Santa Barbara, California – February 23, 2016 – Kevin Bourke, an independent financial advisor affiliated with LPL Financial at Bourke Wealth Management in Santa Barbara, California, announced today that he was recognized as a top financial advisor and named to LPL’s Patriot’s Club. This premier honor is awarded to less than 10% of the firm’s approximately 14,000 advisors nationwide.
“Patriot’s club advisors exemplify leadership in the financial industry and in their communities,” said Any Kalbaugh, managing director and divisional president, LPL Business Consulting and Relationship Management. “We congratulate Kevin on this distinct achievement, which represents not only an elite level of success, but a commitment to superior service and to helping clients prosper and pursue their financial goals.”
Kevin Bourke is affiliated with LPL and provides access to independent financial planning services, investment advice and asset management services to clients in the Santa Barbara area.
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 currently serves $462 billion in advisory and brokerage assets. 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 $115 billion in retirement plan assets, as of September 30, 2015. LPL also supports approximately 4,300 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have 3,413 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
