Our team has joined the national independent brokerage firm of LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation, representing more than 16,000 independent financial professionals across the country.* As LPL Financial professionals, we are free to choose the products and services that address our clients’ needs because LPL Financial does not offer any proprietary products. This commitment to independent financial advice helps to preserve the integrity of our investment advice. For decades, the firm has served as an enabling partner to financial professionals, supporting us in our goals of helping to preserve and grow our clients’ wealth. We are proud of our new affiliation and are confident that you will be pleased with the range of services you will receive as a result.
* As reported by Financial Planning magazine, June 1996-2023, based on total revenue.