Forbes recognizes David J. Workman, AIF® as a Best-in-State Wealth Advisor

Last Updated on April 17, 2024 by Workman & Associates

David J. Workman
David J. Workman, AIF®

David J. Workman, AIF®, an independent LPL Financial advisor in Logansport, IN, has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for his track record of success in the financial services industry.

The annual list is compiled by Forbes with insights from SHOOK Research. Advisors are selected based on quantitative and qualitative data, and are assessed on a variety of criteria, including interviews, years of experience, compliance records and assets under management.

“We are thrilled to extend our heartfelt congratulations to Dave for the well-deserved recognition from Forbes, on behalf of the entire team at LPL,” exclaimed Julian Lopez, LPL’s Executive Vice President of Independent Advisor Services Relationship Management. “This award showcases his dedicated efforts in guiding his clients towards financial success, especially during times of economic uncertainty and global challenges. LPL remains steadfast in our commitment to supporting ambitious advisors like Dave, equipping them with cutting-edge investment solutions, advanced technology platforms and extensive resources to provide unparalleled service and experiences for their clients.

Workman has 37 years of experience in the financial services industry and provides a full range of financial services for individuals, families and business owners; including retirement and financial planning, individual money management, individual stocks and bonds, alternative investments, mutual funds, annuities and more.

Workman is a financial advisor affiliated with LPL Financial, a leading wealth management firm that supports financial advisors – whether they work as independent business owners, with an RIA firm or in a financial institution – so they take care of their clients and run a thriving business.

Securities and advisory services offered through LPL Financial, a registered investment advisor, member of FINRA/SIPC.

SOURCE: News release from Workman & Associates

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