This LPL Financial branch on Fifth Avenue in Hillcrest operates under advisor CRD 729773, holding Series 7, Series 24, Series 63, and SIE registrations across broker-dealer and investment-advisor-representative activity. Retirement-income planning, IRA rollovers, and asset-based advisory accounts run through LPL's platform of mutual fund, ETF, annuity, and alternative-investment options with quarterly fees tied to account value, a structure that coordinates with the tax-projection work at Tagwerker Terry J CPA during Roth-conversion analysis. LPL is SEC-registered as both a broker-dealer and investment adviser, so the branch structures brokerage, advisory, or hybrid relationships based on client suitability disclosures. Financial-planning engagements are billed hourly or at a fixed fee when scope is limited to a single retirement question or Social Security claiming analysis. Beneficiary designations, trust titling, and charitable-vehicle funding decisions loop back to estate counsel at Kraus Law Corporation before any account retitling runs through the platform. The most complex engagement is a full pre-retirement wealth transition combining Roth conversion laddering, Medicare timing, tax-efficient withdrawal sequencing, and estate-plan coordination across a multi-year runway.