I'm Lance Cabra, and I look forward to to connecting with you. With over two decades of experience as an investment advisor, I've had the privilege of guiding countless individuals and families towards their financial goals. From navigating market fluctuations to crafting personalized investment strategies, I'm passionate about helping my clients achieve financial security and peace of mind.
As the nation’s largest independent broker-dealer*, an RIA custodian, and an independent consultant to retirement plans, LPL Financial is an enabling partner to more than 13,500 financial advisors and approximately 700 financial institutions. We believe that objective financial guidance is a fundamental need for everyone. Through our proprietary technology and a suite of customized services, we enable our financial advisors to focus on creating the personal, long-term client relationships that are the foundation towards turning life’s aspirations into financial realities.
* As reported by Financial Planning magazine, June 1996-2013, based on total revenue.
— David Bach