The services that Capital Dimensions Wealth Management offers are through LPL Financial. LPL is a leading source of objective advice for accumulating and managing personal wealth. LPL was formed in 1989 through the merger of two small but successful brokerage firms, Linsco (established in 1968) and Private Ledger (founded in 1973), and has been named the nation's #1 independent brokerage firm for many years (based on revenues as reported in Financial Planning magazine, June 1996-2014). LPL has over 16,000 financial advisors nationwide.
The cornerstone of LPL business is providing the highest level of objective financial services and advice so our financial advisors can concentrate their time and energies on understanding your individual financial goals. LPL seeks to fulfill its advisor-customer needs with suitable options from a wide range of the nation's top providers of: mutual funds, comprehensive asset management accounts, variable and fixed annuities, individual stocks and bonds, estate, college, business, an tax and retirement planning, domestic and foreign securities, alternative investments, insurance, trust services, and mortgage services.
LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as: enabling technology, comprehensive and clearing compliance services, practice management programs and training, and independent research. LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations.
In recent years, independent brokerage firms-- those offering the products of many nonaffiliated companies-- have grown rapidly. Many of the most successful investment professionals have come to realize the value of independence-- both for them and their clients-- and want to provide objective and independent advice.
Since its inception, LPL has stood at the forefront of this growing market as the most truly independent firm in the industry. Independence at LPL translates to more freedom of product choice, more service, more regulatory expertise, more technological capabilities and more control over costs for financial advisors.
Providing LPL Financial Advisors with the tools, training and support they need to offer professional advice, products and services to their clients is the one and only business focus at LPL.
The LPL Financial registered representative associated with this site may only discuss and/or transact
securities business with residents of the following states:
Florida, Georgia, Ohio, South Carolina, North Carolina, California, Connecticut, Maryland, Oregon, Tennessee, Colorado, Delaware and Vermont.
Capital Dimensions Wealth Management is a Registered Representative with and securities are offered through LPL Financial Member FINRA/SIPC