Longtime LPL Financial Advisor Susan Kaplan Recognized by Barron’s as a Top Advisor in Nation
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: GlobeNewswire
CHARLOTTE, N.C., April 23, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, is proud to recognize that affiliated advisor Susan Kaplan has been named one of the Top 100 Financial Advisors in the U.S., according to Barron’s. The Barron’s ranking, now in its 17th year, spotlights 100 leading financial advisors from across the nation, both men and women. The list is not inclusive to independent financial advisors, ranking successful independent advisors alongside some of the largest practices from big brokerage firms. Kaplan, president of Kaplan Financial Services in Newton, Mass., ranked No. 66 on the 2020 national list, up from No. 73 last year. With more than 30 years of experience as a financial advisor, Kaplan has consistently been ranked among Barron’s Top Advisors lists, appearing in Barron’s Top Women Advisors, Top Advisors ranked state by state, and Top Independent Advisors rankings published within the last
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LPLA
Earnings
- 10/30/25 - Beat
LPLA
Sec Filings
- 12/5/25 - Form 144
- 12/5/25 - Form 144
- 12/3/25 - Form 4
- LPLA's page on the SEC website