August 24, 2015

SAN DIEGO - Aug. 24, 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 five independent advisors affiliated with LPL Financial were ranked among the Top 100 Independent/RIA Financial Advisors in America by Barron's, a leading financial publication.

Top-ranking LPL-affiliated advisors include:

  • #5, Ron Carson, Carson Wealth Management, Omaha, Neb.
  • #9, Charles Zhang, Zhang Financial, Portage, Mich.
  • #25, Laila Pence, Pence Wealth Management, Newport Beach, Calif.
  • #35, Susan Kaplan, Kaplan Financial Services, Newton, Mass.
  • #57, Robert Fragasso, Fragasso Financial Advisors, Pittsburgh, Pa.

"We are proud to see these five LPL advisors represented on this esteemed list," said Dan Arnold, president of LPL Financial. "We congratulate each of these LPL advisors on being recognized for their commitment to providing objective financial advice to their clients as they help them to work toward their financial goals."

Selection for the list is based on data provided by financial advisors across the country, evaluating assets under management, revenue generated for the firm, regulatory record, overall quality of their practice and philanthropic work.

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

*Based on total revenues, Financial Planning magazine, June 1996-2015

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 $486 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 14,100 independent financial advisors and more than 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 1996-2015), is one of the fastest growing RIA custodians with $112 billion in retail assets served, and acts as an independent consultant to over an estimated 40,000 retirement plans with an estimated $120 billion in retirement plan assets served, as of June 30, 2015. In addition, LPL Financial supports approximately 4,300 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have 3,385 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, Carson Wealth Management, Zhang Financial, Pence Wealth Management, Kaplan Financial Services and Fragrasso Financial Advisors, are all separate entities.

LPLA-A

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




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