LPL Financial Congratulates Deborah Danielson, Carole Ford, Susan Kaplan and Laila...
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LPL Financial Congratulates Deborah Danielson, Carole Ford, Susan Kaplan and
Laila Marshall-Pence; Named by Barron's Magazine in Their Annual Top 100 Women
Financial Advisors Report
SAN DIEGO, June 12 /PRNewswire/ -- LPL Financial Corporation ("LPL
Financial"), the nation's largest independent broker-dealer(i) announced today
that four of the firm's advisors were recently named as one of the "Top 100
Women Financial Advisors in the U.S." by Barron's magazine.
Deborah Danielson of Danielson Financial, Las Vegas, NV; Carole Ford of
LPL Financial, Fresno, CA; Susan Kaplan of Kaplan Financial, Boston, MA; and
Laila Marshall-Pence of Pence Wealth Management, Newport Beach, CA were
recipients of this prestigious ranking, which highlights the most prominent
women in the field. The listing, compiled by financial-industry consultant
R.J. Shook, was based on each advisor's assets under management, contribution
to the firm's revenues and profits and indications of service quality.
"LPL Financial is very proud of these four dedicated women being selected
for such an impressive award honoring their excellence as financial advisors,"
said Bill Dwyer, president of LPL Financial Independent Advisor Services.
"This accomplishment reflects their significant growth as LPL Financial
advisors and their leadership as role models in the community, helping clients
achieve their financial goals."
Advisors were chosen for the Barron's report by banks and brokerage firms
identified by the Winners Circle(R) organization. The list cited:
-- #64, Deborah Danielson, Danielson Financial
-- #53, Carole Ford, LPL Financial
-- #4, Susan Kaplan, Kaplan Financial
-- #35, Laila Marshall-Pence, Pence Wealth Management
About LPL Financial
LPL Financial is one of the nation's leading financial services companies
and largest independent broker/dealer(i). Headquartered in Boston, San Diego,
and Charlotte, LPL Financial and its affiliates offer industry-leading
technology, training, service, and unbiased research to 11,272 financial
advisors, 762 financial institutions, and over 4,000 institutional clearing
and technology subscribers. LPL Financial has $280 billion in assets under
management(ii).
LPL Financial and its 2,600 employees serve financial advisors through
Independent Advisor Services, supporting financial advisors at all career
stages; Institution Services, focusing on the needs of advisors and program
managers in banks and credit unions; and Custom Clearing Services, working
with broker/dealers at leading financial services companies. In 2008, LPL
Financial celebrates its fortieth year of helping financial advisors deliver
quality investment advice. For additional information about LPL Financial,
visit www.lpl.com
(i) As reported in Financial Planning magazine, June 1996-2008, based on
total revenue
(ii) As of March 31, 2008
SOURCE LPL Financial Corporation
Kevin Dinino, LPL Financial, +1-858-909-6706; Kristen Crofoot, FD,
+1-212-850-5692
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