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.