Walnut Creek, CA (PRWEB) September 23, 2009
Charles Putney, CFP® recently attended focus09, a leading financial services industry conference hosted by LPL Financial, the nation's number one independent broker/dealer.
Held in San Diego August 16 -19, focus09 was one of the industry's largest gatherings of independent financial advisors to date, and remains the industry's premier sales and education event. Approximately 5,000 attendees from around the country assembled for the opportunity to learn new strategies and skills, expand knowledge in numerous product areas and network with peers and industry experts. They also heard from influential speakers who addressed current events and financial industry trends. The speakers included George W. Bush, 43rd President of the United States; Richard Ketchum, CEO of FINRA; and Ron Insana, CNBC Senior Analyst.
Additionally, through the hundreds of business sessions, technology training and continuing education classes at this event, LPL Financial advisors gained valuable knowledge to help them continually improve the service they offer to clients and operate their independent practices more efficiently.
Bill Dwyer, president of National Sales and Marketing for LPL Financial, said it is an exciting time to be an LPL Financial advisor. "With our 40-year history of serving Main Street with independent advice, LPL Financial is uniquely positioned to support advisors in delivering unbiased guidance at a time when it is needed most. Our conference theme 'Clients First: A Focus on Main Street' recognizes that investors need comprehensive financial planning and independent guidance from advisors they can trust, particularly as they become increasingly disillusioned with Wall Street firms."
Unlike many brokerage firms, LPL Financial does not develop its own investment products, so the unbiased advice given by its advisors is based solely on individual client needs. LPL Financial advisors help individual and institutional investors meet their financial goals by managing $259 billion in brokerage and advisory assets for them as of June 30, 2009.
About Charles A. Putney, CFP®, EA
Chuck Putney is an advisor for those preparing for or just entering retirement, or those who have been recently widowed or divorced. Having guided clients through challenging life transitions for twenty-five years, Chuck focuses on preserving assets while providing stable income for life through professional risk management and sound tax and financial planning. Putney Financial Advisors, along with affiliated firm Putney Klein Associates, Inc., is a thriving financial and tax services firm with seven people on its team, all dedicated to serving clients with five-star service. Chuck has focused both professionally and personally on serving his community and making it a better place to live. Having taught tax, financial planning and investment courses, Chuck is well prepared to address your financial concerns and serve your needs.