7 Park Ave.,
San Diego, CA — April 19-20, 2023 — Casey Craig from Highlander Financial Group based in
Gaithersburg, MD, attended the LPL Financial (LPL) semi-annual Ambassador Council meeting in San Diego, CA. Casey and peer members affiliated similarly with LPL collaborated with key LPL executives and leaders. Discussion topics included LPL and business model strategy, products and workflows, service, events and recognition, marketing, and additional business model-specific subjects. Casey attended as one of 60 council members selected from nearly 21,000 LPL advisors and institution leaders nationwide. The vision for LPL’s Ambassador Council program is to deepen relationships with a diverse cross-section of highly dedicated financial professionals. In bringing together these individuals, LPL creates a well-informed, extended advocate community. The program provides a formal opportunity for advisors and institution leaders to stay closely connected to LPL’s strategic roadmap and key executives, and to share their experience, feedback, and support with peers by affiliation type.
Council members serve a multi-year term and attend a series of in-person meetings during their tenure. They also contribute through year-round ad hoc participation supporting LPL communications, events and initiatives, and by connecting with their LPL colleagues on an ongoing basis to ensure their perspectives are brought forward.
Highlander Financial Group is an organization of skilled and credentialed professionals dedicated to developing specialized financial plans and offering sound financial solutions based on each person or organization’s unique needs and objectives. We pledge to deliver the utmost in client service and act with the highest standards of integrity.
Highlander Financial Group provides a full spectrum of specialized financial consulting services and products to individuals, families, businesses and organizations. Our firm services thousands of diverse policyholders and clients. Our approach to financial planning is client-centric and dedicated to providing individualized, suitable and appropriate recommendations from a range of quality companies.
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve†, serving more than 21,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 500 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisormediated advice model and the belief that investors deserve access to personalized guidance from a financial advisor. We believe advisors should have the freedom to choose the business model, services and technology they need and to manage their client relationships. Simply put, we take care of our advisors, so they can take care of their clients.
† Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S. (based on total revenues, Financial Planning magazine 1996-2022); among third-party providers of brokerage services to banks and credit unions, No. 1 in AUM Growth from Financial Institutions; No. 1 in Market
Share of AUM from Financial Institutions; No. 1 in Market Share of Revenue from Financial Institutions; No. 1 in Financial Institution Market Share; No. 1 in Share of Advisors (2021-2022 Kehrer Bielan Research and Consulting Annual TPM Report). Fortune 500 as of June 2021.
LPL Financial and its affiliated companies provide financial services only from the United States.
Securities and Advisory services offered through LPL Financial LLC, an SEC-registered broker-dealer and investment advisor. Member FINRA/SIPC.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the "Investor Relations" or "Press Releases" section of our website.
Ambassador Council members are a cross section of LPL associated financial advisors throughout the country with a variety of business models, tenure and stages of business production, growth and maturity. This advocate community provides a formal opportunity to share experiences, feedback, and support with peers.
Highlander Financial Group and LPL Financial are separate entities.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.