At Waypoint Wealth Management securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, which is a member of FINRA and SIPC.
The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AR, AZ, CA, CO, CT, FL, ID, KS, MD, MA, MI, MS, MO, MT, NV, NM, NY, NC, ND, OH, OR, SD, TX, UT, VA, and WA.