CFP® Certified Financial Planner® Professionals

This is our proof of completion of the established and rigorous education, examination, experience and ethical requirements of the CFP® certification process to make sure the public has access to professional financial advisory services. It requires adhering to a strict code of ethics and requires 30 hours of continuing education credits every 2 years.

RFC® Registered Financial Consultants®

The RFC® designation is an advanced credential for those most serious about continuing education. It has the highest requirements in the industry for continuing education, requiring 40 hours per year of continuing education credit.

CFS Certified Fund Specialist

The Certified Fund Specialist is able to evaluate and compare financial measurements and benchmarks when constructing a portfolio. Modern portfolio theory is a key part of the program. Armed with MPT and other selection criteria, a suitable and efficient portfolio using closed-end, exchange-traded, and open-end funds can be derived.

RP^SM Registered Paraplanner

The Registered ParaplannerSM designation is a valued credential to clients and the financial planning industry at large. It ensures practical knowledge of the financial planning process and the five disciplines of financial planning.

CB Certified Bookkeeper

The American Institute of Professional Bookkeepers (AIPB) certification is a high professional standard and the only national standard for bookkeepers. To become a Certified Bookkeeper on must master areas such as payroll, accounting, financial statements, and taxation to name a few.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
AK, AR, AZ, CA, CO, FL, IA, ID, IL, IN, ME, MN, MO, MT, NC, NM, NV, OH, OR, TN, TX, UT, VA, WA, WY
Certified Financial PlannerTM Professionals, Registered Financial Consultants®
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Pinkerton Retirement Specialists,
LLC, a registered investment advisor and separate entity from LPL Financial
LPL Financial is a member of Securities Investor Protection Corporation (SIPC).
For an explanatory brochure, please visit: www.sipc.org www.finra.org