Our Company With increasingly complex financial markets and longer life expectancies, working with an investment professional is more important than ever. One of the most important decisions you can make is to seek the advice of a trusted, qualified advisor. For this important partnership, you need a trained professional who sees your total financial picture-someone who can help you define your life goals, establish the right financial plan, provide strategies focused on your needs, and help you stay on track. Dave will provide you with all the service you are looking for. This means that when you work with Dave, you can benefit from: Objective guidance and advice - With access to leading independent research, Dave can help you make informed, objective decisions. Investment choice and flexibility - LPL Financial does not offer any proprietary products, so Dave can help you choose unbiased investment products and strategies from many of the nation's leading investment managers. Holistic approach to life planning - No matter where you are in life-just getting started or winding down a successful career-you have goals and dreams. Dave engages you in an ongoing conversation about your needs, goals, and objectives to create the life plan that's right for you. Convenient account access - You can manage your account online anytime, day or night, from the convenience of your own home or office. In addition, easy-to-read account statements keep you informed of account activity and performance. Passion for providing independent advice - Dave offers tailored strategies designed to address the needs of your life goals and financial growth. Dave bases his success upon helping his clients by tapping into LPL Financial's vast resources to provide the objective advice you need. An independent investment partner - Dave lives and works in your community and because he cares as much about your personal satisfaction as the performance of your portfolio, he serves as a true partner to help you live the life you desire.