Outlook 2015Submitted by Saratoga Financial Services on June 16th, 2015
ROBERT M. SCHERMERHORN, CFP® ATTENDS LPL FINANCIAL BUSINESS LEADERS MASTERS 2015 CONFERENCE
Saratoga Springs, NY --4/1/15 — Robert M. Schermerhorn, CFP® from Saratoga Financial Services recently attended the LPL Financial Masters 2015 conference, an event hosted for top performing advisors of LPL Financial LLC, the nation’s largest independent broker/dealer*, an RIA custodian and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA).
Providing an educational forum for qualifying advisors, this important annual advisor event included presentations and breakout sessions moderated by LPL leaders and strategic partners. It also provided a unique opportunity to network and share ideas with industry peers.
“It is an honor to be recognized as a top advisor at LPL,” said Schermerhorn. “Having the opportunity to take part in an industry event such as Masters is an amazing opportunity to broaden and deepen the level of service and experience I can provide to my clients.”
“LPL is proud to host our top performing advisors at this annual event,” said Dan Arnold, LPL president. “Recognizing our elite advisors at Masters is a way to extend our gratitude for their hard work and commitment to their clients, but more importantly it is a way to provide them with continued support in managing and growing their businesses.”
*Based on total revenues, Financial Planning magazine, June 1996-2014
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the financial advice market and serves $475 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions. LPL Financial is the nation's largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996-2014), is one of the fastest growing RIA custodians with $91 billion in retail assets served, as of Dec. 31, 2014, and acts as an independent consultant to over an estimated 40,000 retirement plans with an estimated $115 billion in retirement plan assets served. In addition, LPL Financial supports approximately 4,400 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have 3,384 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.