Santa Barbara, California – April 6, 2015 – Kevin Bourke, an independent financial advisor affiliated with LPL Financial at Bourke Wealth Management in Santa Barbara, today announced 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, and is based on the advisor’s annual production ranked among all registered advisors supported by LPL.
“We congratulate Kevin Bourke on this achievement, which exemplifies excellence in the financial services industry. This award reflects Kevin’s commitment to his clients in delivering objective financial advice and strategies to help them pursue their life’s financial goals,” said William Morrissey, managing director, LPL Independent Advisor Services. “Patriot’s Club advisors represent the highest level of service that a financial advisor can provide to his clients and their communities.”
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 financial advice market and serves $465 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,900 independent financial advisors and more than 700 banks and credit unions. LPL Financial is the nation’s largest independent broker-dealer since 1996 (*based on total revenues, Financial Planning magazine, June 1996-2014), is one of the fastest growing RIA custodians with $84 billion in retail assets served, as of September 30, 2014, and acts as an independent consultant to more than 40,000 retirement plans with approximately $110 billion in retirement plan assets served. In addition, LPL Financial supports approximately 4,400 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have 3,397 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.