IBC Bank & LPL Financial Congratulate Fernando Montemayor & Julian Cruz for Recognition in Bank Investment Consultant’s 201...
December 30 2013 - 12:21PM
Business Wire
IBC Bank and LPL Financial LLC, the nation’s largest independent
broker-dealer, an RIA custodian, and a wholly owned subsidiary of
LPL Financial Holdings Inc. (NASDAQ: LPLA), today congratulated
Fernando Montemayor, Senior Financial Consultant for the Laredo and
Zapata areas, and Julian Cruz, Financial Consultant for McAllen and
surrounding areas, advisors with IBC Investment Services located at
IBC Bank in their respective cities for being named by Bank
Investment Consultant as two of the nation’s Top 50 bank and credit
union advisors for 2013.
IBC Bank is supported by LPL Financial Institution Services, a
provider of comprehensive third-party brokerage and wealth
management services to the investment programs of banks and credit
unions throughout the nation.
Bank Investment Consultant is a leading financial service
industry magazine and the annual Top 50 Bank Advisors list
recognizes a distinguished group of bank and credit union advisors
throughout the country who have excelled in a number of key areas,
including 2013 assets under management (AUM); percentage change in
AUM from the prior year; trailing 12-month production; percentage
growth in production; amount of fee-based business; and the ratio
of production to AUM.
“We are very pleased to congratulate Fernando Montemayor and
Julian Cruz on being recognized as two of the best advisors in our
industry,” said Andy Kalbaugh, Managing Director and Head of
Institution Services for LPL Financial. “They have a deep
understanding of clients’ needs and goals and are true leaders with
a firm commitment to the highest service standards. As a supporting
partner to the investment program at IBC Bank, we look forward to
helping Fernando and Julian achieve even more success in the
future.”
“All of us at IBC Bank congratulate Fernando and Julian’s
accomplishment of being named two of IBC’s Top 50 Bank Advisors,”
said Dennis Nixon, IBC Bank Chairman. “They are a credit to our
team and a wonderful example of how IBC Bank helps members of our
community advance their financial goals.”
“I am honored to be included in this select group of advisors
across the country,” said Fernando Montemayor. “At IBC Investment
Services our focus is to help clients pursue their goals by
providing objective, unbiased and thorough financial advice.”
“We thank all of our clients for their continued trust in our
team and are grateful to LPL Financial who has been a crucial
partner in driving our success,” said Julian Cruz.
The full Bank Investment Consultant Top 50 Bank Advisors list
can be found online at: BIC Top 50 Bank Advisors.
About IBC Investment
Services
IBC Investment Services (IBCIS) offers IBC Bank
customers access to an extensive array of alternative
investment products and services at IBC locations throughout
Texas and Oklahoma. Our financial consultants offer a
full, complete and sophisticated platform of investment options
that will assist clients, their families and their businesses to
plan and reach their financial goals. For more information, visit
www.ibc.com/en-us/ibicis.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial
Holdings Inc. (NASDAQ: LPLA), is the nation's largest
independent broker-dealer (based on total revenues, Financial
Planning magazine, June 1996-2013), an RIA custodian, and an
independent consultant to retirement plans. LPL
Financial offers proprietary technology, comprehensive
clearing and compliance services, practice management programs and
training, and independent research to more than 13,500 financial
advisors and approximately 700 financial institutions. In
addition, LPL Financial supports more than 4,500
financial advisors licensed with insurance companies by providing
customized clearing, advisory platforms and technology
solutions. LPL Financial and its affiliates have
approximately 3,000 employees with primary offices in Boston,
Charlotte, and San Diego. For more information, please
visit www.lpl.com.
Securities and Advisory Services offered through LPL
Financial. A Registered Investment Advisor, Member FINRA/SIPC
Insurance products offered through LPL Financial or its licensed
affiliates.
IBC Bank is not a broker/dealer and is not affiliated with
LPL Financial.
IBC BankGabriela Carriedo, 956-726-6667Vice President of
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