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Securities, fee-based, and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/ SIPC, America's No. 1 independent broker / dealer.*
Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial. *Based on total revenues, as reported by Financial Planning magazine, June 1996-2014.
Though our fixed insurance agents are licensed in all 50 states, our LPL Financial registered representatives associated with this Web site may only discuss and/or transact securities business with residents in the states in which they are licensed. Jon Dewar, the LPL Branch Manager is licensed in the following states: Arkansas, California, Colorado, Florida, Idaho, Illinois, Indiana, Iowa, Maine, Maryland, Massachusetts, Missouri, North Carolina, Ohio, South Carolina, Texas, Virginia and West Virginia.
RetirementGeeks & Legacy Life Group, Inc. are independent of LPL Financial.