Overview

Our branch office of LPL focuses primarily on Qualified Retirement Plans (401(k)s) and Personal Wealth Management. We also offer specialized planning for business owners with managing their company retirement plans, personal wealth, and other business solutions. We have an insurance business as well that covers individuals and company benefits (health, dental, vision, etc).

We currently have business succession plans and purchase agreements in place/pending that have allowed Advisors and Agents to sell all or part of their book while retaining independence and ownership where they desire. We desire to connect with Agents and Advisors who are looking to transition some or all of their books in a way that suits them and their lifestyles. As business owners ourselves, we know the nuances that come with selling a business and want to help Advisors and Agents transition on their terms.

Market
Advisor/RIA
Last Activity
today

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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