE, N.C., Sept. 23, 2021 (World NEWSWIRE) — LPL Economic LLC (Nasdaq: LPLA) nowadays announced the inclusion of 4 LPL-affiliated advisors on Barron’s yearly listing of Top a hundred Unbiased Economic Advisors, including Charles Zhang*, rose from second placement previous yr to the declare the major location on the 2021 listing.

LPL advisors honored consist of:

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

“We are delighted to see the hard perform and motivation of these advisors’ regarded yr after yr,” mentioned Angela Xavier, LPL government vice president, Unbiased Advisor Companies. “I want to congratulate Charles, Susan, Laila and Andy for their ongoing ability to display superb leadership, give compassionate tips and produce ongoing results for their clients. The independent design is starting to be more and more more eye-catching to financial advisors as it supplies selection, transparency and flexibility in how they run. We proudly assist our independent advisors and are dedicated to furnishing them with partnership by market-main abilities and strong small business means built to help them prosper.”

The Top a hundred listing steps candidates by belongings under administration, earnings created for the firm and the total top quality of the advisor’s exercise. In accordance to Barron’s, the target is to shine a spotlight on the nation’s very best financial advisors, with an eye towards boosting standards in the market.

About LPL Economic
LPL Economic (Nasdaq: LPLA) was established on the theory that the firm ought to perform for the advisor, and not the other way all-around. Today, LPL is a chief** in the markets we serve, supporting more than 19,000 financial advisors, 800 establishment-dependent investment decision systems and 450 independent RIA companies nationwide. We are steadfast in our motivation to the advisor-centered design and the perception that Americans are worthy of access to objective guidance from a financial advisor. At LPL, independence suggests that advisors have the flexibility they are worthy of to select the small business design, solutions, and know-how means that permit them to run their fantastic exercise. And they have the flexibility to regulate their client associations, for the reason that they know their clients very best. Only put, we choose care of our advisors, so they can choose care of their clients. 

** Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Unbiased Broker-Supplier in the U.S (Based mostly on overall revenues, Economic Organizing magazine June 1996-2020) No. 1 company of third-social gathering brokerage solutions to financial institutions and credit rating unions (2020-2021 Kehrer Bielan Study & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021

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

All through this conversation, the phrases “financial advisors” and “advisors” are made use of to refer to registered associates and/or investment decision advisor associates affiliated with LPL Economic LLC. We routinely disclose info that might be significant to shareholders in the “Investor Relations” or “Press Releases” section of our site.

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

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

A entire clarification of the methodologies for these awards can be found here.
The 2021 Barron’s Top a hundred Unbiased Advisors award also can take into consideration a large variety of qualitative things, including the advisors’ working experience, their superior degrees and market designations, the sizing, condition, and variety of their teams, their charitable and philanthropic perform and, of course, their compliance data.

Connect with Us!

Media Speak to:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]