Simi Valley, CA — February 2, 2021 — Ed Charton, an Independent LPL Financial Advisor at Charton Financial Group in Simi Valley, California, today announced his inclusion in LPL’s Chairman’s Club. This elite award is presented to less than 5% of the firm’s more than 17,000 financial advisors nationwide.*
“On behalf of LPL, I congratulate Mr. Ed Charton on reaching this milestone in his professional career,” said Angela Xavier, LPL Executive Vice President, Independent Advisor Services. “Business owners, American investors and industries at large faced extraordinary challenges throughout 2020. In the advisor-mediated financial advice market, investors showed how much value they place on a trusting relationship with a financial advisor. We applaud Mr. Charton for his commitment to clients and resiliency as a business owner, and we are inspired by his dedication to making a meaningful impact in the lives of his clients. It is an honor to support Mr. Charton and wish his entire team continued success as they continue to add value for clients and in their business in the years ahead.”
Charton is affiliated with LPL Financial, the nation’s largest independent broker-dealer** and a leader in the retail financial advice market. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
About Charton Financial Group
Charton Financial Group is based in Simi Valley, California and provides a full range of financial services, including wealth management and employee benefits solutions, insurance, and estate planning and more. ChartonFinancialGroup.com
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
*Achievement is based on annual production among LPL Advisors only.
**Based on total revenues, Financial Planning magazine June 1996-2020
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