Southbridge, MA, April 16, 2009 – Jason D. Main, an independent LPL Financial advisor and Vice President of Investment Services at Southbridge Savings Bank announced today he was named to the LPL Financial Patriot’s Club. This prestigious status is based on a production ranking of all registered advisors at LPL Financial at year end 2008, is reserved for top achievers and represents than 10% of the 11,887 LPL financial advisors that LPL Financial supports.**
SSB Investment Services, located at Southbridge Savings Bank, provides conflict-free financial planning services, investment advice and asset management services to over 300 clients in the tri-community area.
“The Patriot’s Club advisors are among the premier independent financial advisors in the industry,” said Bill Dwyer, president of LPL Financial Independent Advisor Services. “They serve as trusted resources and counselors for their clients and their communities, particularly in an economically challenging environment.”
About Firm
SSB Investment Services, located in Southbridge, MA, was established in 2000. SSB Investment Services, conveniently located inside Southbridge Savings Bank, provides you with a one-stop shop for all your financial needs. By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, SSB Investment Services maintains a constant commitment to putting service first.
About LPL Financial
LPL Financial is one of the nation’s leading financial services companies and largest independent broker/dealer*. Headquartered in Boston, San Diego, and Charlotte, LPL Financial and its affiliates offer industry-leading technology, training, service, and unbiased research to 11,887 financial advisors, 767 financial institutions, and over 4,000 institutional clearing and technology subscribers. LPL Financial has $224 billion in assets under management as of November 30, 2008.
LPL Financial and its nearly 3,000 employees serve financial advisors through Independent Advisor Services, supporting financial advisors at all career stages; Institution Services, focusing on the needs of advisors and program managers in banks and credit unions; and Custom Clearing Services, working with broker/dealers at leading financial services companies.
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June 1996-2008.
** As of October 31, 2008