PITTSFIELD, Mass. — David Milligan, an independent LPL Financial advisor and President of Balance Rock Investment Group, announced his inclusion in LPL's Chairman's Club.
This is presented to less than 5 percent of the firm's more than 17,000 financial advisors nationwide.
"On behalf of LPL, I congratulate Dave on reaching this milestone in their professional career," said Angela Xavier, LPL executive vice president, Independent Advisor Services. "Business owners, American investors and industries at large faced extraordinary challenges throughout 2020. In the advisor-mediated financial advice market, investors showed how much value they place on a trusting relationship with a financial advisor. We applaud Dave for his commitment to clients and resiliency as a business owner, and we are inspired by his dedication to making a meaningful impact in the lives of his clients. It is an honor to support Dave and wish his entire team continued success as they continue to add value for clients and in their business in the years ahead."
Balance Rock Investment Group includes two financial advisors and four support staff that provide an array of financial products and services that best serve their clients' needs, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities, and more. Milligan is affiliated with LPL Financial, the nation's largest independent broker-dealer.
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