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LPL-Affiliated Advisors Honored as 2021 ‘Top Wealth Advisor Moms’

LPL Financial Holdings Inc. (LPLA) 
Last lpl financial holdings inc. earnings: 4/30 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.lpl.com
Company Research Source: GlobeNewswire
CHARLOTTE, N.C., Oct. 13, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that seven of its affiliated financial advisors have been recognized as a Top Wealth Advisor Mom on a list recently published by Working Mother magazine and SHOOK Research. Advisors highlighted on this annual list are among 500 of the most successful mothers working in wealth management. They each take care of children 21 years or younger still living in their home, all the while helping families and businesses work toward their financial goals. The ranking assesses each advisor’s best practices and fundamental business components such as their service models, investing process, individual revenue stream, client retention rate and assets under management*. LPL advisors recognized on the 2021 list are: Julia Carlson, Financial Freedom Wealth Management Group, Newport, Ore.Sarah Carlson, Fulcrum Financial Group, Spokane, Wash.Sandra Cho, Pointwealth Capital Management, Encino, Calif.Laila Pence, Pe Show less Read more
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