Financial Advocates serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice.
While our central focus is OSJ supervision of our advisors' practices, we're continually seeking new pathways to success for our partners. These include marketing areas such as nonprofit programs and alliance relationships and improved administrative procedures that can help advisors better focus on their clients. All efforts are aimed at streamlining operations and providing more effective oversight for the benefit of our partners.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Financial Advocates Investment Management, a registered investment advisor and separate entity from LPL Financial. www.finra.org and www.sipc.org
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.financialadvocates.com
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.financialadvocates.com
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