Live Oak investors recognized as a top financial firm by LPL Financial
May 08, 2013 | 2169 views | 1 1 comments | 12 12 recommendations | email to a friend | print
Jason A. Zamora, an independent financial advisor at Live Oak Investors, was recognized as a top financial advisor and named to the LPL Financial Director’s Club. This distinction is based on an annual production ranking of the approximately 13,100 registered advisors nationwide who are supported by LPL Financial LLC (“LPL Financial”), the nation’s largest independent broker-dealer.*

“We congratulate Jason for this excellent achievement, which demonstrates a strong commitment to vibrant business growth and exceptional client service,” said Bill Dwyer, President of National Sales and Marketing for LPL Financial. “Director’s Club” advisors are among the most respected financial advisors in our industry. They serve as trusted partners for their clients and their communities.”

“Every time I run into clients or assist them in reviews, I always thank them for allowing me to do what I love. Being able to serve families and business across the State of Texas is by no means is a right, it’s a privilege!” said Zamora. The focus on client satisfaction and long term financial success is important now more than ever. And as Live Oak Investors continues to grow, we as a firm stay steadfast to the promises we deliver.”

Jason is affiliated with LPL Financial and provides independent financial planning services, investment advice and asset management services to more than 500 clients in the South Texas Area

About LPL Financial LPL Financial LLC, 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 1996-2012), a top RIA custodian, and a leading independent consultant to retirement plans. LPL Financial offers integrated technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to over 13,100 financial advisors and approximately 685 financial institutions. In addition, LPL Financial supports over 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 2,900 employees with headquarters in Boston, Charlotte, and San Diego. For more information, please visit

*Based on total revenues, Financial Planning magazine, June 1996-2012


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May 08, 2013
Nice work Zo.