Media Coverage

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.

 

About LPL Financial

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com

*Achievement is based on annual production among LPL Advisors only.

**Based on total revenues, Financial Planning magazine June 1996-2018

The Financial Consultants at Vintage Wealth Advisors are also registered with and 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, Vintage Wealth Advisors and LPL Financial are separate entities.


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 1996-2015

 

 

About LPL Financial

LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served $460 billion in advisory and brokerage assets as of Feb. 29, 2016. LPL is one of the fastest growing RIA custodians and is the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2015). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life’s aspirations into financial realities. Advisors associated with LPL also service an estimated 40,000 retirement plans with an estimated $118 billion in retirement plan assets, as of December 31, 2015. LPL also supports more than 4,000 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than

3,400 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 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.

 

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