Jeffrey Carlos LPL Financial

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While many institutional firms focus solely on their bottom line, Jeff focuses on the personal aspect of financial planning, being drawn to a passion for growing relationships, and utilizing his knowledge and experience in investing to help others. After serving clients for several years at a large brokerage firm, Jeff became an independent advisor with LPL Financial, one of the leading independent broker-dealers in the country. By partnering with LPL, he is able to offer more flexible, customized strategies, work solely for his clients, and be there for them through important life milestones.