LCG FINANCIAL PARTNERS
Updated 8 days ago
16789 Bernardo Center Drive San Diego, CA 92128
LCG Financial Partners is a $2 billion wealth management platform business affiliated with LPL Financial. LCG Financial Partners provides independent financial advisors with access to a community of like-minded advisors, in-house asset management, advisor technology platform, transition assistance, digital marketing, prospective client referrals, and their flagship retirement income illustration program, The Bucket Strategy®...
We offer a platform to independent financial advisors affiliated with LPL Financial (or those LCG Financial Partners offers financial advisors who are seeking to affiliate with LPL) that allows them to make use of any or all of our established services: a community of like-minded advisors, in-house asset management, an advisor technology platform, transition assistance, digital marketing, prospective client referrals, and our flagship retirement income illustration program, The Bucket Strategy®.