ABOUT LPL FINANCIAL

Independent objective advice through LPL Financial allows us to be able to distinguish our services from many other firms.  We believe it is important to partner with a firm that allows us to custody our clients' assets independent from our own to provide peace of mind to our current and prospective clients.

 LPL Financial is one of the nation's leading financial services companies and a publicly-traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.

LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.

For more information regarding LPL Financial, please visit their website, www.lpl.com

Your Goals Come First

Securities & Investment advice offered through LPL Financial, Member FINRA/SIPC. Texas Private Wealth Advisors is a  separate entity from LPL Financial.  This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice.  Each plan has unique requirement and you should consult your attorney or tax advisor for guidance on your specific situation.  In no way  does advisor assure that, by using the information provided, plan sponsor will be  in compliance with ERISA regulations.   

This site is designed for U.S. Residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NE, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. Please note that not all of the investments and services are available in every state.  

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