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Financial Partners LLC

The Latte Habit

How little things can add up over time.

LPL Financial Form CRS

Securities and Retirement Plan Consulting Program advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Other investment advisory services are provided by Global Retirement Partners, LLC, doing business as Financial Partners Advisory Group, an SEC registered investment advisor. Financial Partners Advisory Group and Financial Partners are separate entities from LPL Financial.

Financial Partners Advisory Group employs or contracts with individuals who may be: (1) registered representatives of LPL Financial and investment adviser representatives of Financial Partners Advisory Group; or (2) solely investment adviser representatives of Financial Partners Advisory Group. Although all personnel operate their businesses under the name Financial Partners Advisory Group, they are each subject to differing obligations and limitations and may be able to provide differing products or services.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident outside these states.

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