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Angela Vlach Named to the LPL Advisor Council

by | Aug 4, 2020 | Press Release

OLYMPIA, WA., August 4, 2020 – Angela Vlach from Financial Advocates, based in Olympia, WA, announced that she has been named by LPL Financial (LPL) as a new member of the LPL Advisor Council. Angela Vlach is one of 24 members selected from among more than 16,000 LPL advisors nationwide. The LPL Advisor Council provides a forum in which advisors representing a variety of business models ranging from small independent practices to large institutions, including banks and credit unions, serve as a sounding board for LPL. Members share ideas and suggestions, as well as challenges and concerns, to help drive the development of upcoming LPL programs, communications, products and services.

Council members serve a multi-year term and attend a series of in-person meetings and conference calls during their tenure. They also contribute in additional ways, including as participants in ad hoc research projects, by having a staff member represent their business on the LPL Service & Operations Council, and by connecting with their LPL colleagues on an ongoing basis to ensure their perspectives are brought forward.

Advisor Council members pledge to:

  • Advise – Help assess specific areas of LPL services, communications, programs and technology and make suggestions and recommendations designed to improve each area.
  • Assist – Discuss emerging industry and market trends with LPL leadership and help identify potential action in response.
  • Advocate – Represent all LPL institutions, businesses and advisors by making recommendations that support their peers and improve the industry as a whole.

Vlach is an LPL Financial advisor. LPL provides resources, tools and technology that support advisors in the delivery of personal, objective financial advice.

 

About Financial Advocates

Financial Advocates, LLC (FA) and their Hybrid RIA, Financial Advocates Investment Management (FAIM), provide servant leadership in the financial advice market and serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. FA’s experienced and diverse staff delivers intensive support to advisors as they transition to an Independent Broker-Dealer, a Hybrid RIA, or pure RIA model to achieve greater independence. Advisors then enjoy concierge-level service in business development, regulatory compliance oversight, operations, IT, marketing and investment management. Financial Advocates and Financial Advocates Investment Management provide services to more than 200 independent financial advisors, several banks and credit unions, and more than 100 support staff.

Financial Advocates, Financial Advocates Investment Management, and its affiliates have 28 home office employees with office locations in Olympia, WA and Tacoma, WA. For more information, please visit www.financialadvocates.com.

 

About LPL Financial

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com

Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.

 

**Based on total revenues, Financial Planning magazine June 1996-2019

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