We are happy to announce James A Warner was honored as one of LPL Financial’s top advisors in 2020! “Through my years as a financial advisor, my priority has always been to strive to do my best for my clients,” James says. “My team and I work hard to always go the next step, to think ahead as far as possible, and to prepare for what the future holds. I am honored to be among the top advisors at LPL.”
James A Warner, an independent LPL Financial advisor at Warner Group with offices in Shelton and Madison, today announced his inclusion in LPL’s Patriot’s Club. This elite award is presented to less than 9% of the firm’s more than 17,000 financial advisors nationwide*.
“On behalf of LPL, I congratulate James on reaching this milestone in his professional career,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “Business owners, American investors and industries at large faced extraordinary challenges throughout 2020. In the advisor-mediated financial advice market, investors showed how much value they place on a trusting relationship with a financial advisor. We applaud James for his commitment to clients and resiliency as a business owner, and we are inspired by his dedication to making a meaningful impact in the lives of his clients. It is an honor to support James and wish his entire team continued success as they continue to add value for clients and in their business in the years ahead.”
James A Warner is a Certified Financial Planner™ based in the Shelton and Madison, CT areas and provides a full range of financial services, including retirement and financial planning, individual investment planning, estate and protection planning, tax efficient strategies, and more.
Warner 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 1996-2020