Our wealth Management office is conveniently located in Plano, TX. Servicing Clients in the entire state of Texas as well as where we are registered across the United States.
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: CA, CO, TX, FL, LA, OK, AR, WA.