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LPL Account View Access
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Consulting
Financial Planning
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Estate Planning
FINANCIAL PLANNING QUESTIONNAIRE
To gain a better understanding of who you and where you are financially we have designed a Financial Planning Questionnaire. You can download the questionnaire or complete it online.
Easy as 1-2-3 On-boarding
1.
Contact JDG
2.
Complete questionnaire
3.
Work the financial plan
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(817) 900-8455
1701 East Lamar Blvd Suite 265
Arlington Texas 76006
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Financial representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Financial Planning offered through JDG Wealth Management Group, LLC, a registered investment advisor and separate entity from LPL Financial. The LPL Financial representative associated with this page may only discuss and/or transact securities business with residents of the following states: CA, GA, FL, MI, TX, VA, WA