Alia Wealth Partners Joins LPL Strategic Wealth Services
CHARLOTTE, N.C., Oct. 06, 2021 (Globe NEWSWIRE) — LPL Money LLC (Nasdaq:LPLA) announced today that Lindsey D. Rhea CFP® of Alia Wealth Companions has joined LPL Financial’s broker-vendor, corporate registered investment decision advisor (RIA) and custodial platforms, affiliating with LPL’s Strategic Wealth Products and services (SWS) product. She documented acquiring served around $260 million in advisory, brokerage and retirement plan belongings*. She joins LPL from Wells Fargo Advisors Money Network.
Centered in Germantown, Tenn., Rhea, 36, is an proven, up coming-era advisor who launched her possess practice in 2018. As Operator and Wealth Strategist of Alia Wealth Companions, Rhea is effective intently with her consumers to formulate investment decision methods and selections created to match each and every individual’s particular targets and targets. Her success has led to various marketplace awards, which includes 2020 and 2021 Forbes Top rated Females Wealth Advisor, 2019-2021 Forbes Very best-In-State Wealth Advisor and 2019 Forbes Subsequent-Gen Very best-In-State Wealth Advisor. She is joined at Alia by Director of Customer Products and services, Leslie M. Parker and Director of First Impressions, Jennifer K. Locke.
Hunting to elevate her clients’ ordeals and plans for long term advancement, Rhea selected to husband or wife with LPL’s Strategic Wealth Products and services presenting. “We went by an intensive because of diligence course of action and LPL genuinely stood out for the depth of resources offered,” Rhea explained. “LPL is a properly-oiled equipment and checked the bins for all the solutions I was wanting for. My prime precedence was the ability to boost the shopper knowledge by giving them with revolutionary new applications they can use to conveniently accessibility their account details.”
With the supplemental layer of assistance from SWS, Rhea thinks she and her group will also have increased ordeals. All SWS advisors have accessibility to LPL’s built-in prosperity management platform and revolutionary resources created to support them thrive. In addition, they obtain ongoing, personalized assistance for every day operations and long-time period organization management, which includes a focused organization strategist, CFO, and advertising, assistance and administrative assistance. “LPL’s SWS group is an extended section of my practice so that we never have to do everything on our possess,” Rhea explained. “It is refreshing to have focused assistance from SWS group members with different skillsets, who are experts in their discipline, getting some of the matters off my plate so I can concentrate on my consumers.”
Rhea designed the shift to LPL with plans for long-time period advancement in get to assistance consumers for generations to arrive. She explained, “What we’re executing in this article is environment the stage for the long term of this organization. I want to extend our workplace, and this changeover is a way for me to phase back again, make guaranteed I’m partnered with the right affiliate, meet new advisors and genuinely establish out the Alia brand name.”
Outside the house of work, Rhea is deeply included in her local community. She is board chairman for Memphis Oral College for the Deaf, as properly as an lively member of the Leadership Germantown Board, the Memphis Chapter of National Association of Females Small business House owners, and the Germantown Space Chamber of Commerce, amid other folks. She also volunteers on the Advisory Board for the University of Memphis Sigma Kappa Sorority Chapter.
Scott Posner, LPL executive vice president, Small business Enhancement, stated, “We warmly welcome Lindsey and her group to the LPL local community, and are honored they turned to us as they thoughtfully get ready for the up coming chapter in their organization. We are committed to giving advisors with top adaptability and personalized modern day solutions as they establish their ideal practice. For our SWS advisors, we’ve taken knowledge throughout several sophisticated parts to provide them with a focused assistance group to support them elevate the shopper knowledge, differentiate their organization and accelerate the success of their practice. We look forward to a long-long lasting, productive and exciting partnership with Alia Wealth Companions.”
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About LPL Money
LPL Money (Nasdaq: LPLA) was founded on the basic principle that the agency need to work for the advisor, and not the other way about. Right now, LPL is a leader** in the markets we provide, supporting extra than 19,000 financial advisors, 800 establishment-primarily based investment decision applications and 450 impartial RIA companies nationwide. We are steadfast in our dedication to the advisor-centered product and the perception that Us residents should have accessibility to objective assistance from a financial advisor. At LPL, independence indicates that advisors have the independence they should have to select the organization product, providers, and technologies resources that allow them to run their ideal practice. And they have the independence to manage their shopper interactions, due to the fact they know their consumers most effective. Simply just set, we just take treatment of our advisors, so they can just take treatment of their consumers.
** Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Independent Broker-Supplier in the U.S (Centered on overall revenues, Money Preparing journal 1996-2021) No. one service provider of third-get together brokerage providers to banking companies and credit rating unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report) Fortune 500 as of June 2021
*Centered on prior organization and signifies belongings that would have been custodied at LPL Money, fairly than third-get together custodians. Reported belongings and shopper figures have not been independently and completely confirmed by LPL Money.
Securities and advisory providers offered by LPL Money LLC, an SEC- registered broker-vendor and investment decision advisor. Member FINRA/ SIPC
In the course of this communication, the conditions “financial advisors” and “advisors” are applied to refer to registered reps and/or investment decision advisor reps affiliated with LPL Money LLC. We routinely disclose details that may possibly be significant to shareholders in the “Investor Relations” or “Press Releases” portion of our website.
Alia Wealth Companions and LPL Money are different entities.
The Forbes position of America’s Top rated Females Wealth Advisors, made by SHOOK Research, is primarily based on an algorithm of qualitative and quantitative data, rating 1000’s of prosperity advisors with a minimal of 7 several years of knowledge and weighing factors like profits developments, belongings under management, compliance information, marketplace knowledge and most effective methods uncovered by phone and in-man or woman interviews.
The Forbes position of Top rated Subsequent-Generation Wealth Advisors, made by SHOOK Research, is primarily based on an algorithm of qualitative and quantitative data, rating 1000’s of prosperity advisors born in or after 1980. Advisors are interviewed by phone and in man or woman to examine assistance types, investing course of action, knowledge degrees and integrity. Extra factors regarded as contain compliance history, shopper retention, revenues produced for their companies and belongings managed.
The Forbes Very best-In-State Wealth Advisor position, made by SHOOK Research, is primarily based on in-man or woman and phone because of diligence meetings and a position algorithm that contains: shopper r
etention, marketplace knowledge, assessment of compliance information, agency nominations and quantitative conditions, which includes: belongings under management and profits created for their companies.
In all a few rankings, portfolio functionality is not a criterion because of to various shopper targets and absence of audited data. Neither Forbes nor SHOOK Research gets a rate in trade for rankings.
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