LPL Financial and Market Research, Marc Freedman, Press
August 02, 2017

Marc Freedman Leads Session at LPL Financial National Conference By Financial Planning Magazine


Peabody, Mass. — Marc Freedman, CFP®, president of Freedman Financial, recently attended LPL Financial’s Focus 2017, one of the financial industry’s premier events and the largest annual conference hosted by LPL, a leading retail investment advisory firm and the nation’s largest independent broker-dealer*. Freedman joined a select group of LPL financial advisors invited to present to their peers at the conference, which was held in Boston.

In Freedman’s, “Delivering World Class Financial Advice,” he shared his strategies for turning ordinary skills into extraordinary advice as well as techniques for building lifelong relationships with clients.

More than 3,000 financial services industry professionals from around the country gathered at Focus to learn new strategies and skills, expand knowledge in numerous product areas, network with peers and industry experts, and discuss relevant opportunities and challenges facing the financial services industry.

“At Freedman Financial, we have deep roots in the community, and we pride ourselves on delivering personal, comprehensive advice, tailor made for each client,” said Freedman. “At Focus 2017, I presented our approach of leading with advice – not with investments – which is a focused approach to providing exceptional service and value to clients.”

Freedman has been providing financial services to clients in the North Shore area for 26 years. Freedman provides a range of services in three primary areas: personal financial planning, wealth management and life planning.

Freedman is an LPL Financial 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.

* Based on total revenues, Financial Planning magazine June 1996-2017

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 $540 billion in brokerage and advisory assets as of May 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 1996-2017), 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 and compliance 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. As of March 31, 2017, financial advisors associated with LPL served more than 4 million client accounts across the U.S. as well as an estimated 46,000 retirement plans with an estimated $135 billion in retirement plan assets. 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

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