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CARR BURGOYNE LEADS SESSION AT LPL FINANCIAL NATIONAL CONFERENCE



HOUSTON — August 1st, 2015 — W. Carr Burgoyne Jr. from Symphony Financial, Ltd Co. recently attended LPL Financial’s Focus 2015, one of the financial industry’s premier events and the largest annual conference hosted by LPL, the nation’s largest independent broker-dealer*. Burgoyne was among a select group of top-tier LPL financial advisors invited to lead sessions at the conference, which was hosted in Boston from July 26 to 29.

In his session, “The Hybrid RIA World: Balancing Business Efficiency and the Client’s Experience,” Burgoyne spoke to advisors about his experiences with the reality of going to a hybrid model for his business and the importance of keeping clients as a top priority during the transition process.

Approximately 4,000 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 the most relevant opportunities and challenges facing the financial services industry.

“Attending LPL’s annual Focus conference provided a great opportunity to engage with industry leaders and peers and to share my unique perspective as the branch manager and founder of a hybrid RIA firm,” said Burgoyne. “It was exciting to discuss this rapidly growing business model with LPL advisors from across the country.”

*Based on total revenues, Financial Planning magazine, June 1996-2015
 
 
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A Securities offered through LPL Financial Member FINRA/SIPC.
Investment Advice and Advisory Service offered through Symphony Financial, Ltd. Co., a Registered Investment Advisor.
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