AdvisorVoices Trailer - Tod Shoffler

Looking to expand the services available to their wealth management clients, Crest Savings Bank Program Manager Tod Shoffler and the bank’s leadership made the decision to transition from a smaller broker/dealer to LPL Financial. Their decision to convert to LPL’s established infrastructure and vast offerings has helped them to grow the program and spend more time connecting with clients.

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LPL Financial and Crest Wealth Management are separate entities.