President of Hillis Financial Services Recognized as a Top Performer from LPL Financial

John Hillis, president of Hillis Financial Services and LPL financial-affiliated advisor, recently announced that he was recognized as a top financial advisor and named to LPL’s Chairman’s Council. This premier honor is awarded to less than two percent of the firm’s approximately 14,000 advisors nationwide and is based on an annual production of all registered advisors supported by LPL.

“We congratulate John Hillis on this achievement, which exemplifies excellence in the financial services industry,” said Andy Kalbaugh, managing director of LPL Institution Services. “John Hillis displays a commitment to helping his clients reach their life’s financial goals. Chairman’s Council advisors represent a superior level of service provided to their clients and their communities, and are among the premier financial advisors in our industry.”

Hillis Financial Services has been a trusted San Jose wealth management firm since 2001. Mr. Hillis has more than 40 years of experience providing financial planning and asset management advice to individuals, corporate executives and business owners.

About LPL Financial

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq:LPLA), is a leader in the financial advice market and serves $465 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,900 independent financial advisors and more than 700 banks and credit unions. LPL Financial is the nation’s largest independent broker-dealer since 1996 (*based on total revenues, Financial Planning magazine, June 1996-2014), is one of the fastest growing RIA custodians with $84 billion in retail assets served, as of September 30, 2014, and acts as an independent consultant to more than 40,000 retirement plans with approximately $110 billion in retirement plan assets served. In addition, LPL Financial supports approximately 4,400 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have 3,397 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.

About Hillis Financial Services

Hillis Financial Services is an independent, personal wealth planning firm focused on managing the “irreplaceable assets” of its clients, families and individuals, many of whom are small business owners. The firm uses a conservative approach to its proactive client portfolio management, believing that managing downside risk can be more important in today’s economy than seeking upside growth. As independent representatives of LPL Financial, the financial professionals at Hillis Financial Services, primarily provide unbiased fee-based advice and services including personal financial, retirement, education, tax and estate planning; long-term care, charitable giving as well as risk management. The financial professionals build customized asset allocation portfolios of stocks, bonds and alternative investments for their clients. The team has more than 70 years collective experience in managing portfolios, and many clients have been with the firm’s advisors for more than 40 years. The firm is based in San Jose, California. For more information, please visit www.hillisfinancial.com.

The financial professionals at Hillis Financial Management are registered representatives with and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

*Based on total revenues, Financial Planning magazine, June 1996-2015