2020 was a year unlike any other for our clients and friends. We take pride in being able to support them throughout life's challenges and unprecedented times. Today we received news that William Henry made Executive Council for 2021. This means that he is a part of the top 1% of LPL Financial's advisors (of 17,000+ advisors). We are elated with this news and will continue to strive for the same success and client service that we produced in 2020, for 2021. Please see the Press Release below for more information.
[San Luis Obispo] — [January 28, 2021] — William Henry Crew III, an independent LPL Financial advisor at Crew Wealth Management in San Luis Obispo, today announced his inclusion in LPL’s Executive Council. This elite award is presented to less than 1% of the firm’s more than 17,000 financial advisors nationwide*.
“On behalf of LPL, I congratulate William Henry Crew III on reaching this milestone in their professional career,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “Business owners, American investors and industries at large faced extraordinary challenges throughout 2020. In the advisor-mediated financial advice market, investors showed how much value they place on a trusting relationship with a financial advisor. We applaud William Henry Crew III for his commitment to clients and resiliency as a business owner, and we are inspired by his dedication to making a meaningful impact in the lives of his clients. It is an honor to support Mr. Crew and wish his entire team continued success as they continue to add value for clients and in their business in the years ahead.”
William Henry Crew III is affiliated with LPL Financial, the nation’s largest independent broker-dealer** and a leader in the retail financial advice market. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
*Achievement is based on annual production among LPL Advisors only.
**Based on total revenues, Financial Planning magazine June 1996-2020
William Henry Crew III, CA Insurance License #0B17626 is a Registered Representative with and securities and advisory services offered through LPL Financial, member FINRA/SIPC. Financial Planning offered through Crew Wealth Management, a registered investment advisor and separate entity of LPL Financial.