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Resource Center

Your alliance with a major and reputable broker/dealer affords you the opportunity to access a full resource center to help facilitate your marketing and sales efforts. You can take advantage of this relationship through the huge selection of products and services you have at your fingertips to engineer the best strategies for your clients.

Services
  • Experienced product specialists
  • A full-service insurance agency
  • Qualified plan information
  • Investment analysis
  • Sales ideas
  • Product comparisons
  • Research
  • Asset allocation support
Products
  • Mutual funds
  • Variable life contracts
  • Direct participation programs
  • Flexible fee-based accounts
  • Variable annuities
  • UITs
  • Separately managed accounts

 

Securities and Advisory Services offered through LPL Financial Member FINRA/SIPC.

Advisory Services offered through AK Financial Group. AK Financial Group is not affiliated with LPL Financial.

(CA Insurance License # 0748153)

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: : AK, AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MO, NC, ND, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY