LPL FINANCIAL

LPL Financial is the largest independent broker-dealer* in the United States. They are the company that provides us with the systems that allow us to run our office. The services they provide to us include technology, custody of investments and regulatory compliance... The types of investments and products we provide and manage for you are diverse. Because of this we can be compensated in many ways. Typically we charge a percentage fee for managing your investments. This fee can change depending on the size of your accounts, but is often 1%. We pride ourselves on being open and transparent when it comes to compensation and costs, which is why we review our compensation with you during our annual review... As an independent, locally owned firm we are able to provide you with objective advice and fiduciary-level service. There are no proprietary products or cookie-cutter solutions here. We take our relationship with you seriously. We bear full transparency with you; giving you the..

Primary location: Eugene United States