At Bluestone Partners, we are dedicated to guiding you on your financial journey with clarity and trust. As financial professionals, we operate as registered representatives of LPL Financial, a reputable broker-dealer and registered investment advisor. This affiliation allows us to offer a wide range of securities and advisory services while upholding the highest standards of compliance and client care. Understanding our structure and affiliations is important, and we are committed to providing you with a transparent view of how we operate to best serve your financial needs.
Our Foundation with LPL Financial
It’s essential to understand our relationship with LPL Financial. Unless explicitly stated otherwise, the registered associates you interact with on this website are registered representatives of LPL Financial. This means that investment advisory services are also offered through LPL Financial. LPL Financial is a well-established broker-dealer and registered investment advisor, and importantly, is a member of SIPC, providing a layer of security for your investments. Further information about LPL Financial, including firm disclosures, is readily available at www.LPL.com.
Insurance products are offered through LPL Financial affiliates and other reputable companies, ensuring a comprehensive approach to your financial well-being. It’s worth noting that not all registered representatives within our firm are qualified to offer advisory services, ensuring that you are matched with professionals who have the right expertise for your specific needs.
Dedicated Teams, Personalized Service
Within Bluestone Partners, you’ll find dedicated teams of financial professionals committed to providing personalized service. Teams like the Martin Team, the Michel Team, and the O’Brien Team operate with securities and advisory services offered through LPL Financial. These teams, operating under the trade name Bluestone Wealth Partners, provide brokerage products and services as registered representatives of LPL Financial. It is important to remember that LPL Financial is a separate entity from Bluestone Wealth Partners, ensuring clear distinctions in our operational structure.
The Agriesti Team also operates under this framework, offering securities through LPL Financial. Like the other teams, they conduct brokerage activities under the name Bluestone Wealth Partners. Additionally, advisors with the Agriesti Team provide advisory services through Gladstone Institutional Advisory, doing business as Bluestone Wealth Advisors. This highlights that LPL Financial is also separate from Gladstone Institutional, Bluestone Wealth Partners, and Bluestone Wealth Advisors, showcasing a network of partnerships designed to enhance the services we can offer you.
Important State Licensing and Service Availability
To ensure compliance and best serve our clients, the LPL Financial registered representatives associated with this website are authorized to discuss and conduct business only with residents of the states where they are properly registered or licensed. This is a crucial regulatory requirement, and we appreciate your understanding that offers cannot be made or accepted from residents of any other state.
We hold licenses in a wide range of states for both securities and insurance, allowing us to serve a broad clientele.
Securities Licenses: Alabama, Arizona, Arkansas, District of Columbia, California, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, and Wisconsin.
Insurance Licenses: Alabama, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Michigan, Missouri, North Carolina, New Mexico, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia, and Wisconsin.
For specific inquiries regarding licensing in your state or to proceed with exploring our services if you are a legal resident of one of these listed states, please continue to explore our website or contact us directly. We regret any inconvenience if we are currently unable to offer our services in your state.
Professional Standards
Finally, it’s important to note that while some associated persons of LPL Financial may hold professional licenses such as a JD (Juris Doctor) or CPA (Certified Public Accountant), they do not offer tax or legal advice on behalf of the firm. This ensures that our advice remains within our areas of expertise and maintains the necessary professional boundaries.
Bluestone Partners is committed to providing you with clear, compliant, and trustworthy financial guidance. We believe in transparency and strive to ensure you have a complete understanding of our services and affiliations as you navigate your financial future with us.
