EDWARD JONES

LPL Financial in Marion, OH operates as an independent broker-dealer, specializing in a wide range of investment products, advisory services, and holistic wealth management solutions. Collaborating predominantly with financial advisors, institutions, and registered investment advisors (RIAs), they equip these professionals with the tools and technological infrastructure essential for offering tailored financial advice. By facilitating compliance oversight, enhancing practice management, and providing cutting-edge technology services, LPL Financial is dedicated to enabling advisors to engage clients effectively. At the core of their mission is a commitment to bolstering financial advisors' productivity, precision, and autonomy in navigating the intricate landscape of financial services. By focusing on optimizing efficiency, accuracy, and independence, LPL Financial plays a pivotal role in supporting advisors to thrive in their roles and deliver exceptional service to their clients. Through their comprehensive resources and innovative technology platforms, LPL Financial remains steadfast in their dedication to empowering advisors to succeed in providing personalized financial guidance. Generated using this brand's available information

Located in Marion, OH, Wealth Marion is a dynamic financial entity that operates as an independent broker-dealer. Specializing in a wide range of investment products and advisory services, Wealth Marion is dedicated to offering comprehensive wealth management solutions. By collaborating with financial advisors, institutions, and registered investment advisors (RIAs), Wealth Marion equips them with essential resources and cutting-edge technology platforms to deliver personalized financial guidance. At the core of Wealth Marion's mission is the commitment to providing support in compliance oversight, practice management, and efficient technology services. Through these means, Wealth Marion empowers advisors to engage effectively with their clients, enhancing their efficiency, accuracy, and ability to navigate the intricate financial services industry independently. With a focus on enabling financial advisors to thrive in a complex landscape, Wealth Marion plays a pivotal role in shaping a more secure and prosperous financial future for both advisors and their clients. Generated using this brand's available information