planvest financial was formed through the alliance of experienced financial advisors, who felt that a team approach would provide the most effective level of planning, investment advice and service to their clients. planvest financial is a group of investment advisor representatives affiliated with lpl financial, the largest independent broker/dealer in the nation*. planvest financial is located just minutes from our nation's capital. we serve individuals and businesses throughout the entire country.\\*as reported in financial planning magazine 1996-2016, based on total revenues.\\securities offered through lpl financial, member sipc, www.sipc.org . \\third party posts found on this profile do not reflect the view of lpl financial and have not been reviewed by lpl financial as to accuracy or completeness.\\for a list of states in which i am registered to conduct securities business, visit my website at: www.planvestfinancial.com
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