Compliance – Form CRS – Independence Square Advisors

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Securities and Retirement Plan Consulting Program services offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC*. Other advisory services offered through Independence Square Holdings, a registered investment advisor. Independence Square Holdings is a separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CA, DE, FL, GA, ID, IL, MA, MD, ME, MT, NJ, NY, PA, SC, TX, VA, WA, WI, WY.

150 South Warner Rd Suite 300
King of Prussia, PA 19406
info@indsquare.com

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