BATON ROUGE, La., June 16, 2016 /PRNewswire/ -- Business First Bank announced today that Scott P. Klor, Wealth Advisor, attended LPL Financial's Private Wealth Symposium, held May 2–4, 2016, at St. Regis Monarch Beach in Dana Point, CA.
This invitation-only symposium brought together LPL's finest advisors serving affluent families and institutional clients to participate in a focused curriculum addressing advanced planning, practice management and investment topics specific to this client segment.
Gary Carrai, Senior Vice President, LPL Private Client, said: "We congratulate Scott Klor on his selection to represent Business First Wealth Solutions Group at this exclusive event. The goal of the Private Wealth Symposium is to truly challenge our best advisors to strengthen and grow their practices by featuring an agenda which focuses on how to effectively market to, win, and serve today's high-net-worth investors."
Scott P. Klor, Wealth Advisor at Business First Bank's Wealth Solutions Group, said: "The Private Wealth Symposium provided an outstanding mix of high-caliber general sessions and purposefully curated breakout sessions, discussing the tools and tactics that will help to most effectively serve our clients' needs. Additionally, the ability to connect and interact with other advisors and LPL home office leaders made it an amazing experience. The knowledge we gained at this gathering from industry-leader experts will certainly empower our team to better serve our clients."
Business First Wealth Solutions Group offers securities and advisory services via LPL Financial, member FINRA/SIPC. Insurance offered through LPL Financial or its licensed affiliates. The Investment products sold through LPL Financial are not Business First Bank deposits and are not FDIC insured. These products are not obligations of Business First Bank and are not endorsed, recommended or guaranteed by Business First Bank or any government agency. The value may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Business First Bank and Business First Wealth Solutions Group are separate entities from LPL Financial (with whom they have an established contract to offer securities and insurance to the public) and are not registered broker/dealers.
About Business First Wealth Solutions Group
Business First Wealth Solutions Group, a subsidiary of Business First Bank, strives to provide their clients with the highest standard of personal service by understanding and supporting their unique objectives and financial goals. With our experienced team's ability to harness a national footprint of professionals and resources of LPL Financial, we utilize a wide range of financial products and innovative solutions. Providing transparent direction with solutions for retirement income, investment management, executive compensation, qualified plans, legacy and estate planning.
About Business First Bank
Business First Bank operates 18 offices, including 16 banking centers, one loan production office and an additional stand-alone wealth solutions office in seven markets across Louisiana. Business First Bank provides commercial and personal banking, treasury management and wealth solutions services to private businesses and their owners, operators, executives and employees. It was chosen as one of American Banker magazine's Top 40 Banks to Work For in 2014. Business First Bank was also chosen as one of Baton Rouge Business Report's Top Companies to Work For in 2014 and 2015.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is a leader in the retail financial advice market and served $460 billion in advisory and brokerage assets as of February 29, 2016. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996–2015). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also service an estimated 40,000 retirement plans with an estimated $118 billion in retirement plan assets, as of December 31, 2015. LPL also supports more than 4,000 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,400 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/scott-p-klor-attends-prestigious-lpl-financial-private-wealth-symposium-300286246.html
SOURCE Business First Bank