LPL Financial Logo
Today's Date:
Monday, September 28, 2020
LPL Financial Logo
Today's Date:
Monday, September 28, 2020
Home of the Retirement Geeks

About LPL Financial

Our broker-dealer "LPL Financial," through which we provide comprehensive and independent investment options for clients and through which we do "Wealth Management & Planning," gives us the tools needed to geek out on your retirement planning. RetirementGeeks.com is the marketing name of The Legacy Life Group, Inc, which stems from the "Advice for Life" we provide, and LPL Financial's history over 40 years stems from the merged name of Linsco and Private Ledger (out of Boston and San Diego). At RetirementGeeks.com and LPL Financial, your goals always come first.

At LPL Financial, your goals always come first. The founders of LPL Financial had a pioneering vision: to create a refreshingly personal alternative to Wall Street firms.  An environment where you receive truly independent advice that’s always focused on your goals. Ultimately, the success of your investment strategy depends on four key elements: LPL Financial’s heritage of independence.  Our unbiased research and solutions.  Objective guidance and advice.  And the expert support and training we offer your advisor.  

With LPL Financial, your advisor is independent, but not alone…so your goals always come first.

Click here to learn more about LPL Financial's rank among independent brokerage firms as reported by Financial Planner magazine.

Disclaimer

Securities, fee-based, and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/ SIPC, America's No. 1 independent broker / dealer.* Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial. *Based on total revenues, as reported by Financial Planning magazine, June 1996-2019.

Though our fixed insurance agents are licensed in all 50 states, our LPL Financial registered representatives associated with this Web site may only discuss and/or transact securities business with residents in the states in which they are licensed. Jon Dewar, the LPL Branch Manager is licensed in the following states: California, Florida, Indiana, Iowa, Massachusetts, Minnesota, Missouri, North Carolina, Ohio, South Carolina, Texas, and Virginia. RetirementGeeks & Legacy Life Group, Inc. are independent of LPL Financial.
©2007-2020 Legacy Life Group, Inc. dba RetirementGeeks.com

Contact

RetirementGeeks.com
2840 Plaza Place
Suite 206
Raleigh, NC 27612

Local: 919-881-2850
Toll Free eFax: 800-785-1070
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram