LPL advisors recognized and their respective rankings include:
- #7 – Susan Kaplan, Kaplan Financial Services, Newton, Mass.
- #14– Laila Pence, Pence Wealth Management, Newport Beach, Calif.
"On behalf of LPL, I applaud Susan and Laila for being named to the Barron’s Top 100 Women Financial Advisors list,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “These women are leading the industry by serving clients with an unwavering commitment to helping them work toward their financial goals. LPL is proud to support these successful female business owners and looks forward to partnering with them for years to come.”
According to Barron’s, the annual list showcases the nation’s top 100 women financial advisors based on data such as assets under management, revenue produced for their firms, regulatory record and philanthropic work.
LPL Financial and Barron's are not affiliated.
LPL Financial and the advisor firm referenced are separate entities.