PAUL M. DECELLES HONORED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS
Newport, VT — April 26, 2023 — Paul M. Decelles, an independent LPL Financial advisor at Paul Decelles Financial Strategies in Newport, today announced his inclusion in LPL’s Chairman’s Club. This elite award is presented to less than 4% of the firm’s more than 21,000 financial advisors nationwide*.
“This is an impressive achievement that Paul has earned as a top performer and showcases his dedication to his clients,” said Angela Xavier, LPL executive vice president, Independent Advisor Services, “It is an honor to support Paul with robust technology, integrated products and differentiated services so he can run a thriving practice. We wish Paul and his entire team continued success as they create meaningful impact in the lives of their clients.”
Paul serves clients based in Newport, VT and provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.
Paul states, “I feel fortunate to have been recognized by LPL and to have been able to build a financial planning business that is in the top 1000 of more than 21,000 LPL office across the United States, right here in the Northeast Kingdom. My assistants, Therese Clowery and Cara Roberts, have more than 60 years of combined experience in financial services, and have worked a combined 42 years together as a team. We are grateful for the trust and confidence that our clients have in our business model. We have developed and refined a financial planning process over the many economic and financial market cycles that is very powerful.”
Paul M. Decelles is affiliated with LPL Financial, a leading wealth management firm. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve**, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 institution-based investment programs and at approximately 500 registered investment advisor (“RIA”) firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*Achievement is based on annual production among LPL Advisors only.
**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report). No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine 1996-2022). Among third-party providers of brokerage services to banks and credit unions, No. 1 in AUM Growth from Financial Institutions; No. 1 in Market Share of AUM from Financial Institutions; No. 1 in Market Share of Revenue from Financial Institutions; No. 1 on Financial Institution Market Share; No. 1 on Share of Advisors (2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report). Fortune 500 as of June 2021.
LPL and its affiliated companies provide financial services only from the United States.
Throughout this communication, the terms “financial advisors” and “advisors” include registered representatives and/or investment adviser representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment adviser.
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