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JFC New Advisor Branch Compliance Call
June 20, 2023 @ 11:00 am - 12:00 pm
JFC invites new advisors to LPL to join an important call with our Home Office Supervisors to help understand branch file requirements and LPL’s Compliance Tool. This is an opportunity to learn how to keep your branch files in ClientWorks and work through compliance and supervision alerts. Please contact Anne@jfcadvisor.com for questions.
Webex:
https://lplfinancial.webex.com/meet/brian.moquin
Meeting number (access code): 925 514 262