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LPL Financial

Dosio Wealth Management has a relationship with LPL Fiancial. 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 about LPL Financial, visit www.lpl.com.

Contact

822 North A1A 

Suite 310

Ponte Vedra Beach, FL 32082

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Tel: 904-214-5630

Fax: 904-473-4701

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clinton.dosio@lpl.com

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL

 

Check the background of investment professionals associated with this site on FINRA's BrokerCheck  

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Dosio Wealth Management (DWM) to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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Copyright 2020 Dosio Wealth Management

 

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© 2020 Copyright Dosio Wealth Management. 

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