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Lance browning, RICP from Income Solutions Wealth Management was recently recognized as a Five Star Wealth Manager. Financial advisors are evaluated on key factors, such as industry credentials, length of service in the industry, client retention rates. Browning is an LPL Financial-affiliated advisor.
Lance browning, RICP from Income Solutions Wealth Management was recently recognized as a Five Star Wealth Manager. Financial advisors are evaluated on key factors, such as industry credentials, length of service in the industry, client retention rates. Browning is an LPL Financial-affiliated advisor.
Lance browning, RICP from Income Solutions Wealth Management was recently recognized as a Five Star Wealth Manager. Financial advisors are evaluated on key factors, such as industry credentials, length of service in the industry, client retention rates. Browning is an LPL Financial-affiliated advisor.
WEALTH MANAGER TYLER, TX March 30,2016 Lance A. Browning, RICP from Income Solutions Wealth Management was recently recognized as a Five Star Wealth Manager, a distinction awarded to less than seven percent of wealth managers in the Dallas/Ft. Worth metropolitan area by Five Star Professional, a third-party research firm. To be considered for the recognition, financial advisors are evaluated on key factors, such as industry credentials, length of service in the industry, client retention rates, education and professional designations and client assets administered, to identify those who provide quality service to their clients. I have focused on providing personal service, innovative strategies and objective financial guidance to my clients for the past 19 years, and it is an honor to be recognized for those efforts, said Browning. Browning is an LPL Financial-affiliated advisor. LPL is a leader in the financial advice market and provides resources, tools and technology that enable advisors in the delivery of personal, objective financial advice. Five Star Professional is a third-party research firm. It collects nominations from peers and firms, including financial planners and advisors, CPAs and estate planning attorneys; self-nominations are not accepted. Nominees are evaluated based on 10 criteria, such as credentials, experience and assets under management, to determine overall performance and satisfaction. After review by a panel of local industry experts and a review of a professionals regulatory history, Five Star Professional determines its final list of Five Star Wealth Managers. Wealth managers do not pay a fee to be considered or placed on the final list of 2016 Five Star Wealth Managers for a particular region.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2013), an RIA custodian, and an independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,500 financial advisors and approximately 700 financial institutions. In addition, LPL Financial supports more than 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 3,000 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