A Strong Financial Foundation

Client / Investor

  • Servicing over 405 financial institutions nationwide, LPL representatives help investors meet their investment goals.
  • Investors place more than $165 billion annually with LPL representatives.


LPL Independent Investor Representative

  • More than 10,000 financial advisors are located in 6,000 independent owned offices.
  • Provide professional advice and investments including stocks and bonds, mutual funds, fee based asset management, annuities, life insurance, direct investments and money market accounts.
  • Have no proprietary product influence and offer access to many of the nation's leading investment companies.



Phone: (508) 675-7765   Fax: (508) 677-0692
255 County Street, Somerset, Massachusetts 02726




Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

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