SOURCE: Romero & Levin Wealth Management, Inc.

August 27, 2014 13:47 ET

Melissa & Greg Levin Attend the 2014 LPL Financial Insurance Champions Conference

SANTA ANA, CA--(Marketwired - Aug 27, 2014) - Melissa & Greg Levin from Romero & Levin Wealth Management, Inc. recently attended the LPL Financial 2014 Insurance Champions conference, an event for the "top 40" advisors of LPL Insurance Associates, which is an affiliate of LPL Financial LLC, the nation's largest independent broker/dealer, an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA).

The LPL Insurance Champions conference, held May 20-23, 2014 at the Charleston Place Hotel in Charleston, SC, provided a unique opportunity for LPL Financial's premier life insurance producers to network and share ideas with like-minded peers. The conference also gave advisors the opportunity to expand their sales skills by attending sessions with [or "presented by"] top industry experts.

"We congratulate the Levins for achieving Insurance Champion status within LPL Financial," said Brad Hearn, executive vice president of LPL Insurance Associates. "The top 40 life insurance producers, as recognized by LPL Financial, serve as trusted partners for their clients and their communities and we salute the excellent service they have provided."

"It is truly an honor to be recognized as a top life insurance producer at LPL Financial and to be invited to this prestigious gathering," said Melissa Levin. "Events like the Insurance Champions conference provide invaluable insight and help me continue to develop the breadth and depth of my services."

The LPL Insurance Champions conference is held annually for the top 40 life insurance producers based on advisor production during the previous year. LPL Insurance Associates is a life insurance agency dedicated exclusively to LPL Financial advisors in both its independent and institutional business channels. 

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 13,700 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. For more information, please visit Securities and advisory services offered through LPL Financial. A registered investment advisor, member FINRA/SIPC

Contact Information

  • LPL Financial
    (888) 250-2420