About Us

What is an LPL Financial Advisor?

LPL financial advisors are a group of independent financial advisors who are dedicated to providing personalized financial planning and investment management services to their clients. LPL Financial is a registered investment advisor and a broker/dealer. LPL financial advisors have access to LPL's extensive range of investment products and services, as well as its cutting-edge technology and research resources, which they can use to help their clients work toward their financial goals.

Over the years, LPL Financial has grown to become the largest independent broker-dealer in the United States, with a network of over 29,000 financial advisors who serve millions of clients across the country.

LPL financial advisors are professionals who have undergone education and training to provide financial advice and guidance to their clients.

To become an LPL financial advisor, individuals must pass relevant industry exams, such as the Series 7 to sell securities and the Series 66 to provide investment advice.

In addition to these initial qualifications, LPL financial advisors are typically required to maintain ongoing education and training to stay up-to-date on the latest financial products, services, and regulatory changes.

LPL Financial also has a variety of programs and resources available to support the ongoing training and development of its financial advisors. This includes access to research, market analysis, and other tools that can help advisors better serve their clients and stay on top of the latest trends and developments in the financial space.

What is the benefit of working with an LPL financial advisor?

There are many benefits to working with an LPL financial advisor. We can help you address your financial goals, such as planning for retirement, saving up for your children’s schooling, eliminating debt, and much more.

As independent financial advisors, LPL financial advisors have no affiliation with any specific financial institution or product. We provide independent advice and recommend the products and services that best meet our clients' needs. This allows us to focus on our clients' best interests and build long-term relationships.

Overall, LPL financial advisors are knowledgeable and experienced professionals who have undergone regular training and education to become qualified to provide financial advice and guidance to their clients.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.