Licensing

R4 Risk & Wealth Solutions Scope and Scale 

Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with strategies for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions: NJ, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI , MN, MO, NC, NE, NH, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY

Securities

We have individuals registered to offer securities in the following jurisdictions through LPL Financial: AZ, CA, FL, GA, MD, MA, NH, NJ, NY, PA, VA

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