Securities, fee-based, and asset management services offered through LPL Financial, member FINRA/SIPC, America's No. 1 independent brokerage firm.* Trust services offered through The Private Trust Company, N.A., an affiliate of LPL Finanacial. *Based on revenues, as reported by Financial Planning magazine, June 1996-2008.
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: Arizona, California, Colorado, Florida, Georgia, Iowa, Massachusetts, Maryland, North Carolina, New Jersey, Ohio, Oklahoma, South Carolina, and Virginia.
LLG Financial Wealth Management & Planning is independent of LPL Financial.