Lynn Ballou, CFP® and Principal of Ballou Plum Wealth Advisors inLafayette, Calif., recently attended the Opening Bell ceremony at The NASDAQ Stock Market in New York City's Times Square onJune 24, 2011. This special event was hosted by LPL Financial (NASDAQ: LPLA), the largest independent brokerage firm in the nation*.
"We were delighted to host Lynn Ballou at our NASDAQ Opening Bell ceremony in New York, which celebrates the achievements of some of our top advisors," said Derek Bruton, Managing Director, National Sales Manager for LPL Financial. "We are proud to serve as a contributing partner to Mrs. Ballou and to support Ballou Plum Wealth Advisor's success throughout the communities they serve."
About Ballou Plum Wealth Advisors
Ballou Plum Wealth Advisors, LLC is a premier, highly trusted wealth advisory firm with deep roots in the East Bay. The firm is known as the "go to" firm for high net worth women and their families, providing clients a consistently excellent experience and fostering a sense of partnership between Ballou Plum, their clients and their professionals. Ballou Plum Wealth Advisors, LLC was recognized in 2010 as a leading Private Wealth Management Firm in the San Francisco Business Times based on client education, customer service and experience. The firm currently manages $198 million in assets through LPL Financial. For more information, please visit www.ballouplum.com.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Investment Holdings Inc., is an independent broker-dealer. LPL Financial and its affiliates offer proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to over 12,500 financial advisors and over 750 financial institutions. Additionally, LPL Financial supports approximately 4,000 financial advisors who are licensed with insurance companies with customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have over 2,600 employees with employees and offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Securities offered through LPL Financial. Member FINRA/SIPC
*Based on total revenues, Financial Planning magazine, June 1996-2011
"We were delighted to host Lynn Ballou at our NASDAQ Opening Bell ceremony in New York, which celebrates the achievements of some of our top advisors," said Derek Bruton, Managing Director, National Sales Manager for LPL Financial. "We are proud to serve as a contributing partner to Mrs. Ballou and to support Ballou Plum Wealth Advisor's success throughout the communities they serve."
About Ballou Plum Wealth Advisors
Ballou Plum Wealth Advisors, LLC is a premier, highly trusted wealth advisory firm with deep roots in the East Bay. The firm is known as the "go to" firm for high net worth women and their families, providing clients a consistently excellent experience and fostering a sense of partnership between Ballou Plum, their clients and their professionals. Ballou Plum Wealth Advisors, LLC was recognized in 2010 as a leading Private Wealth Management Firm in the San Francisco Business Times based on client education, customer service and experience. The firm currently manages $198 million in assets through LPL Financial. For more information, please visit www.ballouplum.com.
LPL Financial, a wholly owned subsidiary of LPL Investment Holdings Inc., is an independent broker-dealer. LPL Financial and its affiliates offer proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to over 12,500 financial advisors and over 750 financial institutions. Additionally, LPL Financial supports approximately 4,000 financial advisors who are licensed with insurance companies with customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have over 2,600 employees with employees and offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Securities offered through LPL Financial. Member FINRA/SIPC
*Based on total revenues, Financial Planning magazine, June 1996-2011
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