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About lPL Financial LLCLPL Financial LLC LPL Financial LLC was formed in 1989 through the merger of two small but successful brokerage firms, Linsco (established in 1968) and Private Ledger (founded in 1973). Today, LPL Financial LLC is America's No. 1 independent brokerage firm* - with more than 11,000 financial advisors, based in more than 4,500 branch offices nationwide. LPL Financial LLC's rise to prominence has been driven by a commitment to independence, excellence and the simple premise that achieving your financial goals requires:
Your LPL Financial LLC Financial Advisor can deliver all of these to you, thanks to support from LPL Financial LLC's technology, our comprehensive training programs and our dedicated personnel. As LPL Financial LLC moves into our fourth decade, we remain committed to leading the independent brokerage business. We continue to set the highest standards in every aspect of supporting our advisors so that they may help you realize a new standard for your financial future. Setting a Higher Standard for Unbiased Financial Advice Leveraging Independent Research Capitalizing on Technology LPL Financial LLC remains committed to leading the indepedent brokerage industry. We continue to set the high standards in every aspect of supporting our advisers so they can help you realize a new standard for your financial future.
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Copyright 2007 — Romero & Levin Wealth Management— All Rights Reserved — Sitemap — Privacy
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 LLC disclosed on this site may only discuss
securities or transact business with persons who are residents of the following states: AZ, CA, CO, HI, MN, MS, NC, NY, OH, SC, TX, & WA.
Daniel Romero, Melissa
Levin and Greg Levin are Registered Representatives with and offer Securities & 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.