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About LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker-dealer in the United States. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best to help their clients attain their financial goals and fulfill their dreams.

Using the firm’s tools and resources, LPL Financial empowers financial advisors to:

  • Realize clients’ priorities, dreams, and passions;
  • Analyze and develop financial plans that support every stage of their clients’ lives;
  • Make product recommendations that put clients on the path to pursuing their goals.

For more information about LPL Financial, visit www.lpl.com.

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 4087368833
Fax:
Toll Free:

Email: amak@polarisadvisory.com

710 Lakeway Drive Suite 250 , Sunnyvale, CA 94085

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  • Legal, privacy, copyright and trademark information

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

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