LPL Dedicated Service Team 40

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LPL Financial Dedicated Service Team 40

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LPL Financial Form CRS
Form ADV Part 3: Client Relationship Summary
Form ADV 2A: Firm Brochure
Form ADV Part 2A Appendix 1: Wrap Fee Program Brochure
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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 / Independence Square Advisors 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, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, NH, NJ, NC, NV, NY, OH, PA, SC, TX, VA

150 South Warner Rd Suite 300
King of Prussia, PA 19406
610-520-1500
investments@indsquare.com

© 2022 Independence Square Holdings, LLC. All Rights Reserved.

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