Home
Featured Services
About Our Firm
Resources
Client Login
- LPL Account View
- Financial Plan
Book a Meeting

Global Portfolio Strategy | August 2025

Contact

Office: 904-478-5413

Fax: 561-750-6875

90 Fort Wade Road

Suite 100

Ponte Vedra, FL 32081

Hello@ConciergeFA.com

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Please note any references to FINRA and SIPC on a website must be a hyperlink to the respective websites. FINRA should link to www.finra.org and SIPC should link to www.sipc.org.

The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CA, CO, FL, GA, IL, IN, LA, MA, ME, MI, NC, NY, OK, PA, SC, TX, UT, VA.