Broker Check by FINRA
LPL Financial Logo
LPL Financial Logo
Today's Date:
Friday, December 08, 2023
Home of the Retirement Geeks

Contact Us

Thank you for your interest in working with the Retirement Geeks
of LPL Financial. Let us know how we can assist.
Address
2840 Plaza Place
Suite 206
Raleigh, NC 27612
E-mail
jon.dewar@lpl.com
Phone
(919) 881-2850
Send us a message

Disclaimer

Securities, fee-based, and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/ SIPC, America's No. 1 independent broker / dealer.* Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial. *Based on total revenues, as reported by Financial Planning magazine, June 1996-2019.

Though our fixed insurance agents are licensed in all 50 states, our LPL Financial registered representatives associated with this Web site may only discuss and/or transact securities business with residents in the states in which they are licensed. Jon Dewar, the LPL Branch Manager is licensed in the following states: California, Florida, Massachusetts, Minnesota, Missouri, North Carolina, Ohio, Texas, and Virginia. RetirementGeeks & Legacy Life Group, Inc. are independent of LPL Financial.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck
©2007-2021 Legacy Life Group, Inc. dba RetirementGeeks.com

Contact

RetirementGeeks.com
2840 Plaza Place
Suite 206
Raleigh, NC 27612

Local: 919-881-2850
Toll Free eFax: 800-785-1070
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram