Through the CPA Partners Program, securities licensed CPAs can offer a wide range of brokerage and investment advisory services to their clients through a strategic relationship with an experienced LPL financial advisor in their area. Through this strategic relationship, the licensed CPA representative conducts securities business jointly with each client and shares in all securities and investment advisory revenue generated through the shared client relationship.
For more information, please click the link below:
Wealth Management Services, LLC
|
|
|
