Investment management & Financial consulting

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Investment Management

After developing a thorough understanding of your risk tolerance and specific short- and long-term goals, we work together to create a customized strategy centered on helping you find opportunities in any market condition. Once your plan has been implemented, we closely monitor your portfolio, rebalancing or reallocating funds* when necessary to maintain a course of action appropriately aligned with your objectives.
 

 *Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss


      Congratulations to Joey Bollinger for receiving LPL's Chairman's Club award.  This award is presented to  less than 5% of the firm's approximately 15,000 advisors. Based on annual production.

• Joey Bollinger,

Financial Consultant

News
  • Apr 02
    - JOEY BOLLINGER & JEFF DRAUGHON RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS
  • Apr 02
    - MICHAEL UPTON RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS
  • Apr 02
    - SAM MARINO RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

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Securities and Advisory Services offered through LPL Financial, a Registered, Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL. AR, AZ. CA, CO, FL, GA, HI. IA,  IL. IN. KS. LA. MA,  ME. Ml, MN, MO, MS. MT. NC,  NM, NY, OK,  PA, SC, TN, TX, VA. WA, WI & VI.