Dan Uribe named to Patriot’s Club at LPL FinancialMar 17, 2015 |
Written By Advisor 2 Minute Read
For immediate release
Contact: Shelby Lopez
Dan Uribe Recognized as a Top Financial Advisor by LPL Financial
Harrisonburg, VA – February 1, 2015 – Daniel Uribe, an independent financial advisor affiliated with LPL Financial at Good Wealth Management in Harrisonburg, VA, today announced that he was recognized as a top financial advisor and named to LPL’s Patriot’s Club. This premier honor is awarded to less than 10% of the firm’s approximately 14,000 advisors nationwide, and is based on the advisor’s annual production ranked among all registered advisors supported by LPL.
“We congratulate Dan Uribe on this achievement, which exemplifies excellence in the financial services industry. This award reflects Dan’s commitment to his clients in delivering objective financial advice and strategies to help them pursue their life’s financial goals,” said William Morrissey, managing director, LPL Independent Advisor Services. “Patriot’s Club advisors represent the highest level of service that a financial advisor can provide to his clients and their communities.”
Daniel Uribe is affiliated with LPL and provides access to independent financial planning services, investment advice and asset management services to clients in more than 20 states.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq:LPLA), is a leader in the financial advice market and serves $465 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,900 independent financial advisors and more than 700 banks and credit unions. LPL Financial is the nation’s largest independent broker-dealer since 1996 (*based on total revenues, Financial Planning magazine, June 1996-2014), is one of the fastest growing RIA custodians with $84 billion in retail assets served, as of September 30, 2014, and acts as an independent consultant to more than 40,000 retirement plans with approximately $110 billion in retirement plan assets served. In addition, LPL Financial supports approximately 4,400 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have 3,397 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
Securities Offered Through LPL Financial Member FINRA / SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor (RIA).
Good Wealth Management and Private Advisor Group are separate entities from LPL Financial.
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Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Good Wealth Management and Private Advisor Group are separate entities from LPL Financial.
Securities Offered Through LPL Financial Member FINRA / SIPC.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
The financial professionals associated with LPL Financial 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.