The annual list showcases the nation’s top 100 women financial advisors based on data such as assets under management, revenue the advisor generates for their firms and the overall quality of their practices.
LPL advisors recognized by Barron’s and their respective rankings include:
- #7 – Susan Kaplan, Kaplan Financial Services, Newton, Mass.
- #10– Laila Pence, Pence Wealth Management, Newport Beach, Calif.
- #49 – Erin Botsford, The Botsford Group, Frisco, Texas
"On behalf of LPL, I congratulate Susan, Laila and Erin on being named to this elite list of women advisors and for demonstrating leadership in our industry,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “Each advisor’s success is reflective of her commitment to providing clients with personalized service and the delivery of objective advice best suited to address their unique needs. LPL is proud to support these advisors with the platforms, tools and resources that support their businesses and empower them to be successful female entrepreneurs. We look forward to continuing to partner with these valued LPL clients for years to come.”
The full 2017 Barron's Top 100 Women 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.
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