The annual event, held this year from May 18-20, provides this elite group of financial advisors with the opportunity to attend meetings focused on how to continue to best serve their clients, receive latest insights and intelligence on market conditions and interact with other leading insurance industry professionals throughout the country.
“We congratulate Michael Kalisch for his outstanding service to clients, and the constant commitment demonstrated by him to continuing to develop his practice’s ability to meet the demands of retail investors,” said Todd Tharp, Head of Insurance for LPL Financial. “We are proud to serve as an enabling partner to Mr. Kalisch, and to support LPL Financial’s success throughout the communities he serves.”
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Investment Holdings Inc., is an independent broker-dealer. LPL Financial and its affiliates offer proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to over 12,400 financial advisors and over 750 financial institutions. Additionally, LPL Financial supports approximately 4,000 financial advisors who are affiliated and licensed with insurance companies with customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have over 2,500 employees with employees and offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Securities offered through LPL Financial. Member FINRA/SIPC
LPL Financial, 5550 Glades Rd, Suite 500, Boca Raton, Fl 33431, 561-961-5418, michael.kalisch@
*Based on total revenues, Financial Planning magazine, June 1996-2012