Business & Tech
LPL Financial Names 2020 Executive Council
This elite award is presented to less than 1% of the firm's more than 17,000 financial advisors nationwide.
March 8, 2021
Brian Bernatchez CFP, Managing Director of Golden Pond Wealth Management today announced inclusion in LPL’s Executive Council. This elite award is presented to less than 1% of the firm’s more than 17,000 financial advisors nationwide*.
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“On behalf of LPL, I congratulate Brian and his team at Golden Pond on reaching this milestone in the growth of their firm said Angela Xavier, LPL executive vice president, Independent Advisor Services. “Business owners, American investors and industries at large faced extraordinary challenges throughout 2020. In the advisor-mediated financial advice market, investors showed how much value they place on a trusting relationship with a financial advisor. We applaud them on their extraordinary commitment to their clients and resiliency as business owners. It is an honor to support Golden Pond and we wish the entire team continued success as they continue to add value for clients and in their business in the years ahead.”
Since 1996, Golden Pond Wealth Management is a family owned and operated firm celebrating its 25th anniversary in 2021—affiliated with LPL Financial since inception.
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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
*Achievement is based on annual production among LPL Advisors only.
**Based on total revenues, Financial Planning magazine June 1996-2020
This press release was produced by the Kennebec Valley Chamber-Commerce. The views expressed are the author's own.