Our Back Office & Compliance Team

LPL was established through the merger of Linsco and Private Ledger in 1989 and on the belief that everyone benefits from objective financial advise. They also realized that financial professionals need tools and solutions to be abe to do so. ²

As LPL Financial has grown, they have continued to update their systems and adapt their policies to ensure that financial professionals are able to remain compliant in changing landscapes. ³

¹ Based on total revenues, Financial Planning magazine 1996-2019

^{2, 3} The Power of Affiliation by LPL Financial

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.