Mark Miller Taps LPL to Deliver Comprehensive Financial Planning Services
Mark Miller points to one word when distinguishing his company’s wealth management practice from his competitors: comprehensive.
He provides his clients with services and solutions regarding investments, insurance, estate planning, and real estate. As a result, when he made the decision nearly a decade ago to work with LPL because of the flexible levels of support he could select.
“Throughout my career, it seemed like there were always barriers when clients asked me to help them in certain areas, such as estate planning,” Mark says. “But LPL allows me to find a way to help my clients with all of their financial needs.”
Watch to see how Markuses our vast services and solutions to help grow his business and better serve his clients.