LPL Financial Recognizes Wayne Warner as its Longest Tenured Financial Advisor

FALLBROOK, Calif., April 5 /PRNewswire/ -- LPL Financial, the nation's largest independent broker-dealer, has recognized Wayne Warner, founder of Wayne Warner & Associates in Fallbrook, Calif., as the longest tenured financial advisor affiliated with LPL Financial.  Mr. Warner has partnered with LPL Financial for the past 39 years.

Mark Casady, Chairman and CEO of LPL Financial, and Bill Dwyer, President, National Sales and Marketing, recognized Mr. Warner at a recent LPL Financial top advisors conference in Phoenix, Arizona by presenting the industry veteran with a framed Declaration of Independence in front of fellow leading LPL Financial advisors.

At this special event, Mr. Warner was also recognized for being a member of the LPL Financial Chairman's Club.  This distinction is based on an annual gross production ranking of all registered advisors supported by LPL Financial, and is awarded to less than six percent of the firm's nearly 12,000 advisors nationwide.  

"We congratulate Wayne Warner for his longstanding commitment to his clients and for achieving this prestigious recognition, which is based on how successful advisors are in growing their businesses," said Bill Dwyer.  "Members of the Chairman's Club are among the premier financial advisors in our industry. They serve as trusted resources and counselors for their clients and their communities."

Mr. Warner said, "It is an honor to be the longest serving advisor with LPL Financial.  I have been providing independent financial advice and guidance since the 1960s and while some may consider me a 'dinosaur,' my clients consider the wealth and depth of experience I am able to provide, with the benefit of many decades of experience on my side, to be a blessing.

"From the Bear Market of the 1970s, to Black Monday in 1987, among many historic examples, I have been privileged to help my clients weather the broadest possible range of economic and market cycles in recent history.  These experiences have provided me with invaluable lessons and insight into building and managing financial programs for retail investors that can withstand a spectrum of potential economic conditions.  As wonderful as the past 39 years with LPL Financial have been, I look forward to many more years of doing what I love most:  Helping my clients make their life goals come true."

Mr. Warner's associate, Jayne M. Byrne, CFP®, was also recognized at the conference for being an advisor with LPL Financial for 30 years.

About Wayne Warner & Associates

Wayne Warner & Associates is an independent provider of comprehensive financial planning and investment services.  Founded in 1986, the firm is a Registered Investment Adviser (RIA) with the State of California, and was established with the goal of building financial stability and security for all of its clients.  Whether a client is in the "accumulation" phase of life or the "distribution" retirement stage, its team has the knowledge, skills and resources to help achieve and maintain financial independence.  

Wayne Warner & Associates develops and oversees financial programs for 250 families and has $85 million in assets under management.  For more information, please visit http://www.lpl.com/wwa.

About LPL Financial

LPL Financial is one of the nation's leading financial services companies and largest independent broker/dealer*.  Headquartered in Boston, Charlotte, and San Diego, LPL Financial and its affiliates offer industry-leading support to nearly 12,000 financial advisors and over 700 financial institutions who, in turn, provide independent financial advice to millions of Americans.

* Based on total revenues, Financial Planning magazine, June 1996-2009

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

Financial Planning is offered through Wayne Warner & Associates.  Tracking #626401

SOURCE LPL Financial

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