Financial Planner & Advisor

"Building Tomorrow Together"

Who We Are

Lineage Wealth Management

Our independent business model allows our financial planners & advisors to deliver the experience and resources of a large financial firm with the level of personal attention and service found in wealth management boutique firms.

Why LPL is right for you

Personalized Support

Our 1:4 ratio of employees to financial professionals ensures you have the service and support to help exceed client expectations.

Industry-Leading Technology

Run all your daily operational tasks through a single, integrated central platform. Our technology is the #1 reason advisors join LPL.

No Proprietary Products

LPL has no proprietary investment products or investment banking operations. Financial professionals are empowered to make informed recommendations based on comprehensive research and unique client goals.

Simplifying Your Transition

We do the legwork so you can focus on running your business while you transition. In some cases, the process can take as little as 2 months.

What We Offer

Quality Brand

Downtown Norfolk with
Complimentary Onsite Parking
Building On-site Main Lobby Security
Outstanding Compliance record
Developed marketing materials
Client seminars & workshops

Transition Support

Our Lineage and LPL Financial team will support you through each step to ensure a seamless and successful transition, so you can focus on what's most important: your clients.

Collaborative Team

Largest Independent Broker-Dealer service team
Self Clearing
Concierge receptionist
Specialized Staff support
RIA Compliance Support
OSJ Supervision

State-of-the-art Fintech Stack

State-of-the-art Dell Multimonitor workstations
State-of-the-art Poly video telephony system
State-of-the-art Poly audio & video Conference Room
State-of-the-art Sharp Advance Series Color Document Systems
Wealthbox CRM - Central Hub aggregation

Multiple Portfolio Reporting & Rebalancing software
Furnished high-end office
Personalized stationary
Multiple Retirement Planning software
Vertical Integrated Financial planning software

Download Financial Planner & Advisor

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Connect With Lineage

Experience the clarity of a principled partnership by contacting us to see how the Lineage Experience can transform your financial roadmap into a lifetime of freedom and confidence.

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