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Mar 14, 2024 · SAN DIEGO – March 14, 2024 – LPL Financial LLC announced today that seven financial advisors from five firms have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They collectively reported serving approximately $700 million in advisory, brokerage and retirement plan assets*, and join LPL from Osaic.
Financial Consultant at LPL Financial. Greater Chicago Area. 1K followers 500+ connections. View mutual connections with Jeffery. Welcome back. Loyola University Chicago's Quinlan School of...
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Mar 14, 2024 · SAN DIEGO, March 14, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that seven financial advisors from five firms have joined LPL Financial’s broker-dealer, RIA and custodial...
- Summit
- Masters
- Elevate
- Is Summit
- Advisory Leaders Forum
An elite class of qualifying performers within the LPL Financial Community come together at Summit to celebrate unrivaled success and set a course for scaling greater heights. This premier event is open to less than two percent of our most prestigious advisors and offers well-earned opportunities to engage with high-achieving peers and LPL leaders ...
The top five percent of LPL’s independent advisors are recognized and celebrated at Masters for their exceptional accomplishments. Professional development and personal growth take laser focus during executive and keynote addresses, invigorating breakout sessions, technical demonstrations, advanced meet ups, and an assortment of peer-to-peer networ...
Onward and upward is the spirit at Elevate. This invitation-only conference brings together a select group of qualifying Freedom and Director’s Club advisors who have reached remarkable growth milestones and aim to soar higher. Engaging keynote and general session presentations, enlightening breakouts, Q&A exchanges, and coveted peer networking eve...
Premiering in 2023, Institution Services Summit is a new conference specifically designed to celebrate the achievements and advance the specific business needs of financial professionals with qualifying financial institutions. Top producers from our affiliated banks and credit unions convene in a world-class location for an exclusive opportunity to...
FORMERLY GROWTH LEADERS FORUM The Advisory Leaders Forum provides our top advisory advisors with a choice opportunity to immerse themselves in an academic setting to learn from their peers, top academia, and industry experts. This year’s event revolves around the theme of the Entrepreneurial Mindset: Looking through the lens of a business leader ra...
Mar 14, 2024 · SAN DIEGO, March 14, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that seven financial advisors from five firms have joined LPL Financial’s broker-dealer, RIA and custodial...
Your health and safety are top priorities at all of our events. In the event that there are required COVID-19 protocols for Masters, they will be communicated approximately two weeks prior to the event. Please notify us of all safety or security concerns during Masters by calling or texting LPL Conference Security 24/7 at (803) 220-5423. Attendance
Jeffrey Schiffman, CFP. ®. Senior Vice President, Financial Advisor. (561) 202-8744. (561) 202-8745. Jeffrey.Schiffman@lplfinancial.com. Jeff is thrilled to affiliate SWP with LPL Financial. Jeff began his financial services career in 1984 with Fidelity Bank & Trust after owning his own Mortgage Banking Firm for 14 years.
