Advisory Programs and Brokerage Consulting Services

Our clients depend on us to provide quality investment advice that is timely, accurate, and tailored to their needs. Our broker dealer LPL Financial has long been recognized as one of the industry leaders in fee-based asset management and brokerage services for independent advisors due largely to its unwavering commitment to:

• Investing in leading edge technology

• The most efficient and user-friendly advisory investment tools, including some of the most innovative advisory programs in the industry

• Focusing on research and innovative thinking

• Enhancing and upgrade platforms and services on a continual basis to remain at the forefront of the industry

• Countless investment choices with no proprietary products

Advisory Platforms

We offer a choice of investment platforms designed for to the preferences of our clients.

• Advisor Driven Platforms – Advisor takes lead role in all aspects of asset management, including asset allocation, investment selection and periodic rebalancing decisions

• Centrally Managed Platforms – Day-to-day asset management decisions made by outsourced money managers

We offer you the choice of fee based or commission based investing. We discuss the features and benefits, then balance those with the cost of each. The client’s decisions are usually based on what level of involvement the client desires along with the style of management they prefer.