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5301 Fountains Drive South, Lake Worth, FL 33467

561.544.7412
jamesbarr@reservewealthmanagement.com
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About LPL Financial

LPL Financial is the largest independent broker/dealer in America and a publicly traded company under ticker symbol LPLA, as well as, a Fortune 500 company. LPL has $1 Trillion in brokerage and advisory client assets, serviced or custodied, servicing 6 million client accounts, along with servicing over 18,000 financial professionals.*

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.

The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.

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 understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide objective investment recommendations. The firm's mission is clear: We believe that objective financial guidance is a fundamental need for everyone. We enable our customers to focus on what they do best-create the personal, long-term client relationships that are the foundation for turning life's aspirations into financial realities.

The Advisors at Reserve Wealth Management, LLC, are affiliates of LPL Financial.

*As reported by LPL Financial, Tracking # 1-05151518