Unless otherwise identified, registered associates on this website are registered representatives of LPL Financial and investment advisory services offered through LPL Financial , a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through LPL Financial affiliates and other fine companies and state variations thereof. Firm disclosure information available at www.LPL.com.
Not all registered representatives with our firm are able to offer advisory services.
The financial professionals of the O'Brien Team: Securities and advisory services offered through LPL Financial (LPL), Member FINRA/SIPC, and a registered investment advisor. Registered representatives of LPL offer brokerage products and services using the trade name Bluestone Wealth Partners. LPL Financial is a separate entity from Bluestone Wealth Partners.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with the 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.
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: Alabama, Arizona, Arkansas, District of Columbia, California, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, and Wisconsin
Insurance: Alabama, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Michigan, Missouri, North Carolina, New Mexico, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia and Wisconsin
*Associated persons of LPL Financial who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.
