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  • Mount Dora, Florida

FAQs

  • Do you deal with cryptocurrencies?

    No

  • Are there minimums to open an account?

    Depends. There are no minimums needed to discuss your situation and no charge for an initial consultation. Investments chosen may have minimums.

  • Are you open on Saturdays?

    Normal business hours are 9 to 5 M-F, but appointments can be made outside of those hours.

Office

626 North Highland St
Mount Dora FL, 32757

 

Contact Info

P: 352-735-2424
E: w.david.marshall@lpl.com

   

Get in Touch

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. www.finra.org  www.sipc.org

LPL Financial Form CRS

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
 
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