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Ockway Bay Financial

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  •  Fax: 866 514 1302
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Ockway Bay Financial

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    • LPL Financial Partnership
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LPL Financial Partnership

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LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation.*

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 to best....helping their clients attain their financial goals and fulfill their dreams.

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 clients with unbiased investment advice is critical to their financial security.  Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations.

The firm's mission is clear: 

  • We believe that objective financial guidance is a fundamental need for everyone.
  • We enable our advisors to focus on what they do best....create personal, long-term client relationships that are the foundations for turning life's aspirations into financial realities.

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs.  They do so by using the firm's tools and resources to:

  • help them discover their clients' priorities, dreams and passions
  • analyze and develop financial plans that support every stage of their clients' lives
  • make product recommendations that put clients on the path to pursuing their goals

For more information about LPL Financial, visit www.lpl.com

*as reported in Financial Planning Magazine, 1996-2015, based on total revenue

About

  • About Brian
  • Philosophy
  • Process
  • LPL Financial Partnership

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, California
United States

  •  Tel: 508 477 5432
  •  Toll Free:
  •  Fax: 866 514 1302
  •  brian.cooke@lpl.com

Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state

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