Media Coverage

JOHN CORDEIRO ATTENDS LPL FINANCIAL’S SUMMIT 2016 CONFERENCE

 

Napa, CA – April 2016 – John Cordeiro from Vintage Wealth Advisors recently attended LPL Financial’s Summit 2016 conference, an event hosted for top-performing financial advisors of LPL, the nation’s largest independent broker/dealer* and a leader in the retail financial advice market.

 

The annual advisor event provides qualifying advisors with an educational forum that includes presentations from LPL leaders and industry experts. The conference is also designed to provide advisors with a unique opportunity to network and share ideas with their peers, who are among the most successful advisors supported by LPL. 

 

“It is an honor to be recognized as among the most successful LPL financial advisors,” said CORDEIRO. “Being able to take part in an industry event such as Summit is a valuable opportunity to gather industry insight that can strengthen the level of service and experience that I can provide to my clients.”

 

“We applaud these elite advisors for having demonstrated an extraordinary commitment to helping their clients as they strive to reach their financial aspirations,” said Dan Arnold, LPL president. “We are proud to be able to support John as he continues to manage and grow his business.”

 

*Based on total revenues, Financial Planning magazine, June 1996-2015

 

 

About LPL Financial

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served $460 billion in advisory and brokerage assets as of Feb. 29, 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 1996-2015). 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, enabling them to help their clients turn life’s aspirations into financial realities. Advisors associated with LPL also service an estimated 40,000 retirement plans with an estimated $118 billion in retirement plan assets, as of December 31, 2015. LPL also supports more than 4,000 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than

3,400 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.  Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Vintage Wealth Advisors, a registered investment advisor.  Financial Advocates Investment Management and Vintage Wealth Advisors are separate entities from LPL Financial.

 

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