Broker Check

Jim Sr. at Investor Day in NYC

June 18, 2019
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This month marks one year since our team joined LPL Financial after spending 27 years at our previous broker-dealer. It's been an incredible year for our firm and towards the end of May, I was invited to represent 16,000+ advisors at LPL Financial's Investor Day in New York City. 

LPL is the largest independent broker-dealer and a publicly traded company, and hosted a half-day presentation attended largely by financial analysts and investors. As part of the showcase, I was asked to share my experience so far at LPL.

See today's press release about the event here.