LPL Financial Advisor
BA – Finance; FINRA Series 7 & 66 Securities Licenses held through LPL Financial and Life, Health, & Variable Life Insurance Licenses.
My primary role is providing comprehensive financial planning for individuals. This includes investment management, insurance services, and retirement planning.
Email: [email protected]
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Two Rivers Bank & Trust and Two Rivers Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Two Rivers Investment Services and may also be employees of Two Rivers Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Two Rivers Bank & Trust or Two Rivers Investment Services. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by FDIC or Any Other Government Agency||Not Bank Guaranteed||Not Bank Deposits or Obligations||May Lose Value|
This website may contain concepts that have legal, accounting, and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1) Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. 2) Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.