2008-09-04 23:52:01 -
www.atsfinancial.com - Clearpoint Agency, Inc., for ATS Bonnie Shaw, 858-724-2500 Bonnie@clearpointagency.com Sandeep Varma, an LPL financial advisor with wealth management firm Advanced Trustees Strategies (ATS) and author of the book The 7 Biggest Mistakes Trustees Make...And How to Avoid Them, has been named one of the "Top 100 Independent Financial Advisors in America" by Registered Rep. magazine, a monthly trade publication. The ranking was based on the 100 largest advisors in the independent broker/dealer world by assets under management. This year's August issue marked the second year of the list, and cited Sandeep Varma as number 60.
"LPL Financial is incredibly proud of the 30 advisors named in the ranking - which is more than any other broker/dealer," said
Bill Dwyer, president of LPL Financial Independent Advisor Services. "The assets under management in our independent network have grown 38 percent in the past year, which underscores the strength of our network and the value individual investors place in working with independent advisors."
At ATS, Varma manages or provides estate planning and wealth management. Varma credits ATS's growth on the firm's focus on multigenerational planning and client education. ATS will present its signature workshop The 7 Biggest Mistakes Trustees Often Make at locations throughout the Bay Area on dates throughout September. For a complete schedule visit - www.atsfinancial.com/Seminars/seminar_schedule.php.
"This is an honor and substantiates our approach to estate planning," said Varma. "For more than 18 years we've been using a unique team approach, a focus on multigenerational planning and advanced strategies to help families manage and pass on their wealth. Nothing makes us happier than when we help our clients achieve the confidence that comes with a smart approach to wealth management."
Registered Rep. is a magazine for the retail investment professional, serving more than 125,000 brokers, financial advisors and financial planners with award-winning coverage of industry trends, news, and products and innovations. It covers issues facing the profession - from new products to regulatory changes and practice-management topics.
About LPL Financial
LPL Financial is one of the nation's leading financial services companies and largest independent broker/dealer(1). Headquartered in Boston, San Diego, and Charlotte, LPL Financial and its affiliates offer industry-leading technology, training, service, and unbiased research to 11,422 financial advisors, 752 financial institutions, and over 4,000 institutional clearing and technology subscribers. LPL Financial has $275 billion in assets under management as of June 30, 2008.
LPL Financial and its nearly 3,000 employees serve financial advisors through Independent Advisor Services, supporting financial advisors at all career stages; Institution Services, focusing on the needs of advisors and program managers in banks and credit unions; and Custom Clearing Services, working with broker/dealers at leading financial services companies. In 2008, LPL Financial celebrates its fortieth year of helping financial advisors deliver quality investment advice.
For additional information about LPL Financial, visit www.lpl.com.
About Advanced Trustee Strategies (ATS)
ATS is dedicated to helping people implement advanced strategies to most effectively manage and pass on their wealth. We are committed to education and offer a wide range of seminars, workshops and presentations including our signature workshop "The Seven Biggest Mistakes Trustees Make". ATS employs a team approach, working with trusted estate planning attorneys, accountants and a service-focused team of advisors to develop the most appropriate strategies for individuals and families.
ATS Financial consultants are affiliated with LPL Financial, the nation's largest, independent Broker Dealer with headquarters in Boston and San Diego. We do not sell any proprietary products or investments. Our independence means that we are able to access impartial research and offer unbiased advice and the best possible investment products and services available. ATS is located in San Diego and works with clients throughout California and the rest of the country. For more information: www.atsfinancial.com
Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor.
Member FINRA/SIPC
(1) As reported in Financial Planning magazine, June 1996-2008, based on total revenue
ΒΆ Prestigious Registered Rep. Magazine Ranks Independent Financial
Advisors by Assets Under Management
