MICHAEL WALSH ATTENDS NATIONAL FINANCIAL SERVICES SYMPOSIUM
Sarasota, FL— November 11, 2016 — Michael Walsh from Walsh & Associates recently attended LPL Financial’s annual ADVocate RIA Symposium, an invitation-only event focused on best practices in the growing registered investment advisory (RIA) field. Michael Walsh is on the RIA platform of LPL, a leading retail investment advisory firm and independent broker/dealer.
The ADVocate RIA Symposium, hosted in Denver from Nov. 2- 4, brought together more than 100 of LPL’s top RIA firms, sponsors and LPL leaders to discuss the important topics relative to the industry and RIAs and to network to gain greater insights. Topics discussed included the future of financial advice, how technology can create a better service experience, growth strategies, best practices and leadership development.
“As an advisor, I am continually seeking best practices and staying up to date on new industry developments to be able to better serve clients,” said Walsh. “Getting a chance to network with other esteemed financial services professionals at LPL’s ADVocate RIA Symposium allows me the ability to stay well informed on industry research and to continue to identify new ways to provide top service to my clients.”
About Walsh & Associates
Walsh & Associates is an Investment Advisor registered with the Securities and Exchange Commission, with locations in Sarasota, FL and DeKalb, IL. Joseph Walsh, MBA, CFP®, CFA®, CRPC®, is President and CEO of Walsh & Associates and has more than two decades of experience as a financial advisor. Walsh & Associates is a full service, fee-only financial planning firm, specializing in their Red Flag Audit® procedure. Walsh & Associates focuses on building a foundation of trust by offering personal service and innovative wealth management strategies, as well as placing an emphasis on education and industry knowledge.
About LPL Financial
LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served $502 billion in advisory and brokerage assets as of September 30, 2016. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). 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 financial institutions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also serviced an estimated 45,000 retirement plans with an estimated $129 billion in retirement plan assets, as of September 30, 2016. LPL also supports approximately 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,200 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Securities offered through LPL Financial Member FINRA/SIPC. Financial Planning and investment advice offered through Walsh & Associates, a registered investment advisor and separate entity from LPL Financial.