JOHN CORDEIRO RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS
NAPA, CA — January 21, 2020 — John Cordeiro, an independent LPL Financial advisor at Vintage Wealth Advisors in Napa, today announced his inclusion in LPL’s Executive Council. This premier award is presented to less than 1% of the firm’s more than 16,000 financial advisors nationwide*.
“I congratulate John Cordeiro on behalf of LPL,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “We applaud his dedication to clients and his ability to nurture trusted relationships with clients to help them work toward their financial goals. We thank John Cordeiro for his continuous commitment to the independent model, which enables the delivery of objective financial advice, and for the opportunity to be their enabling partner. We wish him continued success.”
John Cordeiro is based in Napa, CA and provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.
John Cordeiro is affiliated with LPL Financial, the nation’s largest independent broker-dealer** and a leader in the retail financial advice market. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
JOHN CORDEIRO RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS
NAPA, CA — April 2019 — John Cordeiro, an independent LPL Financial advisor at Vintage Wealth Advisors in Napa, today announced his inclusion in LPL’s Executive Council. This premier award is presented to less than 1% of the firm’s more than 16,000 financial advisors nationwide*.
“I congratulate John Cordeiro on behalf of LPL,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “We applaud his dedication to clients and his ability to nurture trusted relationships with clients to help them work toward their financial goals. We thank John Cordeiro for his continuous commitment to the independent model, which enables the delivery of objective financial advice, and for the opportunity to be their enabling partner. We wish him continued success.”
John Cordeiro is based in Napa, CA and provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.
John Cordeiro is affiliated with LPL Financial, the nation’s largest independent broker-dealer** and a leader in the retail financial advice market. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
JOHN CORDEIRO ATTENDS LPL FINANCIAL’S SUMMIT 2016 CONFERENCE
Napa, CA – April 2016 – John Cordeiro from Vintage Wealth Advisors recently attended LPL Financial’s Summit 2016 conference, an event hosted for top-performing financial advisors of LPL, the nation’s largest independent broker/dealer* and a leader in the retail financial advice market.
The annual advisor event provides qualifying advisors with an educational forum that includes presentations from LPL leaders and industry experts. The conference is also designed to provide advisors with a unique opportunity to network and share ideas with their peers, who are among the most successful advisors supported by LPL.
“It is an honor to be recognized as among the most successful LPL financial advisors,” said CORDEIRO. “Being able to take part in an industry event such as Summit is a valuable opportunity to gather industry insight that can strengthen the level of service and experience that I can provide to my clients.”
“We applaud these elite advisors for having demonstrated an extraordinary commitment to helping their clients as they strive to reach their financial aspirations,” said Dan Arnold, LPL president. “We are proud to be able to support John as he continues to manage and grow his business.”
*Based on total revenues, Financial Planning magazine, June 1996-2021
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
For more information about LPL Financial, visit www.lpl.com
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Vintage Wealth Advisors, a registered investment advisor. Financial Advocates Investment Management and Vintage Wealth Advisors are separate entities from LPL Financial.
