LPL Financial Office Sign

Ten LPL Financial Advisors Ranked Among Forbes' Top Wealth Advisors List

August 04, 2016

LPL Financial

Leading retail investment advisory firm and independent broker/dealer LPL Financial today announced that 10 LPL independent advisors were named to the 2016 ranking of America’s Top Wealth Advisors published by Forbes, a leading business magazine.

CHARLOTTE, N.C. – Aug. 4, 2016 – Leading retail investment advisory firm and independent broker/dealer LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), today announced that 10 LPL independent advisors were named to the 2016 ranking of America’s Top Wealth Advisors published by Forbes, a leading business magazine.

Advisors are selected for the Top Wealth Advisors list based on insights from SHOOK Research™, which compiles quantitative and qualitative data to rank the list of nominees. Advisors are evaluated among a variety of criteria, including their industry experience, their assets under management and revenue generated.

LPL advisors named among America’s Top Wealth Advisors include:

  • #13 – Ron Carson, Carson Wealth Management, Omaha, Neb.
  • #16 – Charles Zhang, Zhang Financial, Portage, Mich.
  • #41 – Susan Kaplan, Kaplan Financial Services, Newton, Mass.
  • #52 – Laila Pence, Pence Wealth Management, Newport Beach, Calif.
  • #104 – Mark Cortazzo, MACRO Consulting Group, Parsippany, N.J.
  • #111 – Kerrick Bubb, KWB Wealth Managers, Redlands, Calif.
  • #132 – Mark Brown, Brown & Tedstrom, Inc., Denver
  • #144 – Pamela Corrigan, GAAM Wealth Advisors, Kingsport, Tenn.
  • #177 – Mark Winthrop, Winthrop Wealth Management, Westborough, Mass.
  • #198 – Deborah Danielson, Danielson Financial Group, Las Vegas

“We congratulate these 10 LPL advisors on being included among this industry ranking," said Andy Kalbaugh, LPL managing director and divisional president, Relationship Management and Business Consulting. “They each have done an exceptional job of building relationships with their clients to be able to deliver independent financial advice that addresses their clients’ unique needs. We are proud to be able to support these advisors with the platform, tools and resources that enable them to build successful businesses, and we wish them continued success.”

The full America’s Top Wealth Advisors list can be found at www.forbes.com/top-wealth-advisors/

About LPL Financial

LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served $488 billion in advisory and brokerage assets as of June 30, 2016. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also serviced an estimated 45,000 retirement plans with an estimated $124 billion in retirement plan assets, as of June 30, 2016. LPL also supports approximately 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,200 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.

Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC.

LPL Financial, Forbes, Winthrop Wealth Management, Danielson Financial Group, KWB Wealth Managers, Brown & Tedstrom, Inc., GAAM Wealth Advisors, Zhang Financial, Kaplan Financial Services, Carson Wealth Management, Pence Wealth Management and MACRO Consulting Group are all separate entities.

# # #

 

Media Contact:

Lauren Hoyt-Williams

980-321-1232

Lauren.Hoyt-Williams@lpl.com