Albany, GA – May 14, 2013 – LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), congratulated Robert “Bucky” Leach of HeritageBank of the South’s Investment Center in Albany, Georgia for being selected to the Bank Investment Consultant 2013 Top Program Managers list. The list is published by Bank Investment Consultant, a leading financial services industry magazine. The investment program at HeritageBank of the South is associated with LPL Financial Institution Services.
Only a select group of bank and credit union investment program managers were recipients of this prestigious recognition. The list recognizes the managers of the most productive bank and credit union-based advisors on the basis of growth in team production; growth in team assets; average production per advisor; number of financial advisors the program manager oversees; and the number of licensed branch employees under the supervision of the program manager.
“We enthusiastically congratulate Bucky Leach on this important industry recognition,” said Andy Kalbaugh, Managing Director and Head of Institution Services for LPL Financial. “Bucky’s hard work, commitment to excellence and unwavering focus on client service has distinguished him as a leader in our industry. We are proud to serve as an empowering partner to the investment program at HeritageBank of the South and to support Bucky’s ongoing success.”
“I am deeply honored to be recognized among the 2013 Top 20 Program Managers by Bank Investment Consultant magazine,” said Mr. Leach. “The investment program at HeritageBank of the South is totally committed to helping our clients achieve their financial goals, and we look forward to continuing to provide the objective, unbiased advice and outstanding service that our clients expect. We are sincerely grateful to our clients and to LPL Financial for their ongoing support.”
The full BIC Top 20 Program Managers list can be found online at BIC Top 20 Program Managers of 2013.