Dan Romero Recognized as a Top Financial Advisor By LPL Financial

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.

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

Tracking #1-042236

& Whittier amongst others. Also Corona, 401(k), AIF, Aliso Viejo, anaheim, brea, Brentwood, Buena Park, Burbank, CA, California, Carlsbad, Century City, Cerritos, CFP, Chino, Chino Hills, contraception for women, Costa Mesa, Cypress, Dan Romero, Dana Point, Daniel Romero, daniel s. romero, Diamond Bar, directors club, Disability Insurance, excellent financial advisor in orange county, fiduciary, financial, financial planner, Finding a Good Long Term Care Insurance Policy, five star professional, fountain valley, free contraception, free health insurance, fullerton, garden grove, Great financial advisor in Orange county, Great Ways to pay for Long Term Care, Greg Levin, Group Benefits, Group health Insurance, Hacienda Heights, Health, Health Insurance, health insurance in Orange county, Hollywood, How do I pay for Long Term Care, how does obamacare affect my business, how to lower insurance rates, huntington beach, i need long term care, I need Long Term Care Insurance, I need to lower my insurance rates, Industry, Insurance, investing, investment, irvine, La Habra, La Mirada, La Palma, La Puente, Laguna Beach, Laguna Hills, Laguna Niguel, Laguna Woods, lake forest, Lakewood, Long Beach, Long Term Care Insurance, Long Term Care Policy, Long-Term Care, long-term care partnership, Los Alamitos, Los Angeles, LPL, LPL Financial, Marina del Rey, Medicaid, Melissa Levin, mission viejo, Mnhattan Beach, my father need long term care, my mother needs long term care, my parents need long term care, newport beach, Norco, Norwalk, Oceanside, orange, orange coast five star wealth manager, Orange County, Paramount, partnership, Pasadena, PBS, Pico Rivera, Placentia, Playa del Rey, Pomona, Rancho Cucamonga, Rancho Santa Margarita, Redondo Beach, romero & levin, San Clemente, San Diego, San Dimas, San Juan Capistrano, San Pedro, santa ana, Seal Beach, southern california, Stanton, state partnership, Studio City, top advisor in orange county, tustin, villa park, Walnut, wealth manager, West Covina, Westminster and Yorba Linda. We also work with 401k plans in Los Angeles County including the following cities: Beverly Hills, Westwood, will medicare take care of long term care, women, yorba linda

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial disclosed on this site may only discuss securities or transact business with persons who are residents of the following states: AZ, CA, CO, HI, IL, IN, MN, MS, NC, NY, OH, SC, TX, & WA

Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities, financial planning & fee based asset management through LPL Financial LLC a Registered Investment Advisor and Member FINRA/SIPC. Daniel’s CA Insurance Lic #:OC54180 - Melissa’s CA Insurance Lic #:0C56086 - Greg’s CA Insurance Lic #:0F08519

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Recent Videos

News Sections