Jon Locklear Recognized as One of LPL Financial's Top Financial Advisors
Feb. 2, 2022
Tampa, Florida - Feb. 2, 2022 – BT Wealth Advisors today announced the inclusion of Jon Locklear, CFP®, CAP®, an independent LPL Financial advisor, in LPL’s Director’s Club. With more than 19,000 LPL-affiliated advisors nationwide, LPL awards this distinction to select advisors based on their business success*.
“I congratulate Jon on behalf of LPL,” said Shawn Mihal, LPL executive vice president, Institution Services Relationship Management. “We are inspired by his dedication to clients and strong commitment to helping them work toward their financial goals. It is an honor to support Jon with robust resources, integrated capabilities and differentiated service experiences designed to help him run a thriving practice. We wish Jon and his entire team continued success as they create meaningful impact in the lives of their clients in the years ahead.”
Locklear provides a full range of financial services, including retirement and financial planning, and individual money management. Locklear is affiliated with LPL Financial, a leading wealth management firm. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
About BT Wealth Advisors
BT Wealth Advisors is the wealth management division of The Bank of Tampa. BT Wealth Advisors offer personal and customizable strategies geared to fit clients’ unique needs. BT Wealth Advisors services include investment management, estate planning guidance, education planning, insurance services, retirement planning and tax strategies. The advisors at BT Wealth Advisors collectively advise on more than $624 million in assets. To learn more, visit www.thebankoftampa.com/wealth.
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 more than 19,000 financial advisors, 800 institution-based investment programs and 450 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 June 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 as of June 2021
*Achievement is based on top <15 / 23>% of annual production among LPL Advisors only.
Throughout this communication, the terms “financial advisors” and “advisors” include registered representatives and/or investment adviser representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment adviser.
SECURITIES AND ADVISORY SERVICES OFFERED THROUGH LPL FINANCIAL, A REGISTERED INVESTMENT ADVISOR, MEMBER FINRA/SIPC. INSURANCE PRODUCTS OFFERED THROUGH LPL FINANCIAL OR ITS LICENSED AFFILIATES.
The investment products sold through LPL Financial are not insured Bank of Tampa deposits and are not FDIC insured. These products are not obligations of the Bank of Tampa and are not endorsed, recommended or guaranteed by the Bank of Tampa or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
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