…There’s more opportunity here for people if I have a question, more expertise on specific topics. The ability to get someone to address any question or need that I have is amazing to me.

- Eloy De La Garza, senior wealth advisor, LPL Financial

With our advisors and financial professionals at the center of everything we do, we’re committed to providing you with the support you need to run a successful business. And to do that, we continue to invest in our Service department and Customer Care Model. We have strong team players that are committed to living our mission: We take care of our advisors, so they can take care of their clients.

Hear from some of our service professionals as well as the LPL advisors they help in the video below.

We’re so glad to be able to offer a strong support system that is objective and cares about your business. Denika Tokunga, president of Maven Wealth Management, says that “they care about me and when I win, they win.”

Eloy De La Garza, senior wealth advisor, LPL Financial, was apprehensive to leave behind the support staff he had at a wirehouse. However, he found that the size and scale of LPL offered even more support than he had at a wirehouse.

“As hard as that is to believe, literally, there’s more opportunity here for people if I have a question, more expertise on specific topics. The ability to get someone to address any question or need that I have is amazing to me,” he said.

Our goal is to provide an industry-leading service experience. Not only continuing to take care of our advisors by preserving the core operations, but continuing to look at new opportunities.

Learn more about how we have approached our Customer Care Model from Dayton Semerjian, managing director and chief customer care officer.

The views and opinions expressed by the LPL Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Maven Wealth Management and LPL Financial are separate entities