The three-day conference focused on different strategies in mitigating risk in investment portfolios by utilizing insurance and annuity products.
Robert Pettman, senior vice president, Investment and Planning Solutions at LPL Financial, said, “Our primary goal for this symposium is to showcase the tremendous diversity of annuity and insurance solutions available to our investment advisors at LPL Financial.”
During several breakout sessions, attendees learned valuable information about insurance products including, fixed, variable, and indexed annuities, long-term care and estate planning.
In addition, Jones was giving 24 hours of continuing education credits, which helps LPL Financial advisors stay current on changes in the industry.
Jones, who has been affiliated with LPL Financial for more than 22 years, provides independent financial planning services, investment advice and asset management services to more than 400 clients in the Southeast Tennessee region.
He opened the very first-full service brokerage office in Cleveland in February 1981.
Headquartered in Boston, Charlotte and San Diego, LPL Financial and its affiliates offer industry-leading support to more than 13,500 financial advisors and over 700 financial institutions that, in turn, provide independent financial advice to millions of Americans.
LPL Financial is rated as the No. 1 independent broker-dealer in the United States.
Jones can be reached in the local office at 4033 Keith St. N.W. by stopping by or by calling at 790-7880 or toll free, 1-866-256-0188. His e-mail address is Kenneth.jones@LPL. com.