Jim is president of Elios Financial Group, Inc an independent registered investment advisor (RIA) and registered principal of LPL Financial, the nation's leading broker-dealer. LPL Financial is America's No. 1 independent brokerage firm* - with more that 12,000 registered representatives, based in more than 4,000 branch offices nationwide. * As reported by Financial Planning Magazine, June 1996-2011 based on total revenue.
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Elios Financial Group is a fee-based financial planning and Registered Investment Advisor (RIA) dedicated to serving the unique needs of pre-retirees and retirees in the evaluation, analysis and implementation of a well-conceived financia...