Our two advisors, James A. Valis, CFP® and Gregg R. Manis, CFP® have been recognized as a top financial advisors and named to LPL Financial’s Director's Club, a distinction given to the top advisors based on their business success compared to the more than 14,000 LPL advisors registered nationwide. LPL awards select advisors, out the more than 15,000 LPL-affiliated advisors nationwide, with this distinction based on an advisor’s business success.
“On behalf of LPL, I congratulate James and Gregg,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “James and Gregg both have demonstrated tremendous value to their clients with the service they provide to help clients pursue their financial goals. We thank James and Gregg for the contributions they make to their clients, their commitment to offering their clients independent financial advice and their ongoing relationship with support of LPL. We wish them both continued success.”