Strategic Partnerships

About LPL Financial

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 personalized 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.

LPL Financial | Wealthcare Partners of Santa Barbara

About Private Advisor Group

 

Private Advisor Group is one of the top RIA's Firms in the United States country, headquartered in Morristown, NJ. PAG is committed to partnering with independent financial advisors to help clients pursue financial freedom.

Private Advisor Group Firm Snapshot as of June 30, 2023:

  • Over $30B Advisory Assets under management
  • Over 750 Independent Advisors Nationwide

Private Advisor Group Welcomes $1 Billion AUM AK Financial Group to Growing RIA