Today's Top SOA Links
From the Wires
Daniel S. Romero Recognized as a Top Financial Advisor by LPL Financial
By: Marketwired .
Feb. 11, 2013 07:50 PM
SANTA ANA, CA -- (Marketwire) -- 02/11/13 -- Daniel S. Romero, CFP®, an independent financial advisor at Romero & Levin Wealth Management, Inc. in Santa Ana, CA today announced that he was recognized as a top financial advisor and named to the LPL Financial Patriot's Club. This distinction is based on a ranking of all registered advisors supported by LPL Financial LLC ("LPL Financial"), the nation's largest independent broker-dealer*, and is awarded to ten percent of the firm's approximately 13,100 advisors nationwide.
"We congratulate Dan for this remarkable achievement, which signifies excellence and a proven ability to deliver innovative financial services and solutions," said Bill Dwyer, President of National Sales and Marketing for LPL Financial. "Patriot's Club advisors are without a doubt among the premier financial advisors in our industry. They serve as trusted resources and counselors for their clients and their communities."
Mr. Romero is affiliated with LPL Financial and provides access to independent financial planning services, investment advice and asset management services to over 200 clients in Southern California and across the nation.
About LPL Financial
*Based on total revenues, Financial Planning magazine, June 1996-2012
Web 2.0 Latest News
Subscribe to the World's Most Powerful Newsletters
Subscribe to Our Rss Feeds & Get Your SYS-CON News Live!
SYS-CON Featured Whitepapers
Most Read This Week