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April 15, 2013

LPL Financial Congratulates Honorees in Barron's List of America's Top 100 Financial Advisors for 2013

SAN DIEGO, CA - April 15, 2013 - LPL Financial LLC - the nation's largest independent broker-dealer*, a leading RIA custodian, institutional service provider and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA) - today congratulated three of its affiliated financial advisors for their recognition in the Barron's list of America's Top 100 Financial Advisors for 2013.

Published by Barron's, a leading financial publication, the 2013 Top 100 Financial Advisors list recognizes the top wealth advisors in the nation, ranked in part according to assets under management, revenue generated for the advisor's firm and the overall quality of their practice.

Selected from financial advisors nominated from throughout the United States, the top advisors affiliated with LPL Financial were as follows:

  • Ron Carson, Founder and CEO of Carson Wealth Management Group in Omaha, Nebraska, was ranked 7th out of 100.

  • Charles Zhang, Managing Partner of Zhang Financial of Portage, Michigan, was ranked 24th out of 100.

  • Susan Kaplan, President of Kaplan Financial Services of Newton, Massachusetts, was ranked 86th out of 100.

Robert Moore, President of LPL Financial, said, "It is with enormous pleasure that we congratulate these outstanding LPL Financial-affiliated independent advisors, who have been recognized by Barron's to be among America's Top 100 Financial Advisors for 2013. We honor their hard work and unwavering commitment to their clients, and we are proud to support them and help them to strengthen their business. These advisors are leading examples of the thousands of financial advisors we serve, across the entire spectrum of independent financial advisors, who each day provide objective, conflict-free financial advice to their clients in order to enable their clients to pursue their financial goals."

The full Barron's Top 100 Financial Advisors for 2013 list can be found online at:

About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2012), 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 over 13,300 financial advisors and approximately 700 financial institutions. In addition, LPL Financial supports over 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

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

*Based on total revenues, Financial Planning magazine, June 1996-2012

LPL Financial, Carson Wealth Management Group, Zhang Financial, and Kaplan Financial Services are all separate entities.


LPL Financial Media Contacts
Chris Clemens / Matt Griffes
Haven Tower Group LLC
(206) 420 1525 or (206) 402 5853 or

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