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LOCAL: (386) 672-0871

1525 Herbert St., Suite 104

Port Orange, FL 32129-6107 

About LPL

Your finances are about much more than data and digits - they represent ability, versatility and opportunity, and properly managed, will provide you with unfettered access to all three of these benefits.

Strength in Numbers

LPL Financial is not only one of leading financial services companies in the US, they have been recognized by Financial Planning Magazine: (June 1996-2014) for more than 15 years as the nation's largest broker/dealer, based on total revenue.. With more than 12,000 affiliated and independent investment advisors in their network and over 370 billion dollars in advisory and brokerage assets managed, LPL stands as a trustworthy anchor in the uncertain seas of the economy.

Individualized Investment

While some large broker/dealer firms might make clients feel "lost in the shuffle," the LPL process ensures a personalized approach is used for each customer serviced. Benefits such as non-proprietary third party product sponsors and investment vehicles, as well as specially tailored investment strategies, keep both your future and your team focused on your goals.

A Client-Driven Focus

By removing affiliations and proprietary motivations, LPL Financial offers its clients a "clean slate" that is steered towards customer satisfaction, not inflated commissions or kickbacks. Through tools, tips and professional guidance from team members, clients are able to take control of their financial plan without concern over advisor bias. If you're ready to discover the difference that quality, non-proprietary financial services, guidance and tools have to offer your financial future, call or contact LPL Financial today. We're ready to sit down with you, discuss your goals, and commit to working together to pursue them.