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Twenty-Two LPL Financial Affiliated Advisors Named to Registered Rep's "Top 50 Independent Broker/Dealer Women Advisors" Ranking


News provided by

LPL Financial

Feb 13, 2012, 08:30 ET

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BOSTON, Feb. 13, 2012 /PRNewswire/ -- LPL Financial LLC, the nation's largest independent broker-dealer* and a wholly owned subsidiary of LPL Investment Holdings Inc. (NASDAQ: LPLA), today congratulated 22 of its affiliated advisors for their recent recognition in a ranking of the "Top 50 Independent Broker/Dealer Women Advisors in 2011" by Registered Rep, a leading publication for the financial advisor industry.

According to Registered Rep, the full list ranked female, Independent Broker/Dealer-affiliated advisors by assets under management as of November 1, 2011, and included only those advisors for whom a majority of assets correspond to retail clients.  Ranking details of the 22 advisors affiliated with LPL Financial were as follows:

#1: Susan Kaplan of Newton, Mass.

#2: Laila Marshall-Pence of Newport Beach, Calif.

#3: Kay Shirley of Atlanta, Ga.

#5: Kathleen Kelly of Greensboro, N.C.

#6: Pamela Benzer of Kingsport, Tenn.

#7: Deborah Danielson of Las Vegas, Nev.

#9: Claudia Jacques-Soto of Bloomfield, Conn.

#11: Debra Hilton of The Woodlands, Tex.

#13: Denise Izatt of Oak Brook, Ill.

#15: Carole Ford of Fresno, Calif.

#17: Margaret Webb of Burnsville, M.N.

#19: Barbara Geltmaker of New Albany, Ind.

#24: Carol Rogers of St.Louis, Mo.

#25: Janice Hobbs of Orange, Calif.

#26: Yvonne Redmond of Los Angeles, Calif.

#27: Lynn Ballou of Layfayette, Calif.

#29: Camilla Neri of San Jose, Calif.

#30: Kathy Kueider of Greensboro, N.C.

#38: Joan Valenti of Farmington, Conn.

#41: Jacquelin Moody of Livonia, Mich.

#49: Susan Moore of Alexander City, Ala.

#50: Bonita Graff of Oshkosh, Wis.

"All of us at LPL Financial offer our sincere congratulations to the nearly two dozen members of our advisor family who have received this important recognition for being among the 'Top 50' women advisors in our industry," said Bill Dwyer, president, National Sales and Marketing for LPL Financial.  "This list speaks not only to our firm's commitment to the female advisors in our own ranks, but also to the continued success of female advisors in our industry."   

Mr. Dwyer continued: "The success of these exceptional women advisors is, first and foremost, a clear indication of the level of commitment they demonstrate to meeting the needs and goals of their clients every day.  We at LPL Financial are, in turn, deeply committed to our own role in supporting independent advisors – women and men alike – as an enabling partner dedicated to the objective and conflict-free advice that is in increasing demand from their clients."

About LPL Financial

LPL Financial, a wholly owned subsidiary of LPL Investment Holdings Inc. (NASDAQ: LPLA), is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2011), 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 approximately 12,800 financial advisors and approximately 730 financial institutions nationwide. In addition, LPL Financial supports over 4,000 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have approximately 2,700 employees with headquarters in Boston, Charlotte, and San Diego. For more information, visit www.lpl.com.

Securities offered through LPL Financial. Member FINRA/SIPC

*Based on total revenues, Financial Planning magazine, June 1996-2011

LPLA-C

LPL Financial Media Contact
Michael Herley
Kekst and Company
(212) 521-4897                                  
[email protected]

SOURCE LPL Financial

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