Email
holly.gephart@lpl.com
Phone
239-433-1223
Disclaimer

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial registered representative associated with this website may discuss and/or transact securities business only with residents of the following states:

AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, MA, MD, MI, MN, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA and WA.

LPL Financial Form CRS

12444 Brantley Commons Court
Fort Myers, FL 33907-5684
United States

First Name
Todd
Last Name
Adams
Fax
239-433-3151
Toll Free
800-726-1223
Company Description
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.