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Featured Business Financial Advisor in Ocala, FL
Ocala Financial Advisors
LPL Financial
1107 East Silver Springs Blvd, #8
Ocala, FL 34470
(352) 514-8908
Advisor Profile
Trevor Bicking
Name:  Trevor Bicking
Phone Number:  (352) 514-8908
Website:  Visit Website
Disclosure Link:
LPL Financial, member FINRA/SIPC The LPL Financial Representatives associated with this site may only discuss and/or transact securities business with residents of Florida.

About LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their client's wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best to help their clients attain their financial goals and fulfill their dreams.
With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
Enabling technology
Comprehensive clearing and compliance services
Practice management programs and training
Independent research

LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly objective, conflict-free advice and investment recommendations.

Thousands of financial advisors nationwide rely on LPL Financial to help meet their client's financial needs. They do so by using the firm's tools and resources that help them discover their client's priorities, dreams, and passions; analyze and develop financial plans that support every stage of their client's lives; and make product recommendations that put clients on the path to pursuing their goals.

*As reported in Financial Planning Magazine, June 1996-2016, based on total revenue.

General Information

CRD#:    2751605
Firm CRD#:    6413
Name of Broker/Dealer:    LPL Financial
States Licensed in:    Florida
States Willing to do Business in:   
Years of Experience in Financial Services:    18
Number of Years with Current Firm:    7

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Retirement Planning Counselor (CRPC®)
Securities Licenses:    Series 65, Series 7, Series 63
Insurance and Annuity Licenses:    Variable Annuity, Long Term Care, Life, Variable Life, Disability, Health
Prepared By: Trevor Bicking

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