5 Time | 5 Star 5280 Magazine Professional Wealth Manager
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA.
The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.
Get in touch.
Give me a call at 303-759-1110 or use the secure contact form to request a free consultation.
My investment strategy is customized to every individual. I tailor your investment portfolio to your specific financial goals. I meet with my clients three times a year and seek to provide a level of service deserving of each client.
What is your investment strategy?
I work primarily on a fee basis instead of a commission structure which allows me to be open minded, provide excellent service and a high quality relationship. I am personally managing your money on a daily basis. I subscribe to a “hands on” approach for all of my clients.
What are the benefits to working with LPL Financial?
LPL Financial is an independent brokerage house without proprietary products. We do not have quotas and are not forced to sell products that will not fit a client’s investment strategy. LPL Financial allows for complete flexibility in my trading and helps me formulate a custom investment plan.