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Tucson, Arizona — February 8, 2022 — Judy Tocco, an independent LPL Financial Advisor at Tocco Financial Services in Tucson, today announced her inclusion in LPL’s Executive Council. This elite award is presented to less than 0.5% of the firm’s more than 19,000 financial advisors nationwide*.
“I congratulate Judy on behalf of LPL,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “We are inspired by her dedication to clients and strong commitment to helping them work toward their financial goals. It is an honor to support Judy with robust resources, integrated capabilities and differentiated service experiences designed to help her run a thriving practice. We wish Judy and her entire team continued success as they create meaningful impact in the lives of their clients in the years ahead.”
Judy Tocco is based in Tucson, Arizona 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.
“I am very proud of this milestone accomplishment. I could not have reached this level of success without the dedication of Jennifer Akins, our team members, and the great clients that we work with every day. Our first priority will always be serving our client’s needs,” Judy Tocco, CFP ®.
Tocco 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 19,000 financial advisors, 800 institution-based investment programs and 450 independent 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.
**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 June 1996-2022); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 as of June 2021
*Achievement is based on annual production among LPL Advisors only.
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.
Tocco Financial Services Ranked #21 out of over 19,000 Advisors!
This is a huge honor and one that would not be possible without our clients. Thank you all so much.
Achievement is based on annual production among LPL Advisors only.
Judith A. Tocco, CFP® Named to 2020 Financial Times 400 Top Financial Advisers
April 16, 2020 – Tocco Financial Services is pleased to announce that Judith A. Tocco, CFP® has been named to the 2020 edition of the Financial Times 400 Top Financial Advisers. This is the third year in a row that Ms. Tocco has received this honor. The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S.
This is the eighth annual FT 400 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management.
Financial advisers from across the brokerage industry applied for consideration, having met a set of minimum requirements. The applicants were then graded on six criteria: assets under management (AUM); AUM growth rate; experience; advanced industry credentials; online accessibility; and compliance records. There are no fees or other considerations required of advisers who apply for the FT 400.
The final FT 400 represents an impressive cohort of elite advisers, as the “average” adviser in this year's FT 400 has over 28 years of experience and manages over $1.9 billion in assets. The FT 400 advisers hail from 44 states and Washington, D.C.
The FT 400 is one in a series of rankings of top advisers by the Financial Times, including the FT 300 (independent RIA firms) and the FT 401 (DC retirement plan advisers).
The Financial Times 400 Top Financial Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (April 2020). The FT 400 is based on data gathered from advisers, broker-dealer home offices, regulatory disclosures, and the FT's research. The listing reflects each adviser's status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this adviser's future performance. Neither the brokerages nor the advisers pay a fee to the Financial Times in exchange for inclusion in the FT 400.
Securities and advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/SIPC. Financial Times, LPL Financial and Tocco Financial Services are not affiliated.