LPL Financial Congratulates Honorees For Recognition In Barron’s Top 100 Women Financial Advisors List For 2013
LPL Financial LLC, the nation’s largest independent broker-dealer,* a leading RIA custodian and a wholly owned subsidiary of LPL Financial Holdings Inc. (LPLA), today congratulated six LPL Financial affiliated financial advisors for their recognition in the 2013 “Top 100 Women Advisors” ranking by Barron’s, a leading financial industry magazine. LPL associated advisor Susan Kaplan of Kaplan Financial Services in Newton, MA topped the national list, coming in at number one, jumping up from a ranking of number six in 2012. Laila Pence of Pence Wealth Management ranked number ten, moving up from number 13 in 2012.
According to Barron’s, the latest “Top 100 Women Financial Advisors” list recognizes the most successful women financial advisors in the United States on the basis of assets under management, revenues generated for an advisor’s firm and the quality of the advisor’s overall practice.
LPL Financial-affiliated advisors recognized on this list include:
#1 – Susan Kaplan of Kaplan Financial Services, Newton, MA
#10 – Laila Pence of Pence Wealth Management, Newport Beach, CA
#56 – Carol L. Rogers of Rogers & Company Wealth Management, St. Louis, MO
#74 – Carole Ford of Ford Financial Group, Fresno, CA
#86 – Deborah Danielson of Danielson Financial Group, Las Vegas, NV
#96 – Janice Hobbs of Jan Hobbs Financial Group, Orange, CA
Robert Moore, LPL Financial President of Advisor and Institution Solutions, said, “We congratulate these advisors for their recognition in the Barron’s Top 100 Women Financial Advisors list for 2013. This prestigious award identifies financial advisors of the highest caliber and reflects their diligence, high level of service, and deep commitment to meeting their clients’ financial goals. LPL Financial is proud to be an empowering partner to these outstanding women advisors, and to thousands of other trusted independent financial advisors who provide objective financial advice to retail investors.”
The full Barron’s Top 100 Women Financial Advisors for 2013 list can be found online at:
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (LPLA), is the nation’s largest independent broker-dealer,* a top RIA custodian, and a leading independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,300 financial advisors and approximately 700 financial institutions. In addition, LPL Financial supports more than 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 2,900 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit http://www.lpl.com.
Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC
*Based on total revenues, Financial Planning magazine, June 1996-2013
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