La Quinta, Ca — March 20, 2018 – Greg Solis, AIF®, an independent financial advisor at Solis Wealth Management in La Quinta, CA, today announced his inclusion in LPL’s Chairman’s Council. This premier award is presented to less than 2% of the firm’s approximately 15,000 advisors nationwide.
“On behalf of LPL, I congratulate Greg Solis said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “ Greg has demonstrated tremendous value to his clients with the service he provides to help them pursue their financial goals. We thank Greg 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.”
Solis has been providing financial services to more than 300 clients in the Coachella Valley for more than 25 years. Solis provides comprehensive wealth management, which includes asset management, retirement planning, estate planning strategies, trust services, insurance services, and tax strategies.
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 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 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
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