SOURCE: LPL Financial

May 06, 2008 15:21 ET

LPL Financial Congratulates Ron Carson, Susan Kaplan and John Waldron; Named by BARRON'S Magazine in Their Annual Top 100 Financial Report

SAN DIEGO, CA--(Marketwire - May 6, 2008) - LPL Financial Corporation ("LPL Financial" or "LPL"), the nation's largest independent broker-dealer announced today that three of the firm's advisors were recently named as one of the "Top 100 Financial Advisors in the U.S." by Barron's magazine.

Ron Carson of Carson Wealth Management, Omaha, Ne., Susan Kaplan of Kaplan Financial Services, Boston, Mass., and John Waldron of Waldron Wealth Management, Pittsburgh, Pa. were recipients of this prestigious ranking, which highlights many of the most prominent men and women in the field. The listing, compiled by financial-industry consultant R.J. Shook, was based on each advisor's assets under management, his or her contribution to the firm's revenues and profits, and indications of service quality.

"Having our advisors included on this prestigious list and recognized for their excellence and leadership in the industry is something all of us at LPL Financial are very proud of," said Bill Dwyer, President of LPL Independent Advisor Services. "This accomplishment reflects the impressive growth of LPL advisors and their commitment to being a trusted leader in their community and helping clients achieve their financial goals."

Advisors were chosen for the Barron's report by banks and brokerage firms identified by the Winners Circle® organization. The list cited:

--  #29, Ron Carson, Carson Wealth Management
--  #64, Susan Kaplan, Kaplan Financial Service
--  #39, John Waldron, Waldron Wealth Management

About LPL Financial

LPL Financial is one of the nation's leading financial services companies and largest independent broker/dealers. Headquartered in Boston, San Diego, and Charlotte, LPL Financial and its affiliates offer non-proprietary investment products, unbiased research, and wealth management services through 11,100 financial advisors, over 750 financial institutions, and over 4,000 institutional clearing and technology subscribers. LPL Financial has $284 billion in assets under management.

LPL Financial and its 2,600 employees serve financial advisors through Independent Advisor Services, supporting financial advisors at all career stages; Institution Services, focusing on the needs of advisors and program managers in banks and credit unions; and Custom Clearing Services, working with broker/dealers at leading financial services companies. In 2008, LPL Financial celebrates its fortieth year of helping financial advisors deliver quality investment advice.

For additional information about LPL Financial, visit