92 LPL Financial Advisors Called Forbes Best-In-State
CHARLOTTE, N.C., Feb. 23, 2021 (WORLD NEWSWIRE)– LPL Financial LLC (Nasdaq: LPLA), a leading retail financial investment advisory firm, registered investment consultant (RIA) custodian and independent broker-dealer, today revealed that 92 LPL-affiliated advisors are ranked among the top advisors in their respective states in the 2021 Best-in-State Wealth Advisors report published by Forbes, up from 68 a year earlier.
” On behalf of LPL, I congratulate the LPL advisors acknowledged on the esteemed Forbes list,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “The past year has revealed us that strong monetary guidance can not be underestimated. We acknowledge each of these esteemed advisors for exceeding and beyond in providing customized financial advice and helping clients pursue their long-term wealth management objectives.”
See all of the LPL consultants ranked on this year’s list.
” During these uncertain times, our industry has actually seen an uptick in demand for guidance, making it more vital than ever to make sure customers feel supported throughout their whole monetary preparation journey,” Xavier continued. “We applaud the dedication each of these advisors continue to reveal to their clients. By leaning into emerging innovations and harnessing the worth of the independent model, they are enhancing the advisor-client relationship and paving the way to the future of guidance.”
According to Forbes, the yearly list highlights the country’s top-performing advisors, examined based upon a method developed by SHOOK Research. Advisors are also assessed based on personal interviews, industry experience and income trends, to name a few criteria.
LPL Financial (https://www.lpl.com) is a leader in the retail monetary suggestions market, the country’s largest independent broker-dealer ** and a leading custodian (or service provider of custodial services) to RIAs. We serve independent financial advisors, experts and financial organizations, offering them with the technology, research, cleaning and compliance services, and practice management programs they need to create and grow successful practices. LPL enables them to provide objective guidance to countless American households seeking wealth management, retirement preparation, monetary planning and asset management options.
** Based on total incomes, Financial Planning publication June 1996-2020.
Securities and advisory services offered through LPL Financial LLC, an SEC- registered broker-dealer and financial investment advisor. Member FINRA/SIPC.
Throughout this communication, the terms “financial consultants” and “consultants” are used to describe authorized representatives and/or financial investment advisor representatives connected with LPL Financial LLC. We regularly divulge info that might be important to investors in the “Financier Relations” or “Press Releases” section of our website.
The Forbes Best-In-State Wealth Consultant ranking, established by SHOOK Research, is based upon in-person and telephone due diligence conferences and a ranking algorithm that includes: customer retention, industry experience, evaluation of compliance records, company nominations; and quantitative requirements, consisting of: properties under management and earnings generated for their companies. Portfolio efficiency is not a criterion due to varying customer goals and lack of audited data. Neither Forbes nor SHOOK Research study receives a fee in exchange for rankings.