LPL is the largest independent broker/dealer in the country for 13 consecutive years.
*Based on total revenues, as reported in Financial Planning magazine, June 1996-2009.
 "Let Sterling help assist in making your dreams reality."

Imagine a wealth services company without tiers and layers.  A company free from conflicts of interest.  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.

Key Benefits
  • An Independent Firm
  • A LPL Financial Advisor
  • Experience & Personal Service

LPL Financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and lax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local LPL Financial office for information and availability.

Who We Are

WhoWe are an independent Financial firm located in Westlake Village, CA.
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What We Do

WhatOur advisors offer a wide range of financial services. Our two primary services are financial and retirement planning. more

How We Work

HowAs an independent firm our advisors provide you our best ideas and strategies without third party influence or bias. We work for you. more