As one of the nation’s largest independent broker-dealers and RIA custodians1, LPL Financial helps me serve my clients’ best interests. They share my belief that a financial professional’s role is to understand your goals and opportunities and create personalized plans that can work for you.

With more than 30 years in the financial industry, LPL’s independence, dedication to financial professionals and their clients, and technology give them a distinct edge. Their professionals can be free from outside influence because they do not offer proprietary investment products or have investment banking operations. Independent research, as well as other resources, are how I help you pursue your goals.

I’m proud to be one of the many financial professionals supported by LPL and enjoy the strength and stability they’ve given me. To learn more about LPL Financial, visit their website.

 

1 1 Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2021).

LPL San Diego tower lobby