The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ,CA,CO,CT,DC,DE,FL,GA,HI,IL,IN,KY,LA,MA,MD,MI,MO,MT,NC,NE,NJ,NM,NY,OH,PA,RI,SC,SD,TN,TX,UT,VA,VT,WA,WI,WV,WY
Professionals associated with Capital Financial Planners may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of Capital Tax Planners, and not affiliated with LPL Financial. Tax preparation related services offered through Capital Tax Planners DBA Capital Financial Planners. Capital Tax Planners is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax preparation related services.
LPL Financial Form CRS
4445 Willard Ave Ste 600
Chevy Chase, MD 20815
United States