SOURCE: Romero & Levin Wealth Management, Inc.

Romero & Levin Wealth Management, Inc.

July 12, 2011 12:56 ET

Dan Romero CFP®, AIF®, CFS Recognized as a Top Financial Advisor by LPL Financial

SAN DIEGO, CA--(Marketwire - Jul 12, 2011) - Daniel S. Romero CFP®, AIF®, CFS, 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 Director's Club. This distinction is based on an annual production ranking of all registered advisors supported by LPL Financial LLC ("LPL Financial"), the nation's largest independent broker-dealer*, and is awarded to less than 20 percent of the firm's more than 12,000 advisors nationwide.

"We congratulate Dan for achieving this prestigious recognition, which is based on how successful advisors are in growing their businesses by delivering services and solutions to their clients," said Bill Dwyer, President of National Sales and Marketing for LPL Financial. "We believe members of the Director's Club are among the premier financial advisors in our industry. They serve as trusted resources and counselors for their clients and their communities."

Dan Romero CFP®, AIF®, CFS is affiliated with LPL Financial and provides independent financial planning services, investment advice and asset management services to over 180 clients around the country.

About LPL Financial
LPL Financial is one of the nation's leading financial services companies and largest independent broker/dealer (based on total revenues as reported in Financial Planning magazine, June 1996-2010). Headquartered in Boston, Charlotte, and San Diego, LPL Financial and its affiliates offer industry-leading support to more than 12,000 financial advisors and over 750 financial institutions who, in turn, provide independent financial advice to millions of Americans.

* Based on total revenues, Financial Planning magazine, June 1996-2010

Securities & Advisory Services offered through LPL Financial A Registered Investment Advisor Member FINRA/SIPC. Tracking #615486

Contact Information

  • Daniel S. Romero, CFP®, AIF®, CFS
    Romero & Levin Wealth Management, Inc.
    Phone: 714 547-8787
    Email Contact