LPL FINANCIAL HOLDINGS INC. San Diego, CA - Dec. 2, 2014 -LPL Financial LLC ("LPL Financial"), the nation's largest independent broker-dealer*, an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), congratulates six LPL Financial-affiliated advisors who have been recognized in the 2014 "Top 50 Bank Advisors" ranking by Bank Investment Consultant, (BIC) a leading information source for bank and credit union financial advisors.
The list recognizes the most successful bank and credit union financial advisors in the United States based on several key areas, including 2014 assets under management (AUM); percentage change in AUM from the prior year; trailing 12-month production; percentage growth in production; amount of fee-based business; and the ratio of production to AUM.
LPL Financial-affiliated advisors recognized on the list include:
#1 - Russell Cesari, Northwest Federal Credit Union
#10 - James Christy, Northwest Federal Credit Union
#16 - Raymond Beloin, Webster Bank
#25 - Cynthia Giovacchino, Webster Bank
#29 - James Bish, First Niagara Investment Services
#32 - Matthew Griffin, Family Trust Federal Credit Union
"We congratulate these outstanding advisors for this recognition of their achievements and commitment to their clients ," said Andy Kalbaugh, managing director Institution Services, LPL Financial. "We are pleased to once again see so many LPL-affiliated advisors singled out as among the best in the indstury. We are proud to be associated with this distinguised group and their institutions."
The full BIC Top 50 Advisors list for 2013 can be found online at www.bankinvestmentconsultant.com.
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 $465 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 13,900 independent financial advisors and more than 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 $84 billion in retail assets served, as of Sept. 30, 2014, and acts as an independent consultant to more than 40,000 retirement plans with approximately $110 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 3,397 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC
Bank Investment Consultants and LPL Financial are not affiliated entities.
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