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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
I have recently joined LPL Financial, the nation’s largest Independent Broker Dealer*, which allows me to offer nonproprietary investment products, giving me the freedom to choose the most suitable investment strategies for you, free from conflict of interest.
My practice is part of the America Group Retirement Strategy Centers, one of LPL’s "Top" large enterprises comprised of more than 80 LPL advisors. I always have access to the support and knowledge of these affiliated professionals. These resources, combined my 32 years of experience in the financial industry, allow me to provide the...
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