LPL Financial
40yrs
Top advisor by experience in La Quinta
34yrs
Greg Solis has worked in the financial industry for 34 years and is a financial advisor based in La Quinta, California. After a year at Wells Fargo Advisors, Greg joined LPL Financial in 2004, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience34 years (since 1993)
How that compares ?Top 10% by experience in California
Office78-075 Main Street, Suite 204, La Quinta, CA 92253
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2004 – nowLPL Financial LLCCurrent firm
- May 2003 – Jul 2004Wells Fargo Clearing Services, LLCPreviously
Contact Greg
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Greg. 78-075 Main Street, Suite 204La Quinta, CA 92253Office · Get directions Facebook pageLPL Financial
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Questions to ask Greg
Tailored to Greg’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Greg
How do I contact Greg?
Call LPL Financial at (704) 733-3300 and ask for Greg Solis. Greg works from the La Quinta, CA office.
How long has Greg been a financial advisor?
Greg has been in the industry since 1993, about 34 years. Top 10% by experience in California.
What licenses does Greg hold?
Series 63. Tap any license on this page to see what it allows.
Is Greg a fiduciary?
Greg is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Greg paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Greg for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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