There are five roles on the career path to becoming a financial planner: analyst, associate advisor, service advisor, lead advisor and partner, according to the CFP Board.
Steve Melen said his business approach was profoundly affected by his personal trials, including fighting back and overcoming a diagnosis of terminal stomach cancer in 2008.
As part of the partnership, LPL’s 16,000 advisors can access the company’s planning tools at a discounted price.
The majority of clients are OK with the idea of connecting with their financial advisor on social media.