LPL Financial Form CRS

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Headland Capital, a registered investment advisor. Headland Capital and Coastal Wealth Management are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this website may discuss and/or transact securities business with residents of the following states: SC, CA, KY, GA, NC, OH, WV, KS, ME, CT, AZ, DC, FL, IN, MD, MI, NY, TX, VA.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment advisor, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment advisor, BD agent of IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state’s broker/dealer, investment advisor, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. 

Headland Capital is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Headland Capital by the SEC nor does it indicate that Headland Capital has attained a particular level of skill or ability.

Neither LPL nor its representatives provide legal, tax, or accounting advice. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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