Securities, fee-based, and asset management services offered through LPL Financial, a Registered Investment Advisor, member FINRA/ SIPC, America's No. 1 independent brokerage firm.*
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 1996-2012.
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: Alabama, Arkansas, California, Colorado, Florida, Iowa, Indiana, Massachusetts, North Carolina, New Jersey, New York, Ohio, South Carolina, and Virginia.
LLG Financial Wealth Management & Planning is independent of LPL Financial.