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Today's Date:
Friday, December 04, 2020
Home of the Retirement Geeks

Contact Us

Thank you for your interest in working with the Retirement Geeks
of LPL Financial. Let us know how we can assist.
Address
2840 Plaza Place
Suite 206
Raleigh, NC 27612
E-mail
heather.ragland@lpl.com
Phone
(919) 881-2850
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    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

    ©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
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