LPL Financial Celebrates its Growing Network of Women in Wealth Management

Rhea-AI Summary

LPL Financial hosted its sixth annual Achieve conference in Washington, D.C., highlighting significant growth in its women advisor network. The firm now boasts over 5,400 registered female representatives, marking a 10% increase from the previous year with 547 new female advisors joining in 2024.

During the conference, CEO Rich Steinmeier emphasized the importance of women's perspectives in providing personalized financial advice. The event featured Capitol Hill tours, meetings with lawmakers, and a keynote speech by negotiation expert Alex Carter.

A key highlight was the recognition of 20 Rising Stars, women financial advisors and program managers demonstrating accelerated business growth and leadership potential. The Rising Star program, launched in 2018, celebrates next-gen leaders in high-performing practices, programs, or institutions.

Representing the largest community of female financial advisors in the industry, LPL’s sixth annual Achieve Conference unites a community of successful wealth management professionals

SAN DIEGO, Dec. 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leader in the wealth management industry, hosted its annual Achieve conference last week in Washington, D.C., an invitation-only leadership conference for LPL’s growing community of women advisors. During the conference, the company announced significant progress in expanding its network of women advisors, reflecting the breadth of its affiliation models that provide ideal fits for women advisors who are starting, scaling and succeeding in the industry.

With over 5,400 registered representatives who identify as women, LPL is significantly outpacing other firms. This achievement underscores LPL’s commitment to nurturing female talent in finance. In 2024, the firm has welcomed 547 new female advisors, increasing its total number of women advisors by 10% compared to the previous year.

At the conference, LPL Financial Chief Executive Officer Rich Steinmeier reiterated the firm’s commitment to supporting the continued success of this expanding network, noting, “Our industry is much better served when more women become advisors and bring their unique perspectives to building long-term client relationships through personalized financial advice. At LPL, we’re proud to support the largest network of women advisors, championing their success and fostering a community that thrives together in every life stage of their business.”

In addition to sessions on wealth management and business development, Achieve attendees toured Capitol Hill and met with lawmakers, heard from keynote speaker and negotiation expert Alex Carter, and celebrated LPL’s 2024 cohort of Rising Stars. Launched in 2018, LPL Financial’s Rising Star program recognizes women financial advisors and program managers who are delivering accelerated business growth and are next-gen leaders in a high-performing practice, program or institution. The following 20 women were honored at Achieve:

Kristin Afelumo HerPlanning	Courtney Callas Armstrong Wealth Management	Kelli Gargasz Client Centric Financial Advisors
Rachel Betzwieser Compass Financial Group	Rachel Dick Growtrust Partners	Emily Jameson Barney Financial Services
Crystal Bowles Financial Advice & Consulting, LLC	Danielle Durham Chan-Pong Allen & Company	Miranda Kimball VyStar Investment Services
Amanda King Don P. Quint & Associates	Taylor Mavrakos MFP Financial Services, Taylored Wealth Management	Abigail F. Wade R.M. Wade & Company, LTD.
Sarah Kosmerl Blue Heron Financial Group	Kathryn Murphy EPM Financial	Elizabeth Wertz Elements Wealth Management
Elise Levy Legacy Wealth Planning	Katrina Ridgeway Benchmark Wealth Management	Christina Zins Summit Wealth Management Group
Nickie Maia Delta Community Retirement & Investment Services	Alissa Todd The Wealth Consulting Group

About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 28,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

Securities and Advisory services offered through LPL Financial LLC ("LPL Financial"), a registered investment advisor and broker dealer, member FINRA/SIPC.

LPL Financial and its affiliated companies provide financial services only from the United States.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

Media Contact: 
Media.relations@LPLFinancial.com 
(402) 740-2047 

Tracking #:
XXXXXX

FAQ

How many women advisors did LPL Financial add in 2024?

LPL Financial added 547 new female advisors in 2024, increasing its total number of women advisors by 10% compared to the previous year.

What is the total number of female registered representatives at LPL Financial?

LPL Financial has over 5,400 registered representatives who identify as women, making it the largest community of female financial advisors in the industry.

What was the location and purpose of LPL Financial's 2024 Achieve Conference?

The 2024 Achieve Conference was held in Washington, D.C., as an invitation-only leadership conference for LPL's community of women advisors.

How many Rising Stars were honored at LPL Financial's 2024 Achieve Conference?

20 women financial advisors and program managers were honored as Rising Stars at the 2024 Achieve Conference.