Leach named a 'Top 20 Manager' - WALB.com, Albany News, Weather, Sports

Leach named a 'Top 20 Manager'

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(Source:  HeritageBank) (Source: HeritageBank)
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ALBANY, GA (WALB) -

Information from HeritageBank of the South-

LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), congratulated Robert "Bucky" Leach of HeritageBank of the South's Investment Center in Albany, Georgia for being selected to the Bank Investment Consultant 2013 Top Program Managers list.

The list is published by Bank Investment Consultant, a leading financial services industry magazine. The investment program at HeritageBank of the South is associated with LPL Financial Institution Services.

Only a select group of bank and credit union investment program managers were recipients of this prestigious recognition. The list recognizes the managers of the most productive bank and credit union-based advisors on the basis of growth in team production; growth in team assets; average production per advisor; number of financial advisors the program manager oversees; and the number of licensed branch employees under the supervision of the program manager.

"We enthusiastically congratulate Bucky Leach on this important industry recognition," said Andy Kalbaugh, Managing Director and Head of Institution Services for LPL Financial. "Bucky's hard work, commitment to excellence and unwavering focus on client service has distinguished him as a leader in our industry. We are proud to serve as an empowering partner to the investment program at HeritageBank of the South and to support Bucky's ongoing success."

"I am deeply honored to be recognized among the 2013 Top 20 Program Managers by Bank Investment Consultant magazine," said Mr. Leach. "The investment program at HeritageBank of the South is totally committed to helping our clients achieve their financial goals, and we look forward to continuing to provide the objective, unbiased advice and outstanding service that our clients expect. We are sincerely grateful to our clients and to LPL Financial for their ongoing support."

The full BIC Top 20 Program Managers list can be found online at BIC Top 20 Program Managers of 2013.

 

About HeritageBank of the South

Heritage Financial Group, Inc. is the holding company for HeritageBank of the South, a community-oriented bank serving primarily Georgia, Florida and Alabama through 29 full-service branch locations, 13 mortgage offices, and 4 investment offices. As of December 31, 2012, the Company reported total assets of approximately $1.1 billion and total stockholders' equity of approximately $121 million. For more information about the Company, visit HeritageBank of the South on the Web at www.eheritagebank.com and see Investor Relations under About Us.

About LPL Financial

LPL Financial, 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 proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to over 13,300 financial advisors and approximately 700 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 primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured HeritageBank of the South deposits and are not FDIC/NCUA insured. These products are not obligations of HeritageBank of the South and are not endorsed, recommended or guaranteed by HeritageBank of the South or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. HeritageBank of the South and the Heritage Investment Center are not registered broker/dealers and are not affiliated with LPL Financial.

 

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