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Informed Guidance

LPL provides us with the independent research and other resources needed so we can give you informed advice — and you, in turn, can make informed decisions as you pursue your financial goals.

Informed Guidance Matters

One of the most important financial decisions you can make is to seek the advice of a trusted, qualified financial advisor. Ideally, you should work with someone who employs transparency in their interactions with you.

Your advisor should put your interests first, and provide strategies focused on your specific financial objectives. That’s what LPL advisors do.

LPL Financial doesn’t offer proprietary investment products and has no investment banking operations. That means our advisors are free from outside influence to push particular investment products or advice. Instead, LPL advisors draw upon independent research and other resources that enable them to offer informed guidance to serve your needs. serve our clients, each other and the community will have an everlasting positive impact on the world around us.

The Benefits of LPL Research

Among the vast resources LPL-affiliated advisors can access are those from LPL Research, one of the industry’s largest independent research teams. LPL Research’s experienced analysts, strategists, and investment specialists keep a pulse on global and US markets and economic trends so they can deliver research, market perspectives, asset allocation advice, and more.

By tapping into these resources, LPL advisors can help you cut through the emotions often associated with financial planning decisions.

About LPL Financial

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm’s mission is rooted in the belief that informed financial guidance is a fundamental need for everyone.

LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

For more information about LPL Financial, visit www.lpl.com.

Important Links

Contact us

Call: 1-760-771-3339

info@soliswealth.com

Address:

Solis Wealth Management, Inc 78-075 Main Street, Suite 204 La Quinta, CA 92253

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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.

View LPL Financial Form CRS

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Greg Solis is domiciled, and his principle place of business is CA.

CA Insurance # 0795867

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Dr. Roy Pitkin

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Mark Olson

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Richard and Victory Grund

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Matt Johnson

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David and Colette Renker

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Don DeLair, Headmaster at King’s School of the Desert

This statement is a testimonial by a client of the financial professional as of {02/23/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #436116-2)

Judy Sanders

This statement is a testimonial by a client of the financial professional as of {07/13/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #457029-1)