LPL Financial Form CRS.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck. Neither LPL Financial, nor its registered representatives, offer tax or legal advice.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Blue Ridge Bank and BRB Wealth are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using BRB Wealth and may also be employees of Blue Ridge Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Blue Ridge Bank or BRB Wealth. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

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. 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.