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May 16, 2017

Albert Cavazos Attends LPL Financial Private Wealth Symposium




Contact: Albert Cavazos at 210-231-0456 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it




San Antonio, Texas — May 15, 2017 — Alberto Cavazos, CFA, an independent financial advisor at AC Financial/Falcon International Bank in San Antonio, Texas, recently attended LPL Financial’s Private Wealth Symposium, an invitation-only conference tailored to LPL advisors who support high-net-worth (HNW) clients.

The two-day symposium gathered over 270 LPL advisors, LPL executives and industry leaders for discussions on HNW trends and strategies in the context of today’s financial advice landscape.

“I believe it is essential to remain engaged with thought leaders to deepen the level of service and expertise I can offer my clients,” said Alberto Cavazos. “LPL’s Private Wealth Symposium provided a forum to network and exchange best practices with other advisors, as well as the opportunity to hear from industry experts on investment strategies that can support the complex and specialized needs of my clients.”

Cavazos has been providing independent financial planning services to clients in the South Texas for over 26 years. Cavazos provides a full range of professional investment management and planning services for institutional and private clients.

Cavazos is an LPL Financial-affiliated advisor. LPL is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. LPL provides resources, tools and technology that support advisors in the delivery of personal, objective financial advice and also offers a specialized team, research and technology resources to support advisors working with HNW clients.

* As reported by Financial Planning magazine, June 1996-2016, based on total revenue.

About LPL Financial

LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is a leader in the retail financial advice market and provided service to approximately $530 billion in brokerage and advisory assets as of March 31, 2017. LPL is one of the fastest growing RIA custodians and the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016), and the firm and its financial advisors were ranked No. 1 in net customer loyalty in a 2016 Cogent Reports™ study. The Company provides proprietary technology, comprehensive clearing services, practice management programs and training, and independent research to more than 14,000 financial advisors and over 700 financial institutions, enabling them to provide a range of financial services including wealth management, retirement planning, financial planning and other investment services to help their clients turn life's aspirations into financial realities. Financial advisors associated with LPL also serviced an estimated 46,000 retirement plans with an estimated $135 billion in retirement plan assets, as of March 31, 2017. Additionally, LPL supports approximately 3,900 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,300 employees with primary offices in Boston, Charlotte, and San Diego. For more information, visit www.lpl.com.