Skip to main content

LPL Financial Congratulates Next-Gen Advisors Recognized in Forbes

Written by Customer Service on . Posted in Public Companies.

CHARLOTTE, N.C., July 24, 2020 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA), a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that several LPL-affiliated financial advisors are included in the list of 2020 Next-Gen Advisors published by Forbes. Featured advisors are all under 40 and, according to Forbes, represent the future of the wealth management industry.
LPL advisors recognized on the list include, in alphabetical order:Justin Gibson, Silverleaf Wealth Management, Omaha, Neb.Craig Macomber, Stratos Wealth Partners, Irvine, Calif.Jason Priebe, LPL Financial, Maple Grove, Minn.Matthew Riesenweber, Cornerstone Wealth Strategies, Kennewick, Wash.Marc Specht, PM Wealth Management, New York, NYAnh Tran, JanHobbs Financial Group, Orange, Calif.“On behalf of LPL, I congratulate this group of advisors and thank them for the contributions they are making to clients and to the advice industry,” said Andy Kalbaugh, LPL Financial managing director and divisional president, National Sales and Consulting. “The demand for advice continues to rise, with investors increasingly seeking objective advice from an independent financial advisor. These advisors demonstrate the important role advisors play in support of today’s investor as well as the opportunity the independent model presents to build a business with lasting value. We are proud to be their partner and wish them continued success.”According to Forbes, advisors were selected based on insights from SHOOK Research™, which compiles quantitative and qualitative data. Advisors must have been born after 1981 to qualify for the award*, and were evaluated using a variety of criteria, such as service model, experience, client retention and amount of assets they serve in support of their clients.See the complete list of Forbes 2020 Top Next-Gen Wealth Advisors.About LPL Financial
LPL Financial (https://www.lpl.com) is a leader in the retail financial advice market and the nation’s largest independent broker-dealer**. We serve independent financial advisors, professionals, and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC.
**Based on total revenues, Financial Planning magazine June 1996-2020
Throughout this communication, the terms “financial advisors” and “advisors” include registered representatives and/or investment adviser representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment adviser.
LPL Financial, SHOOK Research, Forbes and the advisor firms listed are separate entities.
*The Forbes ranking of Top-Next Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1981 who also have a minimum of four years as an advisor. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for ratings.Connect with Us!https://twitter.com/lplhttps://www.linkedin.com/company/lpl-financialhttps://www.facebook.com/LPLFinancialLLChttps://www.youtube.com/user/lplfinancialllcMedia Contact:
Lauren Hoyt-Williams
(980) 321-1232
Lauren.Hoyt-Williams@lpl.com

Disclaimer & Cookie Notice

Welcome to GOLDEA services for Professionals

Before you continue, please confirm the following:

Professional advisers only

I am a professional adviser and would like to visit the GOLDEA CAPITAL for Professionals website.

Important Notice for Investors:

The services and products offered by Goldalea Capital Ltd. are intended exclusively for professional market participants as defined by applicable laws and regulations. This typically includes institutional investors, qualified investors, and high-net-worth individuals who have sufficient knowledge, experience, resources, and independence to assess the risks of trading on their own.

No Investment Advice:

The information, analyses, and market data provided are for general information purposes only and do not constitute individual investment advice. They should not be construed as a basis for investment decisions and do not take into account the specific investment objectives, financial situation, or individual needs of any recipient.

High Risks:

Trading in financial instruments is associated with significant risks and may result in the complete loss of the invested capital. Goldalea Capital Ltd. accepts no liability for losses incurred as a result of the use of the information provided or the execution of transactions.

Sole Responsibility:

The decision to invest or not to invest is solely the responsibility of the investor. Investors should obtain comprehensive information about the risks involved before making any investment decision and, if necessary, seek independent advice.

No Guarantees:

Goldalea Capital Ltd. makes no warranties or representations as to the accuracy, completeness, or timeliness of the information provided. Markets are subject to constant change, and past performance is not a reliable indicator of future results.

Regional Restrictions:

The services offered by Goldalea Capital Ltd. may not be available to all persons or in all countries. It is the responsibility of the investor to ensure that they are authorized to use the services offered.

Please note: This disclaimer is for general information purposes only and does not replace individual legal or tax advice.