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#1 Independent Broker/Dealer in the Country for the Last 27 Consecutive Years*
*Based on revenue, as reported in Financial Planning magazine, June 1996-2023

LPL Financial is solely in the business to provide independent advisors with the tools, training & support they need to provide objective financial advice to their clients. LPL Financial doesn’t offer any proprietary products nor do they engage in investment banking activities. Bill is able to provide objective investment recommendations without product or sales quotas. Bill has access to some of the most comprehensive, non-proprietary investments and insurance products in the industry. Moreover, Bill can use any third party economic & investment research he trusts will have a positive impact on preserving and building wealth for his clients.