News By Tag
* Financial Planning
* Wealth Management
* Certified Financial Planning
* More Tags...
News By Location
Tom Morrone Attends LPL Financial 2012 National Conference, A Leading Financial Services Event
North Haven, CT Thomas Morrone from U.S. Wealth Management recently attended focus12, a leading financial services industry conference hosted by LPL Financial, the nation’s number one independent broker-dealer.*
Additionally, through the hundreds of business sessions, technology training sessions and continuing education classes at this event, advisors gained valuable knowledge to help them continually improve the level of service they offer.
“Attending focus12 was a tremendous opportunity for me to stay informed of key trends affecting the financial services industry, and discover strategies to help improve communication and engagement with my clients,” says Morrone. “I believe I am now better positioned to continue helping my clients pursue financial independence by offering unbiased guidance.”
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 more than 13,000 financial advisors and approximately 685 financial institutions. Additionally, LPL Financial supports more than 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 approximately 2,900 employees with employees and offices in Boston, Charlotte and San Diego. For more information, please visit www.lpl.com.
*As reported by Financial Planning magazine, June 1996–2012, based on total revenue.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through U.S. Financial Advisors, LLC, a registered investment advisor and separate entity from LPL Financial.