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Today's Date:
Friday, December 04, 2020
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Disclaimer

These services are not affiliated or endorsed by LPL Financial and are provided for you to consider and determine if the services they provide meet your needs. LPL Financial does not provide legal or accounting advice. LPL Financial nor RetirementGeeks receive compensation from these providers, but might receive referrals from them.

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.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

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