Why We Exist
As a successful family or entrepreneur, we believe you are in a unique position to make an expressive impact with your money. You can significantly change your life, your children and grand children's lives, and the lives of the people who benefit from your charitable pursuits. You became an entrepreneur because your vision and passion gave you the leverage to make a lasting impact on your world.
The need for clarity amongst successful families is enormous and affects every aspect of life. The complexities in your life require strategies that are comprehensive yet simple and transparent. This process creates efficiencies by coordinating the component parts in an effort to ensure they are working in concert with each other.
PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures