CALIFORNIA CONSUMER

We are an independent wealth management firm in the Orlando area specializing in wealth planning and asset management for affluent pre/post retirees, business owners, and those still in the wealth accumulation phase of life... Waking up every day with the financial ability to do something we love - whether it's spending time with family, travel and leisure, providing an education, helping our kids or aging parents, starting a new career or business, or supporting causes that are important to us - these are the reasons we save and invest... LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized..

Primary location: Maitland United States