April 20, 2015

SAN DIEGO - April 20, 2015 - LPL Financial LLC, the nation's largest independent broker-dealer*, a custodian for registered investment advisors (RIAs), and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), today announced that three independent advisors affiliated with LPL Financial were ranked among the Top 100 Financial Advisors in America by Barron's, a leading financial magazine.

Top-ranking LPL-affiliated advisors include:
  • Ron Carson, Carson Wealth Management Group, Omaha, Nebraska, #13
  • Laila Pence, Pence Wealth Management, Newport Beach, California, #73
  • Susan Kaplan, Kaplan Financial Services, Newton, Massachusetts, #91

"On behalf of LPL, we congratulate Laila, Susan and Ron for once again being included in this distinguished list," said Dan Arnold, president of LPL Financial. "Their work and dedication in helping their clients turn their life aspirations into financial realities is exemplary."

Selection for the list is based on data provided by financial advisors across the country, evaluating volume of assets under management, revenue generated for an advisor's firm and the overall quality of their practice.

The full Barron's Top 100 Financial Advisors for 2015 list can be found at Barrons.com.

*Based on total revenues, Financial Planning magazine, June 1996-2014

About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq:LPLA), is a leader in the financial advice market and serves $475 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions. LPL Financial is the nation's largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996-2014), is one of the fastest growing RIA custodians with $91 billion in retail assets served and acts as an independent consultant to over an estimated 40,000 retirement plans with an estimated $115 billion in retirement plan assets served, as of Dec. 31, 2014. In addition, LPL Financial supports approximately 4,400 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have 3,384 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com
Securities and advisory services offered through LPL Financial. A registered investment advisor, member FINRA/SIPC.

LPL Financial and Barron's Magazine are not affiliated entities. LPL Financial, Pence Wealth Management, Kaplan Financial Services and Carson Wealth Management are separate entities.

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Media Contact:
Lauren Hoyt-Williams
980-321-1232
Lauren.Hoyt-Williams@lpl.com




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