Welcome to LPL Financial – Jim Boaz, AAMS

This web site to help you gain a better understanding of the concepts behind investing for retirement, for income or for whatever your specific personal objectives may be.  We hope this information is helpful is seeing the value in working with an experienced professional financial advisor dedicated to your success.  We hope you take advantage of this resource and visit us often.   Be sure to add our site to your list of "favorites" in your Internet browser.  Use “LPL Account View” to see activity and values in your accounts.  We frequently update our information, and we wouldn't want you to miss any developments. 

As the nation's leading independent broker/dealer*, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services to more than 14,000 financial advisors and approximately 700 financial institutions.  We also support more than 4,000 other financial advisors with customized clearing solutions, advisory platforms, and technology. 

For an appointment call Jim Boaz, AAMS, LPL Financial Advisor at 405-285-7055.

*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.