Roe-Poundstone Wealth Mgt. & Insurance, LPL Financial
Business hours
Monday - Thursday 09:00 17:00 Friday 09:00 16:00 Saturday - Sunday Closed
About us
LPL Financial, a top-tier financial services firm and publicly listed under the ticker LPLA, is committed to offering unbiased financial guidance to all. It refrains from offering proprietary investment products or conducting investment banking, ensuring that advisors affiliated with LPL are not pressured to promote its products. Advisors across the nation utilize LPL's comprehensive tools and resources to deliver personalized financial advice and recommendations that align with their clients' needs.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
| Payment options | Check |
| Year established | 1964 |
| Associations | Auxiliary Member of American Legion, Lifetime Member of Million Dollar Round Table, Marseilles Rota. |
| Languages | English |
| Tags | Financial Advisor, Financial Service, Insurance, Life Insurance, Wealth Management |
| Products | Group and Individual Health, Short-term Health, Vision, Dental, Life, Disability and Long-term Care Insurance |
| Services | Annuities, Bonds, Financial Advisor, Group and Individual Health Insurance, Medicare Supplements, Mutual Funds, Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA (www.finra.org) / SIPC (www.sipc.org) / FINRA Broker Check (brokercheck.finra.org), Stocks, Wealth and Money Management |