LPL Financial Congratulates Honorees in Barron’s Top 100 Independent Financial Advisors for 2013

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The 2013 Top 100 Independent Advisors List Recognizes the Top Independent Advisors in the Nation

LPL Financial LLC, the nation's largest independent broker-dealer, a leading RIA custodian and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), today congratulated four of its affiliated financial advisors for their recognition in the Barron’s Top 100 Independent Advisors list for 2013.

Published by Barron’s, a leading financial publication, the 2013 Top 100 Independent Advisors list recognizes the top independent advisors in the nation, ranked in part according to assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

The advisors affiliated with LPL Financial who received this recognition and their rankings, are:

  •     # 7 – Ron Carson, of Carson Wealth Management Group in Omaha, Nebraska
  •     # 20 – Charles Zhang, of Zhang Financial in Portage, Michigan
  •     # 60 – Susan Kaplan, of Kaplan Financial Services in Newton, Massachusetts
  •     # 76 – Laila Pence, of Pence Wealth Management in Newport Beach, California

Robert J. Moore, LPL Financial President, Advisor and Institution Solutions, said, “We heartily congratulate the LPL Financial-affiliated independent advisors named to the list of Barron’s Top 100 Independent Advisors for 2013. This honor recognizes the very best and most successful advisors in our industry, and this year’s honorees are immensely deserving of this prestigious tribute. It reflects their dedication to their profession and above all their profound commitment to providing sound financial counsel and outstanding service to their clients. LPL Financial is privileged to work with these advisors and to provide them with the support and service that enables them, along with thousands of other advisors across the country, to pursue their paths as independent advisors, to grow their businesses, and above all to assist their clients in achieving their financial goals.”

The full Barron’s Top 100 Independent Advisors list can be found online at:

Barron’s Top 100 Independent Financial Advisors for 2013

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 1996-2013), 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 13,400 financial advisors and approximately 700 financial institutions. In addition, LPL Financial supports more than 4,600 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 3,000 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

*Cerulli Associates: RIA Service Agent Survey Q1 2013

Barron’s and LPL Financial are not affiliated entities.

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LPL Financial Media Contact
Tony Vignieri
(858) 909-6698
tony.vignieri(at)lpl(dot)com

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LPL Financial
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