LPL Financial

Imagine a world where your client's financial journey is nurtured—not just managed. That’s the vision of Investment Advisors Financial Group. And they are taking this goal to the next level by joining the LPL network. Their transition is fueled by a desire for greater autonomy and a commitment to elevating client experiences through advanced technology and comprehensive services. This partnership signifies a new chapter of enhanced service and innovation, promising to empower clients and advisors alike. Discover how LPL is redefining what it means to manage wealth effectively → https://bit.ly/3zVWlhr

Organizing the #LPLFocus experience that's best for you is easy, thanks to Schedule Builder. From your registration email, grab your confirmation number, sign on to Schedule Builder and reserve your spot at relevant breakouts. Don't delay though, popular sessions fill up quickly.

Get ready for one eventful #LPLFocus. And be sure to leave a little time to take in the local flavor and charm that defines San Diego. Whether you're a foodie, outdoor enthusiast, art lover, or sports fan, there's something for everyone. ⚾️ San Diego Padres  🏙️ Gaslamp Quarter Association 🏖️ #CoronadoIsland 🌳 Balboa Park Cultural Partnership 🐘 San Diego Zoo Wildlife Alliance ☀️ San Diego Tourism Authority

The power of innovation can transform experiences. That's why we're excited to introduce Sid Vyas as executive vice president, Chief Technology Officer of Infrastructure and Operations. With over 25 years of experience, Sid is not just stepping into a role; he's stepping up to ensure our operating platforms are not only stable and reliable but also pioneering and efficient. “In an era where advanced platform protections and operational precision are increasingly crucial, Sid's distinguished leadership in managing risk platforms, driving agile transformations, leading technology delivery teams and overseeing cloud migrations uniquely positions him to enhance and safeguard our platforms," said Greg Gates, managing director, Chief Technology and Information Officer. Welcome, Sid! Together, we're not just embracing the future—we're making it → https://bit.ly/4d5puou

It's a great time to start setting your #LPLFocus calendar. Especially on a topic that we're passionate about at LPL, women advancing in the financial industry. Check out the speaker lineup of heavy weights – who better to lead the charge? #FocusOnWomen

Imagine leaving the field after 18 years as a minor league baseball exec, only to lace up for a whole new game – one where the stakes are personal futures rather than points on the scoreboard. This is the story of Nate Cloutier, whose pivot from professional sports to finance wasn't just a career change—it was a mission to make a difference. Joining LPL's RIA as a fee-only advisor offers the unique advantage of tailoring your advisory business to your vision, with full ownership and robust support. This empowers advisors like Nate to focus solely on what they do best—helping clients achieve their financial dreams. Learn more about Nate's journey → https://bit.ly/3SbwCHW

We're taking a moment to celebrate a true turning point in our history – the passage of the Americans with Disabilities Act (ADA). This isn't just about a law; it's about how we're learning to embrace everyone with respect. During #DisabilityPrideMonth, our People with disAbilities Employee Resource Group is leading the charge in creating a space where everyone's unique Abilities and stories are not just heard but celebrated. This group isn't just a resource—it's a community that uplifts our employees, providing support and building meaningful connections. Whether you're someone with a disAbility or an ally, your experiences and stories have incredible power to unite us. Feat. Bayani Atienza, Shannon Mouzon, Alex Arnold & John O'Keefe

#LPLFocus is back and delivering dynamic days of learning, networking and thriving for financial professionals at all levels in practices and institutions of all types and sizes. Join us in downtown San Diego!

Ready to redefine the sales landscape? Join us on Wednesday, July 17 at 3pm PT / 6pm ET for Rising in the Ranks, an #LPLCareers virtual panel discussion featuring leaders Le's Carrington, Phillip Langella and Abby Torry. Dive into their career journeys and the pivotal moments that shaped their path to success. Don't miss out—register now to secure your spot → https://bit.ly/4d1RiKF

Credit unions are stepping up. With our support, you're not just meeting member needs—you're making deep connections in the community. From education programs to partnerships with financial advisors, a collaborative approach can help you meet the changing needs of your members and strengthen community ties. Christopher Cassidy shares how we can help → https://bit.ly/3zCAv2e