Rockville, MD – October 12, 2017 – Eduardo Gimenez, an independent financial advisor at Raffa Retirement Services in Rockville, MD, has been recognized by Financial Times, a leading financial industry publication, as one of the 2017 Top 401 Retirement Plan Advisors. The list is produced by Financial Times in collaboration with Ignites Research, a subsidiary of the publication that provides business intelligence on asset management.
The advisors were chosen for the list based on several criteria, including retirement plan assets, growth in retirement plan business, years of experience and industry certifications. The average advisor recognized in this year’s Top 401 list has over 19 years of experience and manages over $1.6 billion in retirement plan assets, according to the Financial Times.
“On behalf of LPL, I congratulate Eduardo on being among the top advisors in the country recognized for the work he does to help Americans save for their retirement,” said Bill Beardsley, LPL senior vice president, Retirement Partners. “Eduardo is leading the way for the industry by demonstrating the importance and value of providing access to resources and support that enable employees to work toward their retirement goals. We are proud to support his practice and wish him continued success.”
Eduardo Gimenez is an LPL Financial advisor. LPL is the nation’s largest independent broker-dealer* and a leader in the retail financial advice market, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
* Based on total revenues, Financial Planning magazine, June 1996-2017
About Raffa Retirement
Raffa Retirement Services was founded in 1999 and operates out of Rockville, MD. Raffa Retirement Services provides comprehensive employer retirement plan advisory services, focusing on fiduciary best practices, investment due diligence, plan design optimization and employee education.
About LPL Financial
LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and provided service to approximately $542 billion in brokerage and advisory assets as of June 30, 2017. LPL is one of the fastest growing RIA custodians and the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2017), and the firm and its financial advisors were ranked No. 1 in net customer loyalty in a 2016 Cogent Reports™ study. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 financial advisors and over 700 financial institutions, enabling them to provide a range of financial services including wealth management, retirement planning, financial planning and other investment services to help their clients turn life’s aspirations into financial realities. As of June 30, 2017, financial advisors associated with LPL served more than 4 million client accounts across the U.S. as well as an estimated 46,000 retirement plans with an estimated $138 billion in retirement plan assets. Additionally, LPL supports approximately 3,700 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,400 employees with primary offices in Boston, Charlotte, and San Diego. For more information, visit www.lpl.com.
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Other advisory services offered through Raffa Retirement Services, a separate entity from LPL Financial.