About LPL Financial
Our brand, Auctus Legacy Private Wealth Management is a reflection on our commitment to our clients, each other, and the growth we hope to achieve.
As friends for multiple years, we operate like a tight-knit family, where harmony and collaboration thrive. Our dedicated team of financial professionals compliment each other, drawing on decades of shared experience. With a keen eye for detail, we understand each other's strengths, allowing us to deliver quality service. Our camaraderie extends beyond the workplace - we connect as friends, checking in over the weekends to stay connected. Our bond transcends the typical 9-5 workday, reflecting our commitment to genuine relationships.
See Disclosures
General Information
Firm Start Year
CRD#
2887274
Firm CRD#
6413
Name of Broker/Dealer
LPL FINANCIAL
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CPFA®
Disclosures
FinancialPlanners.net provides referrals to financial professionals of LPL Financial, LLC (LPL). FinancialPlanners.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay FinancialPlanners.net cash compensation for these referrals, which creates the incentive for FinancialPlanners.net to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf