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James Warner named to LPL's Masters Club for 2024

James Warner named to LPL's Masters Club for 2024

February 20, 2024

James Warner was recognized for his achievements and was included in LPL Financial’s Masters Club* for 2024!

This distinction celebrates a select group of advisors on ambitious growth trajectories, who have achieved excellence in financial guidance.

As America’s investing public looks ahead to continued macroeconomic uncertainty and market volatility, it is critical they have an experienced financial partner by their side to help them manage, preserve and deploy their wealth.

“On behalf of the entire team at LPL, I am thrilled to congratulate James Warner on his outstanding achievements in 2023,” said Julian Lopez, LPL’s Executive Vice President of Independant Advisor Services Relationship Management. “By utilizing our proprietary technology and suite of customized services, James has taken his business to the next level, allowing him to dedicate more time to building meaningful client relationships with families. Through his guidance, he has been instrumental in helping these families turn their aspirations into financial realities.”

*Achievement is based on annual production among LPL-affiliated investment programs only.