Curtis S Chen, CFP®

CONNECT

Address:

1070 Sixth Ave, Suite 104
(@ Belmont City Hall)
Belmont, CA 94002

Phone:

(650) 631-0600

Fax/Other:

(650) 240-1392

About LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol "LPLA". The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities.  This means advisors affiliated with LPL recommend 3rd-party offerrings to clients.  There is no influence by LPL to favor one product over another. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.