Research Publications



Portfolio Compass


Mid-Year Outlook 2017

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

Registered for Securities in the following states: AZ, CA, CO, FL, LA, MA, NH, NJ, NY, OH, OK, PA, TX, UT, VA, WI, CA, LA

Registrations Held: 07, 24, 63, 65

Insurance License in the following states: CA, FL, OH