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CFP^® is a mark owned by the Certified Financial Planner Board of Standards, Inc.  This mark is awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

• Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.


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• Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.



 
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