100 Witmer Road
Horsham, Pa 19044
REPRESENTATIVES OF LPL/HORSHAM OFFICE
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LPL Financial is one of the leading financial services companies and the largest independent broker/dealers in the nation. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best-help their clients attain their financial goals and fulfill their dreams.
With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
- Enabling technology
- Comprehensive clearing and compliance services
- Practice management programs and training
- Independent research
LPL Financial – The Horsham Office: Kevin Supka, Registered Principal, is a veteran in the Financial Services Industry with over 20 years of experience in the field.
The focus of the services we provide to our clients is personalization. Here at LPL Financial, we identify goals as commitments that have been defined and given a purpose by our clients with the help of our representatives.
It starts with the initial client meeting, which we call a “fact finding” meeting. From this information, we will begin working on your personalized portfolio analysis. Contained within this analysis will be several topics such as: summary; issues; critical issues and recommendations as well as recommendations that deal with topics such as Retirement Planning, College Funding, Life Insurance, Annuities, Business Owners: no matter the size, we are available and prepared to help get answers to the toughest business issues. We can assist business owners relative to Employee Retirement Plans, Insurance or Tax Planning issues. LPL Financial maintains our relationships with well-respected experts in such fields as law, taxation and accounting.
Our goal for our clients is to identify the needs, questions and issues of business owners and answer them efficiently and correctly the first time.
All of these meetings and the portfolio analysis that Kevin Supka prepares are free of charge and yours to keep.
Lastly, based upon your reaction and comfort level with Kevin and our office, a meeting will be set for you to sign any necessary documents needed in order for Kevin Supka to begin managing your investments; in other words implementation and monitoring of your individualized plan.
Securities Offered Through LPL Financial, Member FINRA/SIPC
For more information about LPL Financial, visit www.lpl.com.
Start now with a phone call to Kevin or email him at firstname.lastname@example.org