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LPL Ambassador Council

LPL Ambassador Council

May 13, 2024


Ashleigh McFarlin, CFP® Named to the LPL Ambassador Council

 

Claremont, NH — May 13th, 2024 — Ashleigh McFarlin, CFP® from Claremont Financial Services, based in Claremont, NH announces that she has been named by LPL Financial as a new member of the LPL Ambassador Council Program. Ashleigh is one of 60 members selected from among nearly 23,000 LPL advisors and institution leaders nationwide for one of three councils designated by the members’ affiliation with LPL. The Ambassador Council serves as a voice for LPL’s broader advisor base and helps deepen relationships with a diverse cross-section of highly dedicated financial professionals. These earnest and respected individuals serve as valuable and well-informed extended community advocates for LPL. Ambassador Council members are important assets to LPL, closely connected to LPL’s strategic roadmap and key executives – sharing their industry experience, offering beneficial feedback and supporting peers by affiliation type. 

 

Council members serve a multi-year term and attend a series of in-person meetings during their tenure. They also contribute through year-round ad hoc participation supporting LPL media relations opportunities and other communications, events and initiatives, and by connecting with LPL colleagues on an ongoing basis to ensure their perspectives are brought forward.

 

About Claremont Financial Services

 

Claremont Financial Services is a full-service investment office.  Working as a team, the office helps clients maneuver through a complex financial-services world.  The office also has a commitment to the community provide financial education to individuals and groups including seminars, financial counseling and small-group chats. 

 

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving nearly 23,000 financial advisors, including advisors at approximately 1,100 institutions and at approximately 570 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

 

Securities and Advisory services offered through LPL Financial LLC ("LPL Financial"), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States.

 

Throughout this communication, the terms "financial advisors" and "advisors" are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

We routinely disclose information that may be important to shareholders in the "Investor Relations" or "Press Releases" section of our website.

 

 

 

 

Ambassador Council members represent a cross section of LPL associated financial advisors and institution leaders throughout the country with a variety of business models, tenure and stages of business production, growth and maturity. This advocate community provides a formal opportunity to share experiences, feedback, and support with peers.

 

 

Claremont Financial Services and LPL Financial are separate entities.