Broker Check

Valis Named to LPL Financial Directors Club

| March 13, 2017
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James A. Valis, CFP® has been recognized as a top financial advisor and named to LPL Financial’s Director's Club. This distinction is is given to the top advisors based on their business success compared to the more than 14,000 LPL advisors registered nationwide. “On behalf of LPL, I applaud James for earning this distinction and thank him for the contributions he has made to his clients, LPL and the financial services industry,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “James’s success is reflective of the value he has created with his clients by delivering independent financial advice and a robust service offering to help them work toward their financial goals. We are proud to support James and wish him continued success.”

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