Gary L Deese Recognized by LPL Financial as a Top Financial Advisor
Gary L Deese Recognized by LPL Financial as a Top Financial Advisor
Lexington, SC —June 21, 2017 — Gary L Deese, an independent LPL Financial advisor at Crescent Financial Group, LLC in Lexington, today announced that he was recognized as a top LPL Financial advisor and named to LPL’s Chairman’s Club. This premier award is presented to less than 5% of the firm’s approximately 14,000 advisors nationwide.
“On behalf of LPL, I applaud Gary Deese for earning this distinction and thank him for the contributions he has made to his clients, LPL and the financial services industry,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “Gary’s success is reflective of the value he has created with his clients by delivering independent financial advice and a robust service offering to help them work toward their financial goals. We are proud to support Gary Deese and wish him continued success.”
Deese has been providing financial services to clients in Lexington and the Columbia area for 15 years. Deese provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities, life insurance, long term care insurance and more.
Deese is an LPL Financial-affiliated advisor. LPL is a leader in the retail financial advice market and provides resources, tools and technology that support advisors in the delivery of personal, objective financial advice.
About Crescent Financial Group, LLC
As financial planners, our mission is to provide experienced guidance and exceptional personalized service so you can gain confidence in your financial future. Crescent Financial Group focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. By building a lasting, personal relationship with you, we are able to help you anticipate and plan for the future.
About LPL Financial
LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and provided service to $509 billion in advisory and brokerage assets as of December 31, 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 1996-2017). 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 financial institutions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also serviced an estimated 46,000 retirement plans with an estimated $127 billion in retirement plan assets, as of December 31, 2016. LPL also supports approximately 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 3,200 employees with primary offices in Boston, Fort Mill, and San Diego. For more information, please visit www.lpl.com.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Crescent Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial.