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The #1 Independent Broker / Dealer in the United States. Home Offices in Austin, Boston, Fort Mill, and San Diego.
(Reported by Financial Planning Magazine, 1996-2023, based on total revenue)

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Taxable vs. Tax Free Growth

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Save Now vs. Save Later

Life Insurance Needs Analysis

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Taxrelated services offered through Karen Freeman, CPA LLC., a separate legal entity, not affiliated with LPL Financial. LPLFinancial does not offer tax advice or tax related services.The information contained in this e-mail message is being transmitted to and is intended for the use of only theindividual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advisedthat any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message inerror, please immediately delete.

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