The prospect of building wealth through successful investing has never held more appeal. But like any market, with increased demand for financial products has come increased supply. Investors are faced with what can be daunting choices.
As Investment Adviser Representatives with LPL Financial, a registered investment adviser, we can help you define your long-term investment objectives and build a personalized investment portfolio designed with the goal to pursue them. We recognize the importance of getting to know you – your financial needs, your financial goals and your lifestyle.
Our office was established to provide ongoing professional advice to investors while helping them meet their individual investment objectives. We are able to do this by offering truly objective financial advice on a fee basis. This method of compensation allows us to adjust your investment portfolio without requiring you to pay commissions.*
Working on a fee basis allows us to:
- Customize an investment portfolio that is designed to help you realize your short- and long-term investment goals
- Provide simplified performance reporting, making it easy for you to monitor your account
- Support you with ongoing professional advice, timely information about your account and updates on the world’s financial markets
- Manage your portfolio and make investment changes without commissions* as your objectives or the economic climate changes
If you would like any further information about fee-based asset management or other areas of investing, please do not hesitate to contact us.
* Nominal transaction charges may apply.
FINRA series 6, 7, 8, 63, and 66 held with LPL Financial
Registered for Securities in the following states:
AZ, CA, FL, HI, MI, NV, NY, OH, SC, TX
Registered as IAR in the following states:
Insurance Licensed in the following states:
MI, OH, TX, NY