San Jose, CA - May 28, 2014 - John Hillis from Hillis Financial Services recently attended the LPL Financial SUMMIT 2014 conference, an event for the highest tier of advisors at LPL Financial LLC, the nation’s largest independent broker-dealer.
Hosted in Monte Carlo, Monaco, SUMMIT 2014 provided an outstanding educational forum for qualifying advisors, each of whom were rewarded for their performance and accomplishments over the past year. 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. The keynote speaker for this year’s event was Driver of Century Mario Andretti.
“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 Hillis Financial Services
Hillis Financial Services is a San Jose-based independent, personal financial services firm focused on managing the “irreplaceable assets” of its clients, families and individuals, many of whom are small business owners. The firm uses a conservative approach to its proactive client portfolio management, believing that managing downside risk can be more important in today’s economy than seeking upside growth. As independent representatives of LPL Financial, Hillis Financial Services primarily provides unbiased fee-based advice and services including personal financial, retirement, education, tax and estate planning; long-term care, charitable giving as well as risk management. The team has more than 100 years of collective experience in managing portfolios, and many clients have been with the firm’s advisors for more than 30 years. For more information, please visit www.hillisfinancial.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 www.lpl.com.
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