Winston Churchill once said “There is nothing wrong with change, if it is in the right direction." Our network was founded in 2003 as a result of the dramatic changes that were developing within business models of companies in the financial service industry. As the result of these changes and the evolution/revolution of the independent financial advisor business model, our network has flourished and is one of the largest LPL Financial networks in the country. Our model has and continues to focus on liberating advisors with the flexibility of offering them infrastructure at various levels, advocacy, experience and goodwill while never losing the cultural spirit of being an independent advisor.
As we look into the future, the independent model will continue to evolve and grow exponentially. Our vision includes the continuation and expansion in partnering with experienced and ethical advisors that desire all of the rewards of this model while leveraging economies of scale of our network during this exciting “revolution of change.”
LPL Registered Principal
INC Advisors “Unified Independence”