LPL-affiliated advisors rewarded as “Best Moms Wealth Management Advisors” in 2021
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CHARLOTTE, North Carolina, October 13, 2021 (GLOBE NEWSWIRE) – LPL Financial LLC today announced that seven of its Affiliate Financial Advisors have been recognized as Top Wealth Advisor Mom on a list recently released by Working mother magazine and SHOOK Research.
The advisors featured on this annual list are among the top 500 most successful moms working in the wealth management industry. They each care for children 21 and under still living in their home, while helping families and businesses achieve their financial goals. The ranking assesses each advisor’s best practices and fundamental business components such as their service models, investment process, individual income stream, client retention rate and assets under management *.
The LPL advisers recognized on the 2021 list are:
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Julia Carlson, Financial Freedom Wealth Management Group, Newport, Oregon.
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Sarah Carlson, Fulcrum Financial Group, Spokane, Washington.
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Sandra Cho, Pointwealth Capital Management, Encino, California.
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Laila Pence, Pence Wealth Management, Newport Beach, California
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Winnie Sun, Sun Group Wealth Partners, Irvine, California.
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Anh Tran, SageMint Wealth, Orange, California.
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Joan Valenti, Valenti Wealth Management, Farmington, Connecticut.
“On behalf of the LPL family, I extend our warmest congratulations and our greatest admiration to these hard-working mothers, whose passion to serve their customers continues to have a positive impact on our company,†said Angela. Xavier, executive vice president of LPL Financial, Independent. Consulting services. “These women, with their forward-thinking mindset and strong entrepreneurial spirit, are all essential to the success of their practices. It is an honor for us to provide them with the support and independence necessary to manage successful practices and strengthen their client base, while maintaining a healthy work-life balance. We are proud to call them our partners and look forward to their continued success. “
Check out the full list of Top Wealth Advisor 2021 Moms.
About LPL Financière
LPL Financial (Nasdaq: LPLA) was founded on the premise that the business should work for the adviser, not the other way around. Today, LPL is a leader ** in the markets we serve, supporting more than 19,000 financial advisors, 800 institutional investment programs and 450 independent RIA companies across the country. We are unwavering in our commitment to the advisor-centric model and our belief that Americans deserve access to objective advice from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services and technological resources that allow them to perfectly manage their practice. And they have the freedom to manage their customer relationships because they know their customers better. Simply put, we take care of our advisors so that they can take care of their clients.
*The SHOOK research examined counselors with a child aged 21 or younger still living at home. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investment process, customer retention, industry experience, review of compliance records, company appointments , etc. ; and quantitative criteria, such as assets under management and income generated for their businesses. Investment performance is not a yardstick because client goals and risk tolerances vary, and advisors rarely have audited performance reports. Neither SHOOK nor Working Mother Media receive compensation from advisors or their firms in exchange for placement in a ranking. Rankings are based on the opinions of SHOOK Research LLC and are not indicative of future performance or representative of a customer’s experience; company research and rankings provide opinions on how to choose the right financial advisor. Past performance is no guarantee of future results.
** Top RIA custodian (Cerulli Associates, 2019 US RIA Marketplace report); 1st independent broker in the United States (based on total revenues, Financial Planning magazine 1996-2021); 1st provider of brokerage services on behalf of third parties to banks and credit unions (TPM Annual Report 2020-2021 Kehrer Bielan Research & Consulting); Fortune 500 in June 2021
Securities and advisory services offered by LPL Financial LLC, an SEC registered brokerage and investment advisor. FINRA / SIPC member.
Throughout this communication, the terms “financial advisers†and “advisers†are used to refer to the registered representatives and / or representatives of the investment advisers affiliated with LPL Financial LLC. We regularly disclose information that may be important to shareholders in the “Investor Relations†or “Press Releases†section of our website.
LPL Financial, Working mother, SHOOK Research and the listed consulting firms are all separate entities.
LPL media contact:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]
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