The Benefits of Independence

Our Affiliation with LPL Financial

We are proud to be affiliated with LPL Financial, the largest independent broker-dealer in the nation.* Our independence gives us the opportunity to focus on your immediate needs and long-term goals without the distraction of sales directives or product obligations.

For over four decades, LPL Financial has served as an enabling partner – supporting financial advisors in their goal of protecting and growing their clients' wealth. A primary objective of the firm is to reduce the complexity of running a financial services practice, so advisors can focus on what they do best: help their clients reach their financial goals.

With headquarters on both coasts, LPL Financial supports financial advisors by offering a robust mix of services and tools, including:

• Comprehensive clearing and compliance services
• Practice management programs and training
• Independent research and enabling technology

For more information about LPL Financial, visit www.LPL.com

* As reported in Financial Planning Magazine, 1996-2015, based on total revenue.