coreVISION Financial Group
Who, What, Where, When, Why & How of Financial Planning

Who, What, Where, When, Why & How of Financial Planning

Andrea Lee
By Andrea Lee
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LPL is a registered investment advisor with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy ensures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

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Check the background of this firm on FINRA’s BrokerCheck.