La Quinta, CA — January 2025 – Greg R. Solis, a financial advisor at Solis Wealth Management in La Quinta, today announced that his achievements have been recognized with inclusion in LPL Financial’s Summit Club Program* for 2025. This distinction celebrates a select group of advisors who have achieved excellence in financial guidance. It is more important than ever that Americans have an experienced financial partner by their side who understands their unique needs and can help them create and follow a plan for their future.
“On behalf of the entire team at LPL, I am thrilled to congratulate Greg on his outstanding achievements in 2024,” said Julian Lopez, LPL’s Executive Vice President of Independent Advisor Services Client Success. Greg has elevated his business across the U.S. His professional guidance has been crucial in empowering his clients to transform their financial dreams into tangible outcomes.”
Solis has been affiliated with LPL Financial, a leading wealth management firm, for 21 years. Through LPL, financial advisors are empowered to focus on their unique skills in building relationships and delivering personalized financial advice, while leaning on LPL to provide the services, support, and tools to help increase operational efficiency and power business growth.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 28,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com
Securities and advisory services offered through LPL Financial (LPL), a registered investment adviser and broker-dealer, member FINRA/SIPC.
LPL Financial 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 adviser representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
*Achievement is based on annual production among LPL-affiliated investment programs only.
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.