LPL is the largest independent broker/dealer in the country.
*Based on total revenues, as reported in Financial Planning magazine, June 1996-2017.
Imagine a wealth services company without tiers and layers. A company that gives objective advice. Add to this a firm who places your goals above all else. What you get is a world-class firm to help you shape an independent tomorrow.
- An Independent Firm
- A LPL Financial Advisor
- Experience and Personal Service
Who We Are
We are an independent Financial firm, focusing on you, your needs and goals, located in Westlake Village, California.
What We Do
Our advisors offer a wide range of financial services. Our two primary services are financial and retirement planning.