"On behalf of LPL, I congratulate Susan on being recognized among this elite group,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “She has demonstrated the ability to establish meaningful, long-term relationships with clients based on personalized service and a commitment to serve their best interests. In doing so, she has been able to build a successful business while making significant contributions to her clients’ financial lives and our industry at large. LPL is proud to partner with Susan and we look forward to supporting her for years to come.”
The annual list highlights the nation’s top advisors based on data including: assets under management, revenue generated and the overall quality of the advisor’s practice.
The full 2017 Barron's Top 100 Financial Advisors list can be found at Barrons.com.
LPL Financial and Barron's are not affiliated.
LPL Financial and the advisor firm referenced are separate entities.