David Morders, CRPC Travels to Capitol Hill to Speak with Elected Officials


March 4, 2013                                                              



Beth Mason





Local Financial Advisor Advocates for Americans’ Access to Financial Planning and Advice

David Morders, CRPCÒ Travels to Capitol Hill to Speak with Elected Officials



Frederick, MD – David Morders, CRPCÒ of Key Financial Group, recently helped lead a grassroots effort on Capitol Hill with the goal of preserving Americans’ access to affordable, unbiased financial advice and protecting consumers. David met with several members of Congress, including Congressman John Delaney, and their staffs as part of the Financial Services Institute (FSI) team on February 28, 2013.


“Speaking directly with members of Congress was an invaluable experience,” said David Morders. “It was an opportunity for us to provide insight from our experience and daily interactions with our hard-working clients who are striving to achieve their financial goals. We were also able to educate them on what Americans need in terms of financial advice today and for retirement and how what Congress and the administration are doing affects their lives.”


“Our advocacy is only as effective as our members are engaged and energized,” said FSI President & CEO Dale Brown. “And conscientious advisors like David Morders help bring real-life experience to our efforts. Meetings like this allow lawmakers to hear directly from our members — true financial advisors who meet daily with Main Street Americans — about the issues impacting not only them, but also their clients.”


The independent financial advisor members of FSI serve more than 15 million American households. They are affiliated with independent broker-dealer firms who serve more than 160,000 independent financial advisors.


About Key Financial Group:

Key Financial Group is an independent wealth management firm that specializes in customized financial solutions for our clients. We work with a select number of individuals, families, and businesses that prefer the personalized service and attention of a small independent firm when planning for their financial future. With over 25 years of combined industry experience, our advisors provide top tier financial planning and trustworthy investment expertise. Our independent status ensures we have full access to the universe of investment options, financial planning tools, and high quality research to maximize results for our client strategies. Key Financial is completely unbiased and is not tied to proprietary “Wall Street Banking” products and platforms, or influenced by corporate affiliations. We have an extremely loyal client base as a result of our company’s unprecedented communication, which is vital to a strong relationship. The majority of our business growth has come through client and professional referrals. We look forward to helping you pursue your financial goals.


About LPL Financial:

LPL Financial, a wholly owned subsidiary of LPL Investment Holdings Inc. (NASDAQ: LPLA), is the nation’s largest independent broker-dealer,* a top RIA custodian, and a leading independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to approximately 12,800 financial advisors and approximately 730 financial institutions nationwide. In addition, LPL Financial supports over 4,000 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have approximately 2,700 employees with headquarters in Boston, Charlotte, and San Diego. For more information, visit www.lpl.com.  

About the Financial Services Institute (FSI):

FSI is an advocacy organization for independent financial services firms and independent financial advisors. Established in January 2004, we have well over 100 broker-dealer members and over 35,000 financial advisor members. Our member firms have upwards of 160,000 financial advisors affiliated with them. Our mission is to create a more responsible regulatory environment for independent broker- dealers and their affiliated independent financial advisors through effective advocacy, education and public awareness. And our strategy includes involvement in FINRA governance, constructive engagement in the regulatory process and effective influence on the legislative process. For more information, please visit www.financialservices.org.


Securities & Advisory Services offered through LPL Financial. A Registered Investment Advisor Member FINRA/SIPC.


FSI is not affiliated with David Morders, CRPCÒ and LPL Financial.