Hickok & Boardman Retirement Solutions, today announced Daniel M. Boardman CFP®, AIF was recognized as a top retirement plan advisor* by LPL Financial. This distinction is based on a ranking of all registered advisors supported by LPL Financial LLC (“LPL Financial”), the nation’s largest independent broker/dealer, and is awarded to less than 1% of the firm’s approximately 13,800 advisors nationwide. “We congratulate Dan Boardman for this remarkable achievement, which signifies excellence and a proven ability to deliver innovative retirement plan services and solutions,” said Dave Reich, executive vice president and head of LPL Retirement Partners, the retirement plan-focused division of LPL Financial. “This select group of top producers is without a doubt among the premier retirement plan advisors in our industry. They serve as trusted resources and counselors for their clients and their communities.” Dan Boardman is affiliated with LPL Financial and provides access to retirement plan advisory services to over 60 clients in the New England area. Each quarter, the top 10 retirement plan advisors are recognized for their performance in the following categories: Number of new plans, total revenue for the quarter and total revenue year-to-date. Number of plans and revenue rankings are based solely on business done under the LPL Financial Retirement Plan Consulting Program.
Hickok & Boardman Retirement Solutions is a team of investment advisor representatives who work exclusively with retirement plans and their participants. Their financial wellness program is cutting-edge and inspires employees to achieve financial success. 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 13,800 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 $78 billion in retail assets served as of June 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 3,374 employees with primary offices in Boston, Charlotte, and San Diego.