CHARLOTTE, N.C., Oct. 06, 2021 (World NEWSWIRE) — LPL Economic LLC (Nasdaq:LPLA) declared these days that Lindsey D. Rhea CFP® of Alia Wealth Partners has joined LPL Financial’s broker-dealer, company registered investment decision advisor (RIA) and custodial platforms, affiliating with LPL’s Strategic Prosperity Services (SWS) model. She reported acquiring served about $260 million in advisory, brokerage and retirement approach belongings*. She joins LPL from Wells Fargo Advisors Economical Network.
Centered in Germantown, Tenn., Rhea, 36, is an recognized, subsequent-era advisor who released her personal exercise in 2018. As Owner and Wealth Strategist of Alia Wealth Partners, Rhea performs closely with her shoppers to formulate investment decision tactics and alternatives built to match each individual’s unique targets and goals. Her good results has led to a lot of market awards, together with 2020 and 2021 Forbes Leading Girls Wealth Advisor, 2019-2021 Forbes Ideal-In-Point out Prosperity Advisor and 2019 Forbes Subsequent-Gen Most effective-In-Point out Prosperity Advisor. She is joined at Alia by Director of Client Companies, Leslie M. Parker and Director of Initial Impressions, Jennifer K. Locke.
On the lookout to elevate her clients’ ordeals and options for future development, Rhea chose to companion with LPL’s Strategic Prosperity Services presenting. “We went through an intensive owing diligence approach and LPL definitely stood out for the depth of sources offered,” Rhea explained. “LPL is a effectively-oiled machine and checked the boxes for all the alternatives I was looking for. My leading precedence was the potential to enhance the consumer encounter by offering them with impressive new resources they can use to easily obtain their account information.”
With the further layer of help from SWS, Rhea believes she and her group will also have increased encounters. All SWS advisors have obtain to LPL’s built-in prosperity management system and modern sources made to assist them prosper. In addition, they obtain ongoing, personalised assist for day-to-day functions and prolonged-phrase organization administration, including a committed enterprise strategist, CFO, and promoting, provider and administrative assist. “LPL’s SWS staff is an extended section of my follow so that we don’t have to do all the things on our individual,” Rhea said. “It is refreshing to have committed help from SWS group associates with various skillsets, who are experts in their area, taking some of the matters off my plate so I can target on my clients.”
Rhea manufactured the go to LPL with designs for long-phrase advancement in purchase to aid purchasers for generations to arrive. She said, “What we’re doing below is placing the phase for the foreseeable future of this company. I want to grow our office, and this transition is a way for me to step back again, make certain I’m partnered with the appropriate affiliate, meet new advisors and genuinely build out the Alia brand name.”
Outdoors of function, Rhea is deeply associated in her community. She is board chairman for Memphis Oral Faculty for the Deaf, as well as an energetic member of the Leadership Germantown Board, the Memphis Chapter of National Association of Females Small business Proprietors, and the Germantown Region Chamber of Commerce, amongst others. She also volunteers on the Advisory Board for the University of Memphis Sigma Kappa Sorority Chapter.
Scott Posner, LPL executive vice president, Enterprise Progress, mentioned, “We warmly welcome Lindsey and her workforce to the LPL group, and are honored they turned to us as they thoughtfully get ready for the upcoming chapter in their enterprise. We are fully commited to supplying advisors with best versatility and individualized modern remedies as they make their excellent follow. For our SWS advisors, we have taken abilities across a number of complicated parts to provide them with a devoted assist team to help them elevate the customer knowledge, differentiate their organization and accelerate the accomplishment of their exercise. We appear forward to a lengthy-long lasting, successful and enjoyable partnership with Alia Prosperity Companions.”
Study more about Alia Wealth Partners.
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About LPL Economic
LPL Monetary (Nasdaq: LPLA) was established on the basic principle that the organization should really get the job done for the advisor, and not the other way close to. Currently, LPL is a chief** in the markets we provide, supporting additional than 19,000 monetary advisors, 800 institution-based expenditure systems and 450 unbiased RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans should have obtain to objective advice from a monetary advisor. At LPL, independence implies that advisors have the independence they should have to choose the organization product, providers, and technologies methods that allow for them to run their best observe. And they have the flexibility to take care of their consumer associations, simply because they know their shoppers finest. Merely place, we consider treatment of our advisors, so they can just take treatment of their shoppers.
** Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Vendor in the U.S (Centered on overall revenues, Money Scheduling magazine 1996-2021) No. 1 company of third-bash brokerage expert services to banks and credit rating unions (2020-2021 Kehrer Bielan Investigation & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021
*Dependent on prior business enterprise and signifies property that would have been custodied at LPL Money, rather than third-social gathering custodians. Documented belongings and consumer numbers have not been independently and absolutely verified by LPL Economic.
Securities and advisory companies made available by way of LPL Monetary LLC, an SEC- registered broker-supplier and financial commitment advisor. Member FINRA/ SIPC
Throughout this interaction, the terms “financial advisors” and “advisors” are applied to refer to registered associates and/or financial commitment advisor representatives affiliated with LPL Economic LLC. We routinely disclose data that may possibly be crucial to shareholders in the “Investor Relations” or “Press Releases” part of our web page.
Alia Prosperity Associates and LPL Money are independent entities.
The Forbes rating of America’s Top rated Ladies Wealth Advisors, made by SHOOK Research, is primarily based on an algorithm of qualitative and quantitative information, ranking countless numbers of prosperity advisors with a bare minimum of 7 a long time of encounter and weighing variables like revenue tendencies, assets below management, compliance data, market experience and very best tactics discovered by means of telephone and in-individual interviews.
The Forbes rating of Major Following-Technology Prosperity Advisors, formulated by SHOOK Investigate, is based mostly on an algorithm of qualitative and quantitative knowledge, score thousands of wealth advisors born in or following 1980. Advisors are interviewed by telephone and in particular person to evaluate services versions, investing method, experience levels and integrity. Supplemental variables viewed as contain compliance record, client retention, revenues produced for their firms and belongings managed.
The Forbes Very best-In-State Prosperity Advisor position, developed by SHOOK Exploration, is based on in-human being and phone due diligence conferences and a ranking algorithm that involves: shopper retention, industry knowledge, critique of compliance data, firm nominations and quantitative conditions, like: belongings underneath adm
inistration and revenue generated for their companies.
In all three rankings, portfolio general performance is not a criterion owing to various consumer targets and absence of audited info. Neither Forbes nor SHOOK Analysis receives a cost in exchange for rankings.
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