This is an impressive achievement that Nancy has earned as a top performer and showcases her dedication to her clients, said Angela Xavier, LPL executive vice president, Independent Advisor Services. It is an honor to support Nancy with robust technology, integrated products and differentiated services so she can run a thriving practice. We wish Nancy and her entire team continued success as they create meaningful impact in the lives of their clients.
Nancy is based in Memphis, TN and provides a full range of financial services, including retirement and financial planning, and individual money management.
Obliterating a glass ceiling and achieving exceptional annual growth is possible with a mission -centered team and outstanding clients. I am grateful to LPL for this milestone and humbly thank all those who contributed to my success. Benchmarks focus is people over profit and we stand ready to help anyone who needs it, said Nancy.
Nancy is affiliated with LPL Financial, a leading wealth management firm. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients financial lives.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve**, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 institution-based investment programs and at approximately 500 registered investment advisor (“RIA”) firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*Achievement is based on annual production among LPL Advisors only.
**No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine 1996-2022). Among third-party providers of brokerage services to banks and credit unions, No. 1 in AUM Growth from Financial Institutions; No. 1 in Market Share of AUM from Financial Institutions; No. 1 in Market Share of Revenue from Financial Institutions; No. 1 on Financial Institution Market Share; No. 1 on Share of Advisors (2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report). Fortune 500 as of June 2021.
LPL and its affiliated companies provide financial services only from the United States.
Throughout this communication, the terms financial advisors and advisors include registered representatives and/or investment adviser representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment adviser.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
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