La Quinta, CA — January 29, 2020— Greg Solis from Solis Wealth Management, based in La Quinta, CA, announced that he has been named by LPL Financial (LPL) as a new member of the LPL Advisor Council. Greg is one of 24 members selected from among more than 16,000 LPL advisors nationwide. The LPL Advisor Council provides a forum in which advisors representing a variety of business models ranging from small independent practices to large institutions, including banks and credit unions, serve as a sounding board for LPL. Members share ideas and suggestions, as well as challenges and concerns, to help drive the development of upcoming LPL programs, communications, products and services.
Council members serve a multi-year term, and attend a series of in-person meetings and conference calls during their tenure. They also contribute in additional ways, including as participants in ad hoc research projects, by having a staff member represent their business on the LPL Service & Operations Council, and by connecting with their LPL colleagues on an ongoing basis to ensure their perspectives are brought forward.
Advisor Council members pledge to:
- Advise – Help assess specific areas of LPL services, communications, programs and technology and make suggestions and recommendations designed to improve each area.
- Assist – Discuss emerging industry and market trends with LPL leadership and help identify potential action in response.
- Advocate – Represent all LPL institutions, businesses and advisors by making recommendations that support their peers and improve the industry as a whole.
Solis is an LPL Financial advisor. LPL provides resources, tools and technology that support advisors in the delivery of personal, objective financial advice.
About Solis Wealth Management
Solis Wealth Management is an independent financial firm established to put or clients’ best interest first by strictly adhering to our mission statement, vision statement and commitment creed – governing values that drive our daily life. Everything we do at Solis Wealth Management must be compatible with them. We are keenly aware that the guidance we are able to provide every day is a blessing and a privilege, and we want to steward it to the best of our ability.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
**Based on total revenues, Financial Planning magazine June 1996-2019
The Wealth Advisors of Solis Wealth Management are also Registered Representatives with, and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC