The Wealth Advisors, a registered branch office of Linsco/Private Ledger Financial Service (LPL), celebrated their grand opening with a ribbon cutting on Thursday, May 4.
Linsco/Private Ledger has been named the nation’s number one independent broker/dealer for 10 years in a row (based on revenues as reported in Financial Planning Magazine, June 1996 – 2005) offering fee-based asset management and comprehensive non-proprietary brokerage services through offices nationwide.
Steven Krogh, Branch Manager and James Merrill, Wealth Manager have combined 27 years of experience helping clients with financial planning, money management, Estate planning, business consulting and retirement planning. Visit their office at 5927 Balfour Ct., Ste. 101 in Carlsbad or give them a call at (760) 438-9772.
Linsco/Private Ledger has been named the nation’s number one independent broker/dealer for 10 years in a row (based on revenues as reported in Financial Planning Magazine, June 1996 – 2005) offering fee-based asset management and comprehensive non-proprietary brokerage services through offices nationwide.
Steven Krogh, Branch Manager and James Merrill, Wealth Manager have combined 27 years of experience helping clients with financial planning, money management, Estate planning, business consulting and retirement planning. Visit their office at 5927 Balfour Ct., Ste. 101 in Carlsbad or give them a call at (760) 438-9772.