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ABOUT US - Our RIA-Broker/Dealer

We are proud to partner with LPL Financial, a Registered Investment Adviser–broker/dealer, that helps independent advisors like us serve their clients.

 

LPL Financial is:

 

The #1 Independent Broker Dealer in the U.S.^

The #1 Provider of 3rd Party Investment Services^^

A Fortune 500 Company.**

^As reported by Financial Planning magazine, June 1996-2023, based on total revenue.
^^  2019/2020 Kehrer Bielan TPM Survey. Based on financial institution market share.

** 2022 Fortune 500

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