AdvisorVoices - Greg Solis

Greg Solis, president of Solis Wealth Management, transitioned back to LPL Financial after he determined that a partnership with LPL provided the tools he needed to help his clients pursue their dreams while giving him the flexibility to devote time to his faith, family, and community.

Download our free white paper, “Changing Firms: 5 Steps for a Smooth Transition,” at, to learn what advisors and industry consultants identify as the correct path to a successful move.

LPL Financial and Solis Wealth Management are separate entities.