Broker Check

Our Commitment

Personal Service
You can count on the professional and personal advice of an LPL financial advisor whose philosophy and style of doing business are compatible with your own.

Investment Review
Before you make any decisions, you will receive a personal financial review designed to identify long-term goals, as well as a strategy to help you pursue those goals. We’ll also connect with you on a periodic basis to assess any changes in your circumstances and to keep you abreast of any issues that may affect your financial future.

Full Disclosure
The benefits and costs of working with an LPL financial advisor at the First State Investment Center will be explained to you up front, so you know what to expect.

Helpful Recommendations
The financial recommendations you receive will be consistent with your individual financial circumstances, risk tolerance, and long-term goals.