Broker Check

We service clients in multiple states. Physical Locations in Florida, Georgia, & Alabama.

833-572-2288Find U-Vest® Offices

Meet Our Broker: LPL Financial

U-Vest™ Financial & LPL Financial 

We are an independent practice working with an established and respected broker-dealer and investment advisor, LPL Financial. LPL Financial has been in business since 1989, through the merger of Linsco (est. 1968) and Private Ledger (est. 1973). The strength of our relationship with LPL means we have access to a full suite of financial planning services and technology to serve our clients better.

What does that mean for you?

It means you’ll experience the personal touch and customer service advantages of working with U-Vest™ Financial’s independent advisers, along with the financial strength and scale of a financial company that has managed personal and business assets for more than 30 years.

LPL Financial has been serving the financial needs of families, individuals and businesses for more than 30 years.

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.

Want to discuss your financial goals and strategies to pursue them? Need to schedule an appointment? Contact us today.

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