Our Individualized Process

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Securities and Advisory Services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.  Representatives are currently licensed for Advisory Business: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, IS, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY

For Brokerage Business: AL, CA, FL, GA, MA, MD, NC, NY, OH, OK, SC, TX, VA 

For Insurance & Annuities:  AK, AL, CA, CT, GA, MA, MD, NC, OK, SC, VA , TX

Talk with your representative on additional states not listed.