Houston, Texas Apr 24, 2023 (Issuewire.com) - Dr. Anthony L. Williams, DBA, MBA from Galene Financial, based in Houston, TX, attended the LPL Financial (LPL) semi-annual Ambassador Council meeting in San Diego, CA. Dr. Anthony Williams and peer members affiliated similarly with LPL collaborated with key LPL executives and leaders. Discussion topics included LPL and business model strategy, products and workflows, service, events and recognition, marketing, and additional business model-specific subjects. Dr. Anthony Williams attended as one of 60 council members selected from nearly 21,000 LPL advisors and institution leaders nationwide. The vision for LPL’s Ambassador Council program is to deepen relationships with a diverse cross-section of highly dedicated financial professionals. In bringing together these individuals, LPL creates a well-informed, extended advocate community. The program provides a formal opportunity for advisors and institution leaders to stay closely connected to LPL’s strategic roadmap and key executives, and to share their experience, feedback, and support with peers by affiliation type.
Council members serve a multi-year term and attend a series of in-person meetings during their tenure. They also contribute through year-round ad hoc participation supporting LPL communications, events, and initiatives, and by connecting with their LPL colleagues on an ongoing basis to ensure their perspectives are brought forward.
About Dr. Anthony L. Williams, DBA, MBA
Dr. Anthony L. Williams, an enrolled member of the Northern Arapaho Tribe, has been serving the investment needs of individuals, families, and businesses for almost two decades.
Anthony began his finance career in 1999, at a large nationally recognized financial services firm. Five years later he joined LPL Financial as an independent financial advisor and co-founded Galene Financial in 2014.
As an LPL Financial Advisor, he works closely with investors from all walks of life, to help them work toward their financial goals. Dr. Anthony has a long history of serving his clients and truly understands their unique financial needs. He believes in helping his clients use time-tested investment strategies to invest better, by managing risk and pursuing competitive returns on their investments in the short and long term.
Dr. Anthony considers himself a lifelong learner and has a passion for learning and sharing new ideas with others. He holds a Bachelor of Science degree, an MBA in Finance, and a Doctor of Business Administration in Finance.
About LPL Financial
LPL Financial Holdings Inc. (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†, serving more than 21,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 500 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated advice model and the belief that investors deserve access to personalized guidance from a financial advisor. We believe advisors should have the freedom to choose the business model, services, and technology they need and to manage their client relationships. 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 1996-2022); among third-party providers of brokerage services to banks and credit unions, No. 1 in AUM Growth from Financial Institutions; No. 1 in Market Share of AUM from Financial Institutions; No. 1 in Market Share of Revenue from Financial Institutions; No. 1 in Financial Institution Market Share; No. 1 in Share of Advisors (2021-2022 Kehrer Bielan Research and Consulting Annual TPM Report). Fortune 500 as of June 2021.
LPL Financial and its affiliated companies provide financial services only from the United States.
Securities and Advisory services are offered through LPL Financial LLC, an SEC-registered broker-dealer and investment advisor. Member FINRA/SIPC.
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.
We routinely disclose information that may be important to shareholders in the "Investor Relations" or "Press Releases" section of our website.
Ambassador Council members are a cross-section of LPL-associated financial advisors throughout the country with a variety of business models, tenure, and stages of business production, growth, and maturity. This advocate community provides a formal opportunity to share experiences, feedback, and support with peers.
Galene Financial and LPL Financial are separate entities.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: TX, CA, DC, MD, FL, VA
Securities and advisory services are offered through LPL Financial. Member FINRA/SIPC.
Media Contact
Galene Financial awilliams@galenefinancial.com 7134894322 520 Post Oak Blvd, Suite 780 http://www.galenefinancial.com
