Orange County, CA, Financial Advisor – August 16, 2012 – Daniel S. Romero, CFP®, AIF®, RF™ 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 the approximately 12,800 registered advisors nationwide who are supported by LPL Financial LLC (“LPL Financial”), the nation’s largest independent broker-dealer.*
“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 most respected 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 independent financial planning services, investment advice and asset management services to more than 200 clients in the Southern California region.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Investment Holdings Inc. (NASDAQ: LPLA), is the nation’s largest independent broker-dealer,* a top RIA custodian, and a leading independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to approximately 12,800 financial advisors and approximately 730 financial institutions nationwide. In addition, LPL Financial supports over 4,000 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have approximately 2,700 employees with headquarters in Boston, Charlotte, and San Diego. For more information, visit www.lpl.com.
* As reported by Financial Planning magazine, June 1996–2011, based on total revenue.
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