|
Fremont Bank’s Adam Nieto and Susan Lyle Recognized as Top Financial Advisors by UVEST Financial Services
in 2009
FREMONT, California - February 24, 2010 - Adam Nieto and Susan Lyle, UVEST Financial Services advisors at Fremont Bank, today announced that they were both recognized as top advisors. UVEST Financial Services provides investment services to the customers of Fremont Bank. Nieto earned the UVEST’s Chairman’s Council distinction, while Lyle earned UVEST’s Patriot’s Club distinction and are awarded to less than two percent and less than ten percent, respectively, of the 12,027 advisors nationwide who work with UVEST Financial Services and its sister company, LPL Financial. These distinctions are based on a ranking of all registered advisors supported by LPL Financial.
“We congratulate Adam Nieto and Susan Lyle for achieving these prestigious distinctions, which are based on how successful financial advisors are in growing their businesses by delivering the services and solutions their clients need,” said Bill Dwyer, President of National Sales and Marketing for LPL Financial. “Members of the Chairman’s Council and Patriot’s Club are among the premier financial advisors in our industry. They serve as trusted resources and counselors for their clients and their communities.”
About Fremont Bank
Fremont Bank (www.fremontbank.com)
is the leading full-service community bank in Northern California.
Founded in 1964, Fremont Bank is one of the oldest independent family
owned and managed banks in the region and focuses on personalized
service for individuals and businesses. It serves communities through
23 branches and seven additional ATMs throughout the Greater Bay Area.
Exceptional client service is the cornerstone of Fremont Bank's business.
Accommodation of customer needs in a friendly, personal atmosphere
characterizes the bank's culture.
About UVEST Financial Services
UVEST is a leading provider of third-party brokerage services, offering investment and insurance programs to community and regional banks and credit unions across the nation. Headquartered in Charlotte, UVEST delivers customized solutions in a consultative environment to over 250 financial institutions in nearly 40 states. UVEST Financial Services is a wholly-owned subsidiary of LPL Holdings, Inc. and a sister company to LPL Financial, the nation’s largest independent broker-dealer*.
About LPL Financial
LPL Financial is one of the nation’s leading financial services companies, as well as the largest independent broker-dealer and provider of third-party investment services to banks and credit unions**. Headquartered in Boston, Charlotte, and San Diego, LPL Financial and its affiliates offer industry-leading support to over 750 financial institutions and approximately 12,000 financial advisors nationwide who, in turn, provide independent financial advice to millions of Americans.
* Based on total revenues, Financial Planning magazine, June 1996-2009
** Based on number of financial institutions served as reported in the 2010 Kenneth Kehrer study.
LPL Financial and UVEST Financial Services are members of FINRA/SIPC. |
