LPL Financial Congratulates Honorees in Financial Times' Top 400 Financial Advisors List for 2013
San Diego, CA - April 11, 2013 - LPL Financial LLC, the nation's largest independent broker-dealer* and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), congratulated sixteen of its affiliated financial advisors today for their recognition in the Financial Times' Top 400 Financial Advisors list for 2013.
Published by the Financial Times, a leading global business publication, the 2013 Top 400 Financial Advisors list is based in large part on data gathered from and verified by broker-dealer home offices, and, as identified by the Financial Times, reflects each advisor's performance in six primary areas including assets under management, asset growth, compliance record, experience, credentials and accessibility.
The LPL Financial advisors selected are as follows:
- Andrew Ahrens, Founder and CEO of Ahrens Investment Partners in Lafayette, Louisiana
- Michael Allard, Founder and Principal of CalBay Investments, Inc. in Danville, California
- Mark Brown, Managing Partner of Brown & Tedstrom, Inc. in Denver, Colorado
- Kerry Bubb, Founder and President of KWB Wealth Managers Group in Redlands, California
- Jeff Carbone, Senior Partner of Cornerstone Financial Partners, Inc. in Cornelius, North Carolina
- Robert Fragasso, Chairman and Chief Executive Officer of Fragasso Financial Advisors in Pittsburgh, Pennsylvania
- Barbara Geltmaker, President of Horizon Wealth Management in New Albany, Indiana
- Debra Hilton, Executive Vice President, Retention and Retirement of D. Hilton Associates, Inc. in The Woodlands, Texas
- Robert Kantor, Managing Partner of XML Financial Group in Rockville, Maryland
- Susan Kaplan, President of Kaplan Financial Services in Newton, Massachusetts
- Ben Marks, President and Chief Investment Officer of Marks Group Wealth Management in Minnetonka, Minnesota
- Laila Pence, President of Pence Wealth Management in Newport Beach, California
- Bill Stevens, Founder and Chief Executive Officer of Stevens Foster Financial Advisors in Bloomington, Minnesota
- Andrew Sullivan, Managing Partner and Senior Wealth Advisor of Sullivan and Schlieman Wealth Management, LLC, in Alpharetta, Georgia
- Mark Winthrop, Branch Manager of Winthrop Wealth Management in Boston, Massachusetts
- Charles Zhang, Managing Partner of Zhang Financial in Portage, Michigan
Mark Casady, chairman and Chief Executive Officer of LPL Financial, said, "LPL Financial is pleased to congratulate all of our affiliated advisors who were named to the Financial Times' Top 400 Financial Advisors list for 2013. This prestigious honor recognizes the years of commitment each of these advisors have dedicated to serving their clients and helping them progress toward their financial goals. As an empowering partner to thousands of independent advisors across the country, LPL Financial takes great pride in the continued growth and success of our advisors' businesses, and in the service they provide to investors throughout the U.S."
The full Financial Times Top 400 Financial Advisors list for 2013 can be found online at FT.com.
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 integrated 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 headquarters in Boston, Charlotte, and San Diego. For more information, please visit 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 1996-2012
*Financial Times is not affiliated with LPL Financial
LPL Financial and all Advisor firms mentioned are separate entities
LPLA-A
https://twitter.com/lplfinancial
https://www.facebook.com/LPLFinancialLLC
http://www.linkedin.com/company/5294?trk=tyah
LPL Financial Media Contacts
Joseph Kuo / Chris Clemens
Haven Tower Group LLC
(206) 420 3851 or (206) 420 1525
jkuo@haventower.com or cclemens@haventower.com