Broker Check
ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

| February 09, 2024

FOR IMMEDIATE RELEASE                                  

 

Contact:

Anna Squier

240-283-7879

Taylor@VintageFP.com

 

Brian Oettinger of Vintage Financial Partners, RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

[ROCKVILLE, Maryland] — [February 9th, 2024] – Brian Oettinger, a financial advisor at Vintage Financial Partners headquartered in Rockville, today announced that their achievements have been recognized with inclusion in LPL Financials’ Summit 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.

Vintage Financial serves clients in the Mid-Atlantic Region, providing comprehensive wealth management services, including investment, retirement, tax, charitable giving, and estate planning.

“The essence of Vintage Financial Partners lies in the relationships we've nurtured over the years. Our association with LPL Financial enhances our ability to provide comprehensive and collaborative advice. More importantly, the bonds we have formed with our clients and their families are at the heart of everything we do. We believe in growing together, celebrating milestones, and navigating challenges as a team.” said Brian Oettinger, Managing Partner of Vintage Financial.

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

Oettinger has been affiliated with LPL Financial, a leading wealth management firm, for sixteen years. Through LPL, financial advisors are empowered to focus on their unique skills in building client relationships and delivering personalized financial advice while leaning on LPL to provide the services, support, and tools to help increase operational efficiency and power business growth.

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and enterprises and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 22,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 570 registered investment advisor (RIA) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and enterprise leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors and enterprises so they can take care of their clients.

Securities and Advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

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