Contact: Janet Fox
919-571-3435
janet_fox@achinvest.com
JANET FOX ATTENDS LPL FINANCIAL 2009 NATIONAL
CONFERENCE
RECOGNIZED BY COMPANY FOR PROVIDING EXCEPTIONAL
CLIENT SERVICE
Raleigh, North Carolina - August 26, 2009
- Janet Fox 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 gatheringsof 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
* Based on total revenues, Financial Planning magazine, June 1996-2009
Securities offered through:
LPL Financial,
Member FINRA/SIPC
The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states; California, Florida, North Carolina, South Carolina, Vermont, Virginia, Washington, DC
©Copyright 2009 ACH Investment Group, Inc.