Going independent doesn’t mean that you have to go it alone. At Benchmark Wealth Management, we’ve created a way for you to take the leap that launches your career onto an exciting new trajectory. And you can do it with the safety net we’ve carefully crafted from years of experience. We take every consideration regarding your transition into account – before you make the leap.
No matter what your motivation for making this key career decision, whether it be compensation, firm culture or quality of life, it’s important to know you’re making that decision with the support and expertise of people who have been in your shoes. We’ve already been where you’d like to go, and we’re excited to show you the benefits of independence through this unique opportunity.
The combined resources of our firm, backed by the strength of LPL Financial is focused on helping you fully evaluate the risks, and realize the rewards of going independent. It’s not for everyone, but we can help you determine whether it’s right for you to consider taking the leap that can transform your professional life in remarkable ways.
For more information, email firstname.lastname@example.org or call us at 714-633-4453.
President / LPL Financial Advisor
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2300 E Katella Ave, Suite 400
Anaheim, Ca 92806
Toll Free: 866-397-4916
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org. The LPL registered representatives of Benchmark may only discuss securities or transact business with persons who are residents of Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Louisiana, Maryland, Maine, Minnesota, Montana, Nevada, New York, North Carolina, North Dakota, New Mexico, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia and Washington.
CRPC conferred by The College for Financial Planning.
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