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Client Reporting

Client Reporting

LPL Financial Form CRS

Ashford Financial, LLC • 6065 Roswell Rd, Ste 540 • Atlanta, GA 30328 • 770 457-7474

Professionals associated with Ashford Financial, LLC may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of Ashford Financial, LLC, and not affiliated with LPL Financial. Tax related services offered through Ashford Financial, LLC DBA Ashford Financial, LLC. Ashford Financial, LLC is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax related services.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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