Orange County, CA — April 10, 2018
Daniel Romero, CFP®, an independent LPL Financial advisor at Romero & Levin Wealth Management, Inc. in Santa Ana, CA, today announced his inclusion in LPL’s Chairman’s Club. This premier award is presented to less than 5% of the firm’s approximately 15,000 advisors nationwide.
“On behalf of LPL, I congratulate Daniel,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “Daniel has demonstrated tremendous value to his clients with the service he provides to help them pursue their financial goals. We thank Daniel for the contributions he makes to his clients, his commitment to offering his clients independent financial advice and his ongoing relationship with support of LPL. We wish him continued success.”
Romero has been providing financial services to clients across the country for 19 years. Romero provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.
LPL is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*, providing resources, tools and technology that support advisors in the delivery of personal, objective financial advice.
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.
*Based on total revenues, Financial Planning magazine June 1996-2017
*Received 2015 thru 2019 Membership in the 2019 LPL Financial Chairman’s Club and Patriots Club is based on year end production and is reserved for top achievers and represents less than 6% and 10% (respectively) of all LPL Financial Advisors.
The financial representatives of Romero & Levin Wealth Management are registered with and securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
Daniel Romero, CFP®
(714) 547-8787 x 107
LPL Tracking #1-697905.