09.02.2018 14:12:00
|
Wayne von Borstel Named to LPL Financial's Elite Executive Council
PORTLAND, Ore., Feb. 9, 2018 /PRNewswire/ -- LPL Financial has named Wayne von Borstel, an LPL Financial-affiliated advisor at von Borstel & Associates, to its elite Executive Council. LPL's Executive Council is awarded to less than 1% of the firm's approximately 15,000 advisors nationwide and is based on an annual production of all registered advisors supported by LPL.
For sixteen consecutive years, von Borstel has been recognized by LPL as a top advisor.
"I feel honored each day to be able to guide the most successful individuals and families as they work to uncover a deeper meaning of wealth," said von Borstel. "Our Vision to Wealth™ process and belief in staying systematic, unemotional and diversified, regardless of markets and politics, is the driving force behind our continued success in the industry."
von Borstel is the President and Founder of von Borstel & Associates, Inc. an independent, full-service financial planning firm serving clients throughout the country from office locations in Portland and The Dalles, Oregon. von Borstel enjoys sharing his knowledge of finance, which has been acquired over 30 years in the business, with a growing network of followers on social media.
About Wayne von Borstel, CLU®, ChFC®, CFP®, MSFS
Wayne von Borstel has been recognized by Barron's as a top financial advisor in 2017, 2016, 2015, and 2009. The awards are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. He is the author of The Truth Project: Having the Courage to Ignore Wall Street (High 5 Communications, LLC, December 2012, hardback, paperback, audio and Kindle edition,138 pages, ISBN 978-0985779726) and has served as a resource for several media outlets including the Wall Street Journal, Fortune, Registered Rep., Portland Business Journal, Research, Portland Tribune, The Dalles Chronicle, and more.
von Borstel holds a Master of Science in Financial Services (MSFS) degree from The Graduate School of Financial Services at The American College. He holds the following professional designations: Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and CERTIFIED FINANCIAL PLANNERTM (CFP®).
von Borstel is a member of the National Association of Insurance and Financial Advisors, the Portland Estate Planning Council and the International Association for Financial Planning. Wayne regularly teaches financial planning courses at colleges, continuing education centers and businesses in Oregon and Washington.
To learn more about von Borstel, please visit www.vonborstel.com.
About LPL Financial
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is routed in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.
For more information about LPL Financial, visit www.lpl.com.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA von Borstel & Associates, a registered investment advisor. Financial Advocates Investment Management, von Borstel & Associates and LPL Financial are separate entities. von Borstel & Associates can provide advisory services to entities and individuals residing in any state.
View original content with multimedia:http://www.prnewswire.com/news-releases/wayne-von-borstel-named-to-lpl-financials-elite-executive-council-300596262.html
SOURCE von Borstel & Associates
Wenn Sie mehr über das Thema Aktien erfahren wollen, finden Sie in unserem Ratgeber viele interessante Artikel dazu!
Jetzt informieren!
Nachrichten zu LPL Financial Holdings Incmehr Nachrichten
29.10.24 |
Ausblick: LPL Financial legt Zahlen zum jüngsten Quartal vor (finanzen.net) | |
15.10.24 |
Erste Schätzungen: LPL Financial informiert über die jüngsten Quartalsergebnisse (finanzen.net) | |
24.07.24 |
Ausblick: LPL Financial präsentiert Bilanzzahlen zum jüngsten Jahresviertel (finanzen.net) | |
10.07.24 |
Erste Schätzungen: LPL Financial informiert über die jüngsten Quartalsergebnisse (finanzen.net) |