WA Yellow Pages > East Wenatchee
3765 Clemons Street Unit 4
East Wenatchee, WA (Washington) 98802-9338
(509) 663-6994 (Primary Phone)



Business Details
23 years
Since 1992
Jeff Moser (Manager)
Products: Defined Benefit, Government Securities, International Securities, Iras, Mutual Funds, Qualified Retirement Plans, Global Investments, Individual Retirement Account, Treasuries
Product Features: Research
Services: Asset Management, Brokerage Services, Consultations, Educational Planning, Estate Planning, Fee-Based Services, Individual Services, Investment Planning, Iras, Long Term Planning, Mutual Funds, Research, Short Te, Tax Se, Advice, Analysis, Assessments, Asset Protection, Cash Management, Coaching, Consulting, Counseling , Design Assistance, Designer, Estate Conservation, Estate Preservation, Evaluations, Event Planning, Expertise, Gui, Inheritance Planning, Life Planning, Personal Services, Portfolio Planning, Trust Management, Trust Services
Specialties: Asset Management, Consultations, Estate Planning, Investment Planning, Iras, Mutual Funds, Research, Asset Protection
General Content: Consultations
Sales Volume: 500K
Employee Size Range: 1-4
Franchise/Chain: Branch
Square Footage: 0-2499
Fortune 500: No


Additional Categories
Lpl Financial is also listed under the following categories: Standard Yellow Pages Heading (SYPH) Categories:
  • Annuities
  • Financial Planning Consultants & Services
  • Financial Services
  • Investment Securities
  • Investments & Mutual Funds
  • Stocks & Bond Brokers
North American Industry Classification System (NAICS) Categories:
  • Investment Banking And Securities Dealing > Mutual Funds
  • Investment Banking And Securities Dealing > Private Investment > Investment Securities
  • Securities Brokerage > Security Brokers & Dealers > Stocks & Bond Brokers
  • Commodity Contracts Dealing > Stocks & Annuities > Annuities
  • Portfolio Management > Financial Planning & Services
  • All Other Business Support Services > Financial Services
Standard Industry Classification (SIC) Categories:
  • Security Brokers, Dealers, And Flotation Companies > Security Brokers & Dealers > Stocks & Bond Brokers
  • Security Brokers, Dealers, And Flotation Companies > Mutual Funds
  • Security Brokers, Dealers, And Flotation Companies > Security Brokers, Dealers, & Flotation Companies, Nec > Investment Securities
  • Investment Advice > Financial Planning & Services
  • Investors, Nec > Stocks & Annuities > Annuities
  • Business Services, Nec > Financial Services
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