LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.
Retirement Path Financial is an independent financial services organization. We are dedicated to providing comprehensive financial and wealth management services to our high net-worth clients. We will not recommend any course of action or any type of financial product until we are fully aware of our client's goals and risk tolerance, and then only when we are convinced that the recommended action or product is suitable as a long-term solution. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy, but rather, how assets should be allocated based upon the investor's attitudes, objectives, circumstances, and risk-taking capability. We follow a disciplined approach in an effort to balance risk and return and believe that educating clients enables them to make informed decisions.
At our firm, we create financial strategies and provide an extraordinary amount of personal service no matter what your profile as an investor may be.
For more information about our firm, we invite you to explore our website, call or toll-free at 877-598-401k or email us at firstname.lastname@example.org. We look forward to discussing your personal needs and how we might provide investment advisory services and financial planning support to you.
Scott D Gingras, AWMA
President & Accredited Wealth Management Advisor
Scott D. Gingras is an Private Wealth Manager with AWMA designation and currently holds Series 7 and 63 registrations with LPL Financial and Series 66 with Independent Advisor Alliance and LPL Financial, Scott also holds both life and health insurance licenses. He has been featured prominently in business discussions in print, television, and radio, and taught Practical Investment Management at the college level. Many of his current client relationships where developed from the educational seminars he presented over the past 18 years on all aspects of retirement income planning.
A graduate of Bentley University, Scott began his investment career with the highly regarded firm of AG Edwards & Sons. In 2007 AG Edwards was sold after 100 years in existence, and it was evident to Scott by early 2008 that the core values of the firm would not be preserved with the new ownership. Having a strong desire to give his clients the trusted advice and exceptional service they had become accustomed to, Scott helped found an investment firm that has grown to be what Retirement Path Financial is today.
With almost two decades of experience in retirement income, 401k distribution strategies, IRA management and wealth management planning, Scott now brings his extensive knowledge and experience as President of Retirement Path Financial, located in Nashua, New Hampshire.
Retirement Path Financial has formed alliances with leading financial organizations in the industry in an effort to ensure our clients receive high quality products and services.
Fidelity is one of the largest investment companies, the leading provider of workplace savings plans in the U.S., and the country's #1 provider of IRAs.
BCG Terminal Funding Company is one of the largest terminal funding consulting/placement firms in the entire nation offering over 75 years combined experience with their locations strategically placed coast to coast.
All entities listed are separate from LPL Financial.