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  2. About LPL

About LPL

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.

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Phone: 949-727-0566

Email:
dbrockman@redwitzwealth.com

 

3 Park Plaza Suite 1700, Irvine, CA 92614

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WCG Form CRS

LPL Financial Form CRS

Check the background of this firm or the investment professional on BrokerCheck.

Securities are offered through LPL Financial, member FINRA/SIPC. Investment advice offered through The Wealth Consulting Group, an SEC Registered Investment Advisor, doing business as Redwitz Wealth Management Group. The Wealth Consulting Group and Redwitz Wealth Management Group are separate entities from LPL Financial.

The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

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