Broker Check

Impactful Video Links

The registered individuals with the consortium are financial planners with LPL Financial, a Registered Investment Advisor Member Finra/SIPC.

Five Star Award is based on 10 objective criteria associated with providing quality services
to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to
be considered or placed on the final list of 2019 Five Star Wealth Managers.