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Brian Oettinger named to the LPL Ambassador Council

Brian Oettinger named to the LPL Ambassador Council

| May 14, 2024

FOR IMMEDIATE RELEASE

 

Contact:

Anna Squire

240-283-7879

ASquire@VintageFP.com


Brian Oettinger named to the LPL Ambassador Council

Rockville, Maryland — May 1st, 2024 — Brian Oettinger from Vintage Financial Partners, with multiple locations based in the Metro Washington DC area, announces that he has been named by LPL Financial as a new member of the LPL Ambassador Council Program. Brian is one of 60 members selected from among nearly 23,000 LPL advisors and institution leaders nationwide for one of three councils designated by the members’ affiliation with LPL. The Ambassador Council serves as a voice for LPL’s broader advisor base and helps deepen relationships with a diverse cross-section of highly dedicated financial professionals. These earnest and respected individuals serve as valuable and well-informed extended community advocates for LPL. Ambassador Council members are important assets to LPL, closely connected to LPL’s strategic roadmap and key executives – sharing their industry experience, offering beneficial feedback, and supporting 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 media relations opportunities and other communications, events, and initiatives, as well as connecting with LPL colleagues on an ongoing basis to ensure their perspectives are brought forward.

 

About Vintage Financial Partners

The professionals at Vintage offer comprehensive financial planning and investment strategies. We guide our clients in making informed financial decisions that positively impact their lives and the world in which they live. Our team works with clients from different backgrounds, including families, business owners, and individuals with over half a billion dollars in assets under management. We believe that all aspects of your life, including your financial life, can be aligned with your values.

 

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving nearly 23,000 financial advisors, including advisors at approximately 1,100 institutions and at approximately 570 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions so they can take care of their clients.

 

Vintage Financial Partners and LPL Financial are separate entities.

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States.

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 represent a cross-section of LPL-associated financial advisors and institution leaders throughout the country with various 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.

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