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Daniel S. Romero, CFP®, AIF®, CFS Recognized as a Top Financial Advisor By LPL Financial
This distinction is based on an annual production ranking of all registered advisors supported by LPL Financial, the nation’s largest independent broker-dealer*, and is awarded to less than 20 percent of the firm’s 12,027 advisors nationwide.
By: LPL Financial
“We congratulate Dan for achieving this prestigious recognition, which is based on how successful advisors are in growing their businesses by delivering the services and solutions their clients need,” said Bill Dwyer, President of National Sales and Marketing for LPL Financial. “Members of the Director’s Club are among the premier financial advisors in our industry. They serve as trusted resources and counselors for their clients and their communities.”
Daniel S. Romero, CFP®, AIF®, CFS is affiliated with LPL Financial and provides conflict-free financial planning services, investment advice and asset management services to over 150 clients across ten states.
About LPL Financial
LPL Financial is one of the nation’s leading financial services companies and largest independent broker/dealer (based on total revenues as reported in Financial Planning magazine, June 1996-2009). Headquartered in Boston, Charlotte, and San Diego, LPL Financial and its affiliates offer industry-leading support to more than 12,000 financial advisors and over 750 financial institutions who, in turn, provide independent financial advice to millions of Americans.
* Based on total revenues, Financial Planning magazine, June 1996-2009
Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities & fee based asset management through LPL Financial a Registered Investment Advisor and Member FINRA/SIPC. Daniel's CA Insurance Lic #:OC54180 - Melissa's CA Insurance Lic #:0C56086 - Greg's CA Insurance Lic #:0F08519
1585 E. 17th St.
Santa Ana, CA 92705
OFFICE: 714 547-8787 x 107
FAX: 714 547-8080
Page Updated Last on: Apr 14, 2010