One of Traverse City's leading financial advisors has just been listed as a top LPL financial advisor as well.
Brian Ursu of
Veritas Investment Management in Traverse City was named to the LPL Financial Patriot's Club, which is based on a ranking of affiliated advisors from independent broker-dealer LPL Financial.
The distinction goes to less than 10 percent of LPL financial advisors, of which there are more than 12,000 in the country.
"We congratulate Brian for achieving this prestigious recognition, which is based on how successful advisors are in growing their businesses by delivering services and solutions to their clients," says Bill Dwyer, president of national sales and marketing for LPL Financial. "We believe members of the Patriot's Club are among the premier financial advisors in our industry. They serve as trusted resources and counselors for their clients and their communities."
Ursu has more than 250 Traverse city-area clients and is affiliated with LPL Financial, which is a leading financial services company with headquarters in Boston, Charlotte and San Diego.. He provides independent financial planning services, investment advice, and asset management services.
Writer: Sam Eggleston
Source: Bill Dwyer, LPL Financial
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