LPL Financial Sponsors Emerging Advisors to Attend Annual Women Advisors Leaders Forum
October 09 2018 - 10:15AM
LPL Financial LLC, a leading retail investment advisory firm and
independent broker-dealer, today announced that it has awarded
scholarships to 10 emerging LPL advisors to be able to attend the
firm’s annual Women Advisors Leaders Forum. The invitation-only
event is Oct. 8 to 10, bringing together successful LPL women
advisors to support their continued growth and nurture a community
of women advisors.
As part of LPL’s efforts to grow and sustain more female
advisors in the industry, nominations were accepted from OSJs and
institution-based program managers, identifying high-potential
advisors with at least three years of experience in the industry,
at least one year with LPL, and a demonstrated track record of
growth.
Advisor scholarship recipients include:
- Veronica Aaron, Household Group
- Jennifer Akins, Tocco Financial Services
- Danielle Berz, Brown and Company
- Carli Converse, Compton Financial Group
- Laura DePergola, 360 Investment Center
- Stephanie Lynne, Bay Financial Associates,
LLC
- Lisa Moser, Alltrust Financial Management
- Martha Payne, Integrated Financial
Partners
- Lisa VanArsdale, Lakeview Wealth
Management
- Stephanie Vokral, Critical Transitions Wealth
Advisors
“We are thrilled to welcome these talented women to our annual
Women Advisors Leaders Forum,” said Bethany Bryant, LPL senior vice
president, National Sales and Consulting and head of initiatives at
LPL supporting women advisors. “Through this scholarship program,
we can provide advisors early in their career with support for
their continued growth in the way of strategic growth content,
networking and mentorship from experienced advisors. We are excited
to empower a next generation of LPL advisors in their work to
support investors and grow successful independent businesses.”
Hear from scholarship recipient Lisa VanArsdale on the value of
diversity in her practice.
Related Content:
Five LPL Advisors Discuss the Value of Diversity and Inclusion
in their PracticeTop Producing LPL Advisor Susan Kaplan Tells
Women: ‘We Need More Bravado’
About LPL FinancialLPL Financial is a leader in
the retail financial advice market and the nation’s largest
independent broker-dealer*. We serve independent financial advisors
and financial institutions, providing them with the technology,
research, clearing and compliance services, and practice management
programs they need to create and grow thriving practices. LPL
enables them to provide objective guidance to millions of American
families seeking wealth management, retirement planning, financial
planning and asset management solutions. LPL.com
Securities and Advisory Services offered through LPL Financial.
A registered investment advisor, Member FINRA/SIPC.
*Based on total revenues, Financial Planning magazine June
1996-2018
LPL Financial and advisor firms represented are separate
entities.
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Media Contact:Lauren Hoyt-Williams(980)
321-1232Lauren.Hoyt-Williams@lpl.com
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