(Source: PRNewswire)
LAKEWOOD, Colo., May 7 /PRNewswire-FirstCall/ -- Solera National Bank, a wholly-owned subsidiary of Solera National Bancorp, Inc. (OTC Bulletin Board: SLRK), announced today that it has entered into an agreement with LPL Financial, who will now serve as Solera National Bank's broker/dealer. Through this service relationship, Solera National Bank's clients and others in the area where the bank operates will have access to a full range of securities brokerage services, including retirement and financial planning, professional money management, individual stocks and bonds, mutual funds, annuities and more.
Laurie Vargas, CFP(R), will be available at Solera National Bank's main office to provide clients with personalized, professional investment guidance with the aid of state-of-the-art investment information and communications technology.
Douglas Crichfield, President & CEO of Solera National Bank, commented, "We are excited about the relationship with LPL Financial, one of the nation's largest providers of third-party investment services to banks and credit unions. We are extremely fortunate to have someone of Laurie's caliber team with Solera to broaden the range of financial products and services offered to our clients."
Laurie Vargas commented, "Solera National Bank has made a major impact in the Denver metropolitan area by successfully lending to businesses and serving the community. Their expansion into financial planning and investment management is well-timed. I am honored to serve in this extremely important role. Solera and I will work together to improve the financial strength of our community."
About Laurie Vargas, CFP(R)
As a CERTIFIED FINANCIAL PLANNER(TM), Laurie is held to the highest business and ethical principles, as the CFP(R) certification is recognized as the standard of excellence in personal financial planning. Laurie is in her fourteenth year of practice and specializes in wealth management and accumulation strategies. Laurie provides knowledgeable strategies using various insurance and investment products for people sincere about achieving positive financial futures. She is committed to helping individuals, families and businesses meet and exceed their financial and life goals.
About LPL Financial
LPL Financial is the nation's largest independent broker/dealer (As reported in Financial Planning magazine, June 1996-2008, based on total revenue). Headquartered in Boston, San Diego, and Charlotte, LPL Financial and its affiliates offer non-proprietary investment products, unbiased research, and wealth management services through 11,000 financial advisors and 800 financial institutions nationwide.
