“On behalf of LPL, I congratulate Susan for being recognized among this elite group,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “Susan truly demonstrates the value of independent financial advice by objectively guiding her clients toward each of their unique financial goals. LPL is proud to support Susan and we thank her for the work she does each day.”
According to Barron’s, its annual list highlights the nation’s top advisors based on data including: assets under management, revenue generated for the advisor’s firm, regulatory record, philanthropic work and the overall quality of the advisor’s practice.
LPL Financial and Barron's are not affiliated.
LPL Financial and the advisor firm referenced are separate entities.