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CORPORATE BENEFITS / WEALTH MANAGEMENT
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    • Alexis-Rae Sharma, CFP(R)
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    • Heidi Meyer
    • Larissa Chisholm
    • Dhonna Doolittle
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The Registered Representatives are with and Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Hawaii (HI), Idaho (ID), Indiana (IN), Kentucky (KY), Michigan (MI), North Carolina (NC), Nevada (NV), New York (NY), South Carolina (SC), Tennessee (TN), Texas (TX), Utah (UT), Virginia (VA), Washington (WA). 

CRPS conferred by The College of Financial Planning.