Tara Gregoire
Receives Degree
From the AdminU
Program at LPL Financial
“We
congratulate Tara Gregoire for achieving this recognition and for her
dedication to continuing education,” said Derek Bruton, Managing Director
and National Sales Manager for LPL Financial, the nation’s largest independent broker/dealer* and the business that
developed and administers the AdminU program. “AdminU helps firms like Cornerstone Wealth Management Partners, PC elevate
its operational efficiency and enhance its client service by providing team members with in-depth education and
training to advance their professional knowledge and skills.”
LPL Financial, a
wholly owned subsidiary of LPL Investment Holdings Inc., is an independent
broker-dealer. LPL Financial and its affiliates offer proprietary technology,
comprehensive clearing and compliance services, practice management programs
and training, and independent research to more than 13,000 financial advisors
and approximately 685 financial institutions. Additionally, LPL Financial
supports more than 4,000 financial advisors who are affiliated and licensed
with insurance companies with customized clearing, advisory platforms and
technology solutions. LPL Financial and its affiliates have approximately 2,900
employees with employees and offices in Boston, Charlotte and San
Diego. For more information, please visit www.lpl.com.
Investment
products and services available only to residents of: AK, AZ, CA, CO, ID, MT,
NJ, NM, OK, OR, SC, TX, UT, WA.
Fee-based investment advisory services available only to residents of: AK, AZ, CA, CO, ID, MT, NJ, NM, OK, OR, SC, TX, UT, WA.
We are licensed to sell insurance products in the following states of: AK, AZ, CA, CO, ID, MT, NJ, NM, OK, OR, SC, TX, UT, WA.
Fee-based investment advisory services available only to residents of: AK, AZ, CA, CO, ID, MT, NJ, NM, OK, OR, SC, TX, UT, WA.
We are licensed to sell insurance products in the following states of: AK, AZ, CA, CO, ID, MT, NJ, NM, OK, OR, SC, TX, UT, WA.
* Tracking #1-024474
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