Skip to content

Ashleigh McFarlin, CFP Presents at LPL Financial Focus Conference

Contact:
Ashleigh McFarlin, CFP®
603-542-2696
a.mcfarlin@claremontfinancialservices.com
 
Ashleigh McFarlin, CFP® PRESENTS AT LPL FINANCIAL
FOCUS CONFERENCE
 
Claremont — July 25, 2022 — Ashleigh McFarlin, CFP®, LPL Investment Advisor Representative, Claremont Financial Services, recently attended LPL Financial’s Focus 2022 conference, one of the independent financial advice industry’s premier events and the largest annual conference hosted by LPL. McFarlin joined a select group of LPL Financial Institution Program Managers invited to present at the conference, which was held this year in Denver.
 
In McFarlin’s session, “Utilizing LPL Marketing Resources to Increase Your Client Outreach”, she shared convenient and innovative marketing resources to help other LPL advisors build their brand and relationships with clients and prospects. 
 
Throughout the four-day-long conference, financial professionals, institutional clients, sponsors and employees gained valuable insights and best practices from firm executives and other thought leaders. The event annually showcases the latest resources, technology and capabilities to help LPL advisors and institutional partners deliver a better client experience.
 
“I was thrilled to be able to present at the Focus Conference this year,” said McFarlin. “The value of LPL’s flagship event is immeasurable because it connects its community of financial professionals with top experts in the industry and arms them with the latest technologies and tools they need to operate more efficiently. Everything we do at Claremont Financial Services is centered on enhancing the value we provide our clients, and this conference gives us access to the practices needed to do exactly that.”
 
McFarlin is a CERTIFIED FINANCIAL PLANNER™.  She enjoys helping clients plan for and navigate through all the stages that life brings.
 
LPL is the nation’s largest independent broker-dealer* and a leader in the retail financial advice market, supporting more than 20,000 financial professionals, 1,000 institution-based investment programs and 450 independent RIA firms nationwide with services, support, and resources.
 
 
 
About Claremont Financial Services 
After years in the business, Claremont Financial Services has developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. They have a commitment to community.
 
 
 
About LPL Financial 
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,** supporting over 20,000 financial advisors, and approximately 1,000 institution-based investment programs and approximately 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. 
 
**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States. 
 
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Claremont Savings Bank and Claremont Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Claremont Financial Services, and may also be employees of Claremont Savings Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Claremont Savings Bank or Claremont Financial Services. Securities and insurance offered through LPL or its affiliates are:
 
Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed
Not Bank Deposits or Obligations   May Lose Value
  
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 LLC. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website. 
 
Claremont Financial Services and LPL Financial are separate entities. 
 
Connect with Us! 
 

Scroll To Top