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Weâre a team of fierce innovators that are challenging the status quo through smart, pro-consumer financial products and services.We got our start in 2000, as an online bank â when the idea of banking online was almost unthinkable.
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Quick Bio: Hello, Iâm David Barson, CFP®, the founder of Barson Financial Planning. LPL is a leader in the markets we serve, supporting more than 19,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. It is a huge company. LPL is a financial brokerage firm with offices in California, Massachusetts, and South Carolina.
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Their network includes over 14,000 financial advisors and roughly 700 financial institutions.. LPL provides technology, investment advisory services, and more to financial advisors and firms all over the country. Submit the form below or call us directly at 1 (866) 876-7873.
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2015-2022 Mark Schulten. Alzheimerâs Association San Diego Imperial Chapter
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