What are the requirements to attain financial credentials and which credentials should I look for in choosing a Financial Advisor?
The FINRA website lists 69 different financial credentials that appear among financial advisors. The FINRA website is a useful tool that explains who grants these credentials, how much work is required to acquire on, and how much continuing education is required to maintain the credential.
What is my Financial Advisor's relationship with LPL Financial and what does it mean to me?
LPL Financial is an independent entity and does not have revenue sharing agreements with any other professionals. This means that we do not receive any form of compensation for referring you to a particular accountant, attorney or other professional outside of our office.