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ABOUT US - Our RIA-Broker/Dealer
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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.**
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^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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