Kristen is proud to be one of LPL’s more than 14,000 LPL advisors registered nationwide.
OLYMPIA, WA, September 13, 2017 /24-7PressRelease/ — Kristen Fourtner, an independent LPL financial advisor at Financial Advocates was recognized at LPL’s Annual Conference, FOCUS, as Dan Arnold shared her story as an example of providing phenomenal customer service. Kristen is proud to be one of LPL’s more than 14,000 LPL advisors registered nationwide.
“Customer Service is important in any business, and so critical in the financial industry. Financial Advocates applauds Kristen for setting the bar high in her commitment to delivering a superior level customer service to her clients,” said Gary Campbell, Chairman/CEO, Financial Advocates. “We are proud to support Kristen and wish her continued success.”
Fourtner has been providing financial services to clients in Thurston County for 12 years. Kristen provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.
Fourtner is an LPL Financial-affiliated advisor. LPL is a leader in the retail financial advice market and provides resources, tools and technology that support advisors in the delivery of personal, objective financial advice.
About Financial Advocates
Financial Advocates, LLC (FA) provides servant leadership in the financial advice market and serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. Established over 20 years ago, FA now serves approximately $9.6 billion in total assets, as follows: $2.6 billion in assets managed through the registered investment advisor, Financial Advocates Investment Management (FAIM), up 37% YTD; $1.2BB in assets managed through the Registered Investment Advisory subsidiary to LPL Financial (LPL), up 16% YTD; $3.3BB in brokerage assets served through LPL, up over 20% YTD; and approximately $2BB in 401(k) assets advised. FA’s experienced and diverse staff delivers intensive support to advisors as they transition to an Independent Broker-Dealer, a Hybrid RIA, or a RIA to achieve pure independence. Advisors then enjoy concierge-level service in business development, regulatory compliance oversight, operations, IT, marketing and investment management. FA provides services to more than 200 independent financial advisors, 12 banks and credit unions, and more than 100 support staff.
Financial Advocates and its affiliates have 27 home office employees with office locations in Olympia, WA and Tacoma, WA. For more information, please visit www.financialadvocates.com
About LPL Financial
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products of engage in investment banking activities; this means advisors affiliated with LPL are not pressure of influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to reply on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information on LPL Financial, visit www.lpl.com
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, a registered investment advisor. Financial Advocates Investment Management, Financial Advocates, and LPL Financial are separate entities.
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