The 2014 Top 100 Independent Advisors List Recognizes the Top Independent Advisors in the Nation
San Diego, CA - August 25, 2014 - LPL Financial LLC, the nation's largest independent broker/dealer,* an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), today congratulated five of its affiliated financial advisors for their recognition in the Barron's Top 100 Independent Advisors list for 2014.
Published by Barron's, a leading financial publication, the 2014 Top 100 Independent Advisors list recognizes the top independent advisors in the nation, ranked in part according to assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
The advisors affiliated with LPL Financial who received this recognition include:
Ron Carson of Carson Wealth Management Group in Omaha, Nebraska
Robert Fragasso of Fragasso Financial Advisors in Pittsburgh, Pennsylvania
Susan Kaplan of Kaplan Financial Services in Newton, Massachusetts
Laila Pence of Pence Wealth Management in Newport Beach, California
Charles Zhang of Zhang Financial in Portage, Michigan
"We wholeheartedly congratulate the LPL-affiliated advisors named to the Barron's Top 100 Independent Advisors list for 2014," said Robert J. Moore, president of LPL Financial. "Recognition on this list places these advisors amongst the very best and most successful in our industry and this year's honorees are fully deserving of this prestigious tribute. It is a privilege for LPL to provide them, along with the thousands of other advisors across the country, the support and service that enables independent advisors to grow their businesses, and above all, to help their clients achieve their aspirations in life through objective financial guidance."
*Based on total revenues, Financial Planning magazine, June 1996-2014
About LPL Financial LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq:LPLA), is a leader in the financial advice market and serves $465 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,800 independent financial advisors and over 700 banks and credit unions. LPL Financial is the nation's largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996-2014), is one of the fastest growing RIA custodians with $78 billion in retail assets served, and acts as an independent consultant to over 40,000 retirement plans with approximately $110 billion in retirement plan assets served. In addition, LPL Financial supports approximately 4,400 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have 3,374 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.