Broker Check


LPL Master's Club

Frank  X. Aceves, Jr. of Oak Wealth Management is Recognized as One of LPL Financial's Top Financial Advisors.


"I am very grateful to receive this award as my team and I look forward to serving our clients every day. The growth that we've experienced at Oak Wealth Management over the last 10 years has been phenomenal and is a true testament to the intrinsic level of commitment we have as we attempt to deliver exceptional service experiences to our client families every day. We are truly blessed to have the friendships and associations that we have."

~Frank

Client Centered


Walnut Creek, CA — March 19, 2024 – Frank X. Aceves, Jr., a financial advisor at Oak Wealth Management in Walnut Creek, today announced that his achievements have been recognized with inclusion 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.

Aceves serves clients based in the San Francisco Bay Areaas well as 15 other states, providing comprehensive wealth management services, including financial planning, Investment management, retirement planning, and estate planning.

“On behalf of the entire team at LPL, I am thrilled to congratulate Frank his 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, Frank has taken his business to the next level, allowing him to dedicate more time to building meaningful client relationships with families in the San Francisco Bay Area. Through their guidance, they have been instrumental in helping these families turn their aspirations into financial realities.”


Aceves has been affiliated with LPL Financial, a leading wealth management firm, for 10 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:

Client Centered

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.

Photo: LPL Financial Tower II at La Jolla Commons in San Diego, CA.