San Jose, CA (PRWEB) April 16, 2014
Cam Neri, LPL Financial Advisor, from Retirement Capital Strategies recently attended the LPL Financial SUMMIT 2014 conference, an event for the highest tier of advisors at LPL Financial, the nation’s largest independent broker-dealer.
SUMMIT 2014 provided an outstanding educational forum for qualifying advisors. This important annual advisor event also included presentations from LPL Financial leaders and strategic partners, and provided a unique opportunity to network and share ideas with their peers, some of the most successful advisors in the industry.
“I am honored to be recognized as a top advisor at LPL Financial, which I attribute to my commitment to provide unbiased guidance to clients and represent their best interests. Attending events like SUMMIT 2014 helps me remain on the forefront of industry trends, and continue to develop the breadth and depth of my services.”
About Retirement Capital Strategies
Retirement Capital Strategies is located in Silicon Valley and specializes in financial planning and wealth management. We design customized plans based on our clients’ unique vision for their lives and provide portfolio strategies that seek to help grow and protect their wealth. As an independent firm we are able to offer access to the finest investment products and advice available – without being driven by any considerations other than our clients’ best interests. For more information, please visit http://www.rcsadvisor.com.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2013), an RIA custodian, and an independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,600 financial advisors and approximately 700 financial institutions. In addition, LPL Financial supports approximately 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have more than 3,000 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit http://www.lpl.com.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Retirement Capital Strategies, Inc., a registered investment advisor and separate entity from LPL Financial.