Lpl Financial

Primerica Financial Services, based in Melbourne, FL, has been helping families secure their financial futures for over 45 years. Their licensed representatives educate clients on simple financial concepts and offer solutions such as term life insurance, investments, and debt solutions to empower individuals to make informed financial choices. With a focus on financial education and personalized financial needs analysis, Primerica is committed to helping middle-income families achieve financial freedom. Their people-first philosophy and dedication to doing what's right for clients have earned them recognition as one of the most trusted financial companies in the industry. Generated from the website

Servi Financial, represented by Jehovich Medina, is a Primerica affiliate focused on providing financial education and solutions to Main Street families. Established in 1977, the company advocates for sound financial practices, emphasizing the importance of personal finance and the "Buy Term and Invest the Difference" philosophy. Offering services in investments, savings, term life insurance, and mortgage loans, Servi Financial aims to empower individuals to achieve financial security regardless of their income level. The company is committed to marketing only products that genuinely benefit consumers, ensuring a client-centered approach in their operations. Generated from the website

LPL Financial, situated in Melbourne, FL, operates as an autonomous broker-dealer, delivering a diverse range of investment options, advisory support, and holistic wealth management strategies. The organization establishes key collaborations with financial advisors, institutions, and registered investment advisors (RIAs), equipping them with essential resources and cutting-edge technology to offer tailored financial counsel. By facilitating compliance oversight, refining practice management techniques, and providing advanced technological solutions, LPL Financial strives to enable advisors in fostering meaningful client interactions. At the heart of their mission lies a dedication to enhancing the productivity, precision, and autonomy of financial advisors navigating the intricate realm of financial services. By focusing on elevating advisors' operational effectiveness, LPL Financial plays a pivotal role in equipping professionals to thrive independently amidst the multifaceted landscape of financial services, ultimately contributing to the enrichment of client-advisor relationships. Generated using this brand's available information