La Quinta, CA – April 2022 — Greg Solis, AIF®, 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 Ambassador Council. Greg is one of 60 members selected from among more than 20,000 LPL advisors and institution leaders nationwide into one of three councils designated by the members’ affiliation with LPL. The LPL Ambassador Council vision is to deepen relationships with a diverse cross-section of highly dedicated financial professionals. In bringing together these earnest, respected individuals, LPL creates a well-informed, extended advocate community. The Ambassador Council program provides a formal opportunity for advisors and institution leaders to stay closely connected to LPL’s strategic roadmap and key executives, and to share their experience, feedback, and support with peers by affiliation type.
Council members serve a multi-year term and attend a series of in-person meetings during their tenure. They also contribute through year-round ad hoc participation supporting LPL communications, events and initiatives, and by connecting with their LPL colleagues on an ongoing basis to ensure their perspectives are brought forward.
About Solis Wealth Management
Solis Wealth Management is an independent financial firm established to put our 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 (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,** supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
Solis Wealth Management and LPL Financial are separate entities.
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.