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Davis Financial Management
(408) 532-5220 www.elocalprofiles.com...- Write a review
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Davis Financial Management Business Overview
Company Information: LPL Financial was founded with a pioneering vision - to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice. Today, LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer supporting more than 11,000 financial advisors nationwide.* We are also an enabling partner to a broad range of banks and credit unions, as well as broker/dealers at leading financial services companies. Providing Americans with investment advice has never been more important than now. At LPL Financial, we help financial professionals manage the complexities of running successful organizations by providing our partners with access to: * Leading-edge tools and technology * Independent investment research * Dedicated service and training * Open product architecture offering investment solutions This allows our partners to focus on providing investment advice, to help their clients achieve important life and financial goals. At LPL Financial, we understand the important role a financial advisor can play in managing your total financial life. That�s why we provide our financial advisors with the tools they need to help you meet your goals. When you choose an advisor supported by the vast resources of LPL Financial, you can be confident that your advisor will have access to independent research, state-of-the art technology, innovative investment tools, and the exceptional support that allows your advisor to devote his or her full attention to your needs and objectives.
Hours of Operation: Monday 08:00 AM - 5:00 PM, Tuesday 08:00 AM - 5:00 PM, Wednesday 08:00 AM - 5:00 PM, Thursday 08:00 AM - 5:00 PM, Friday 08:00 AM - 5:00 PM, Saturday Closed, Sunday Closed
Categories: Financial Consulting, Investment Services, Financial Planning
- Specialties: Financial Planning Consultation.
- Associations: LPL
- Products and Services: Financial Planning, Wealth Management, Asset Management, Investment Management, Investment Services, Financial Services, Retirement Planning, Estate Planning, Retirement Plan, Financial Consultant
- Languages Spoken: English
- Year Established: 1987
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