LWM at National Financial Conference

LWM at National Financial Conference

August 14, 2015
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Plantation, FL — August 14, 2015 — Tony DuBose, Sonja Koppenwallner and Neelie Sacharow from Legacy Wealth Management recently attended LPL Financial’s Focus 2015, one of the financial industry’s premier events and the largest annual conference hosted by LPL, the nation’s largest independent broker-dealer.*

Hosted in Boston from July 26 to 29, nearly 4,000 industry professionals from around the country gathered at Focus to learn new strategies and skills, expand knowledge in numerous product areas, network with peers and industry experts and discuss the most relevant opportunities and challenges facing the financial services industry.

Attendees also heard from influential and motivational speakers who addressed current events, financial industry trends and leadership topics. Keynote speakers included: Sir Richard Branson, chairman of Virgin Atlantic Airways, founder of Virgin Records and head of Virgin Group, Ltd, a conglomerate encompassing more than 360 companies; Ben Bernanke, former chairman of the board of governors of the Federal Reserve System; and Ronan Tynan, member of the Irish Tenors and Paralympic gold medal winner who holds nine world records.

“Attending LPL’s annual Focus conference provided a great opportunity to engage with industry leaders and peers and to stay well-informed of financial trends and industry best practices,” said DuBose. “The discussions and learnings are valuable takeaways so that I can continue to provide the best service and support to my clients, as we work together toward their financial goals.”

*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 financial advice market and serves $485 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 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 1996-2015), is one of the fastest growing RIA custodians with $105 billion in retail assets served, and acts as an independent consultant to over an estimated 40,000 retirement plans with an estimated $120 billion in retirement plan assets served, as of March 31, 2015. In addition, LPL Financial supports approximately 4,300 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have 3,352 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.