LPL Financial is the nation's largest independent broker/dealer*, a top RIA custodian, and a leading independent consultant to retirement plans. LPL Financial offers an integrated platform of proprietary technology, brokerage, and investment advisor services to more than 30,000 financial advisors and manages approximately $2.3 trillion in client assets for millions of families.
As an LPL-affiliated advisor, David Balok has access to a broad range of investment products and services, while maintaining his independence and ability to act solely in the best interests of his clients.
LPL Financial is a member of FINRA and SIPC. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor.