CHARLOTTE, N.C., Oct. 04, 2021 (World NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA) today declared that money advisor Sean Khaligh CFP® has joined LPL Financial’s broker-supplier, hybrid registered expenditure advisor (RIA) and custodial platforms. He is aligned with The Financial Services Network, an current LPL significant enterprise. Khaligh described acquiring served close to $a hundred and seventy million in advisory and brokerage assets*. He joins from Wells Fargo Advisors.
Khaligh, a Dreamer who was born in Iran and immigrated to The us at age 12—not equipped to converse a term of English at the time,—said the the latest global pandemic opened his eyes and established the eyesight for the future of his organization. “I went from working at a lender department to abruptly working from household. I was in a condition of shock, but it also gave me the option to imagine extended and tricky. I understood our time on earth is limited and we will need to be equipped to do the points we want to in our life,” Khaligh reported.
For Khaligh, that meant turning his desire of constructing a business and possessing his own organization into a reality. Which is a little something that he when was explained to would under no circumstances come about.
As a teen, Khaligh was forced to mature up immediately to aid his moms and dads soon after the family dropped significantly of their income throughout the immigration procedure. He acquired his 1st occupation in the money companies sector though nonetheless in school, also working component time as a lifeguard to aid pay the expenditures. But one particular working day, early in his vocation, a colleague reported a little something that he will under no circumstances ignore. “He reported I would under no circumstances be prosperous as a money advisor just due to the fact of my very last title and the stigma associated with Iran,” Khaligh reported. “But I realized I could be a great advisor and do great points for my customers. I was extra identified than ever to make a little something of myself.”
He went on to create a consumer-centric observe concentrated on serving to men and women, people and organization homeowners mature, control and changeover wealth. With the shift to LPL and The Network, Khaligh has released EQ Non-public Wealth Advisors in Palos Verdes, Calif. “I wished to create a business primarily based on tendencies likely on in the state and sector. With LPL’s impressive engineering and extensive resources, I believe that I’ll be equipped to do greatly enhance my services and choices for my customers. I can manufacturer my own organization and mature immediately, ideally by acquisitions and using around for retiring advisors,” Khaligh reported. “I’ll also have the nearby help and expertise from the workforce at The Network. I am blessed to have started off the organization so youthful. I’m just 37 and nonetheless have at the very least yet another thirty a long time remaining in my vocation. I can’t hold out to see what the future retains.”
Scott Posner, LPL executive vice president, Company Enhancement, stated, “We are influenced by Sean’s story and journey to independence. He has developed a really prosperous organization serving his customers, and we are honored Sean turned to LPL and The Network as he seeks new methods to elevate his observe on his own phrases. The impartial organization model presents advisors the liberty and overall flexibility to supply goal money direction to their customers. We will go on to leverage our scale to supply impressive engineering, differentiated services activities and other wealth management resources that deliver price and aid LPL advisors deal with the evolving desires of their customers. We welcome Sean to the LPL neighborhood and look ahead to a extended-lasting partnership with EQ Non-public Wealth Advisors.”
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About LPL Financial
LPL Financial (Nasdaq: LPLA) was established on the theory that the business really should do the job for the advisor, and not the other way all around. These days, LPL is a chief** in the markets we provide, supporting extra than 19,000 money advisors, 800 institution-primarily based expenditure programs and 450 impartial RIA corporations nationwide. We are steadfast in our dedication to the advisor-centered model and the perception that Individuals are entitled to entry to goal direction from a money advisor. At LPL, independence implies that advisors have the liberty they are entitled to to decide on the organization model, companies, and engineering resources that permit them to operate their great observe. And they have the liberty to control their consumer relationships, due to the fact they know their customers most effective. Basically put, we consider treatment of our advisors, so they can consider treatment of their customers.
** Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Independent Broker-Dealer in the U.S (Based on full revenues, Financial Scheduling journal 1996-2021) No. 1 company of 3rd-party brokerage companies to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Yearly TPM Report) Fortune 500 Corporation as of June 2021
*Based on prior organization and represents assets that would have been custodied at LPL Financial, instead than 3rd-party custodians. Documented assets and consumer figures have not been independently and entirely confirmed by LPL Financial.
Securities and advisory companies provided by LPL Financial LLC, an SEC- registered broker-supplier and expenditure advisor. Member FINRA/SIPC
All over this conversation, the phrases “financial advisors” and “advisors” are used to refer to registered representatives and/or expenditure advisor representatives affiliated with LPL Financial LLC. We routinely disclose information and facts that could be vital to shareholders in the “Investor Relations” or “Press Releases” segment of our internet site.
EQ Non-public Wealth Advisors, The Financial Services Network and LPL Financial are independent entities.
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