Local Financial Advisor’s Guy Swain, CFP®,CLU, ChFC and Matthew D. Glova, CFP®, CLTC Attend Commonwealth Financial Network’s Annual Conference
Raleigh, North Carolina, December 2012 — Guy Swain, CFP®,CLU, ChFC and Matthew D. Glova, CFP®, CLTC of LifeTime Asset Management in Raleigh, NC, recently attended a national educational conference for independent financial advisors. Hosted by Commonwealth Financial Network® , the nation’s largest privately held independent broker/dealer, the sold-out event drew more than 781 financial professionals from across the nation. Participants gathered in San Antonio, Texas, November 2–5, 2012, where they heard from industry experts, networked with colleagues, and examined opportunities and challenges in the current market in an effort to provide continued leadership to investors.
The conference theme, State of Independence, encouraged attendees to channel their own independent spirit as inspiration to explore new terrain in their practices and with their clients. James Carville and Mary Matalin, married political consultants who sit on opposite sides of the aisle, were the keynote speakers, offering a lively debate on the current political landscape. Brad McMillan, Commonwealth’s chief investment officer, presented an economic and market update.
The conference provided practical and tactical ways for advisors to enhance their businesses, including educational sessions on a range of topics from regulatory and compliance policies and investment strategies to business management and brand marketing.
“We’re proud to have an advisor of both Guy Swain, CFP®,CLU, ChFC and Matthew D. Glova, CFP®, CLTC caliber as a member of the Commonwealth community,” said Wayne Bloom, CEO of Commonwealth. “Their participation is representative of an ongoing commitment to taking advantage of everything independence has to offer in order to serve their clients to the fullest.”
About LifeTime Asset Management
LifeTime Asset Management has been providing individuals and organizations with financial guidance for over 30 years. Located at 7008 Harps Mill Road, Suite 101, Raleigh, NC 27615, the firm prides itself on crafting unique strategies for each client. For more information, please visit www.lifetimeasset.com. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a Registered Investment Advisor.
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, and a registered investment adviser, is the nation’s largest privately held independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power and Associates ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms” two times in a row*. The firm supports more than 1,400 independent registered representatives nationwide and makes available a comprehensive array of financial products and services. For more information, please visit www.commonwealth.com.
*Commonwealth Financial Network received the highest numerical score in the independent advisor segment in the proprietary J.D. Power and Associates 2010 and 2012 Financial Advisor Satisfaction StudiesSM. The 2012 study was based on nearly 2,800 total responses and measures overall financial advisor satisfaction among advisors registered with Financial Industry Regulatory Authority (FINRA) investment firms. Proprietary study results are based on experiences and perceptions of financial advisors surveyed between November 2011 and January 2012. Your experiences may vary. Visit jdpower.com.