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Local Voices

Tim Russell Attends LPL Focus 13 National Conference

Marin County, CA -- August 28, 2013 Tim Russell, an independent financial advisor at Valley Oak Wealth Management, recently attended focus13, a leading financial services industry conference hosted by LPL Financial, the nation’s number one independent broker-dealer.* Held in San Diego, August 18 to 21, focus13 was one of the industry’s premier sales and education events for financial professionals. More than 5,700 total attendees from around the country assembled to learn new strategies and skills, expand knowledge in numerous product areas, and network with peers and industry experts. They also heard from influential speakers who addressed current events and financial industry trends. The speakers included Zanny Minton-Beddoes, economic editor of The Economist; Eric Whitacre, Grammy-winning composer, and conductor and creator of the Virtual Choir; and General Colin Powell, one of the most revered Americans of the last quarter century. “Attending focus13 provided an exceptional opportunity for me to attend a number of business sessions, technology training sessions and continuing education classes to stay well-informed of financial trends and industry best practices,” says Russell. “Most importantly, I also discovered strategies to continually improve my communication and engagement with my clients.” Located in John W. Atherton’s ranch-house built in 1890, Valley Oak Wealth Management is located on Redwood Boulevard near Atheron Drive in Novato. Tim and his team seek to provide access to the best available investment advice, retirement planning and asset management services in the industry. For more information and a free subscription to his Weekly Wealth Report, visit www.Valleyoakwm.com About LPL Financial LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc., is the nation's largest independent broker-dealer,* a top RIA custodian** and a leading independent consultant to retirement plans. LPL Financial offers integrated technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,300 financial advisors and approximately 700 financial institutions. In addition, LPL Financial provides technology and clearing support to more than 4,000 financial professionals associated with other financial services companies. LPL Financial and its affiliates have approximately 3,050 employees with headquarters in Boston, Charlotte and San Diego. For more information, please visit www.lpl.com. Member FINRA/SIPC *As reported by Financial Planning magazine, June 1996–2013, based on total revenue. ** Cerulli Associates: RIA Service Agent Survey, Q1 2013. Tim is available for comment or interview.

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