We are part of LPL Financial, one of the largest independent broker dealers in the industry.1 Through LPL Financial, we offer access to quality products  to increase your competitiveness, innovative technology to increase your efficiency and back-office support for your operational excellence.

Why we chose LPL Financial


“As your business partner, we’ll help you take advantage of the right resources for your practice”.
– David Hubbard, President, Exemplar Financial Network 


1As reported by Financial Planning Magazine, June 1996-2020, based on total revenue.