Allegia Wealth Management is an independent firm. Advisory services are offered through LPL Financial, one of the largest independent broker-dealers in the country.
What that means in plain English
Independence
LPL doesn’t manufacture its own investment products — so there’s no house product to push and no home-office sales agenda behind our advice.
Safekeeping
Your accounts are held and statements are issued through LPL Financial, a separate entity from Allegia — a healthy separation of duties.
Scale behind us
Research, technology, trading, and compliance infrastructure of a national firm — with decisions still made here, by your advisor.
Oversight
LPL Financial is a registered investment advisor and member FINRA & SIPC, with the regulatory supervision that comes with it.
Checking up on us — please do
Clients can access their accounts anytime through
AccountView ↗, LPL’s secure client portal.
Advisory services offered through LPL Financial, a registered investment advisor and separate entity from Allegia Wealth Management. Member FINRA & SIPC.