6340 Sugarloaf Parkway
Our alliance with LPL Financial provides us access to LPL's Research Team, whose mission is to provide us with independent investment research to help our clients in the management of their assets. LPL Research serves three roles:
(1) share relevant and timely market and economic insights;
(2) provide rigorous due diligence and asset allocation advice; and
(3) develop forward-thinking thought leadership perspectives and strategies. This team of investment research analysts works with us to provide market insight and investment strategies to help our clients pursue their financial objectives.
LPL Financial has no proprietary products to sell, no investment banking relationships to cultivate or keep happy, and no other business conflicts that may impede the team from providing professional and independent advice. Reliable investment decisions cannot be made if conflicts are present.
The Research team supports our pursuit of your financial goals with the following:
As an independent financial advisor, I am focused on your financial goals and how they can best be achieved. I create a connection of trust with my clients by leveraging the professional relationship I have with LPL Financial and LPL Financial research. My clients appreciate this partnership and my industry knowledge.
Click Here to Meet LPL Research At A Glance.