SOURCE: Romero & Levin Wealth Management, Inc.
SANTA ANA, CA--(Marketwired - Apr 24, 2014) - Daniel S. Romero, CFP®, an independent LPL financial advisor (NASDAQ: LPLA) 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 Chairman's Club. This distinction is based on an annual production of all registered advisors supported by LPL Financial LLC ("LPL Financial"), and is awarded to less than six percent of the firm's approximately 13,700 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 Morrissey, managing director, LPL Financial Independent Advisor Services. "Chairman'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 more than 250 clients in the Southern California region.
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 1996-2013), an RIA custodian, and an independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,700 financial advisors and approximately 700 financial institutions. In addition, LPL Financial supports approximately 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have more than 3,000 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
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