LPL FINANCIAL
LPL Financial is an independent investment management and wealth planning firm located in Carrollton, Georgia, serving high net-worth individuals, families, and small business owners since 2004. As a fee-based financial firm, their advisors provide holistic wealth planning and investment management, tailoring strategies to each client's unique financial circumstances.
Committed to simplifying the complex, LPL Financial employs a process-driven, fee-only approach to money management, focusing on risk measurement and management. Their personalized support and partnership with LPL Financial allow them to make recommendations based solely on the best interests of their clients, free from the constraints of a parent company.
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