The independent outside Board works to clarify the company vision and determine effective execution to help grow the company in alignment with its goals and vision, and for the benefit of the clients and team. The board provides advice and feedback at quarterly meetings and reviews reports to understand current operating status and future opportunities.
You are under no obligation to use the services of any of the entities shown and may choose any qualified professional to provide any of the services described above.
These entities and their services are not affiliated with LPL Financial.
