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Issued to:
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Beacon Financial Services - LPL Financial
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which has demonstrated its conformity to all Practices for:
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Investment Advisor Certification
Click to view practices
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for the following Program:
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Serves as a 3(21) Advisor and 3(38) Investment Manager to defined contribution plans within the LPL Financial Retirement Plan Consulting Program (RPCP)
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Date of Current Registration:
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2023.03.29
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Date of Initial Registration:
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2019.03.29
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CEFEX file:
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CFX10679
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On behalf of the CEFEX Registration Committee
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David Vriesenga
Chief Rating Officer
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