JP has been a registered representative and investment advisor representative with LPL Financial since 2006. He provides wealth management, investment advisory services and...
OPENNESS: Enable our clients to make well informed decisions. Provide balanced and accurate assessments not only of the potential benefits, but also of the costs, risks and limitations of a particular strategy or action. Clearly explain our fees and any other compensation we may receive, and disclose potential conflicts of interest whenever they may arise.