Ron & Heath Bartlett Recognized by LPL Financial for Exceptional Client Service
August 26, 2009
Ron & Heath Bartlett Attend LPL Financial 2009 National Conference
LEXINGTON, SC -August 26, 2009 Ron and Heath Bartlett recently attended Focus09, a leading financial services industry conference hosted by LPL Financial, the nation’s number one independent broker/dealer.
Held in San Diego August 16 -19, Focus09 was one of the industry’s largest gatherings of independent financial advisors to date, and remains the industry’s premier sales and education event. Approximately 5,000 attendees from around the country assembled for the opportunity to learn new strategies and skills, expand knowledge in numerous product areas and network with peers and industry experts. They also heard from influential speakers who addressed current events and financial industry trends. The speakers included George W. Bush, 43rd President of the United States; Richard Ketchum, CEO of FINRA; and Ron Insana, CNBC Senior Analyst.
Additionally, through the hundreds of business sessions, technology training and continuing education classes at this event, LPL Financial advisors gained valuable knowledge to help them continually improve the service they offer to clients and operate their independent practices more efficiently.
Bill Dwyer, president of National Sales and Marketing for LPL Financial, said it is an exciting time to be an LPL Financial advisor. With our 40-year history of serving Main Street with independent advice, LPL Financial is uniquely positioned to support advisors in delivering unbiased guidance at a time when it is needed most. Our conference theme ‘Clients First: A Focus on Main Street’ recognizes that investors need comprehensive financial planning and independent guidance from advisors they can trust, particularly as they become increasingly disillusioned with Wall Street firms.
Unlike many brokerage firms, LPL Financial does not develop its own investment products, so the unbiased advice given by its advisors is based solely on individual client needs. LPL Financial advisors help individual and institutional investors meet their financial goals by managing $259 billion in brokerage and advisory assets for them as of June 30, 2009.
About LPL Financial
LPL Financial is one of the nation’s leading financial services companies and largest independent broker/dealer*. Headquartered in Boston, Charlotte, and San Diego, LPL Financial and its affiliates offer industry-leading technology, training, service, and unbiased research to 12,489 financial advisors, 768 financial institutions, and over 4,000 institutional clearing and technology subscribers. LPL Financial has $259 billion in brokerage and advisory assets as of June 30, 2009.
LPL Financial and its approximately 2,500 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. For additional information about LPL Financial, visit www.lpl.com or contact Bartlett Financial at 803-957-3622. email:[email protected] website: www.lpl.com/BartlettFinancial
Securities and financial planning offered through LPL Financial
Member FINRA/SIPC
* Based on total revenues, Financial Planning magazine, June 1996-2009
