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Disclosures

Broker-Dealer & Investment Advisory Disclosure

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

SC Financial Group and LPL Financial are separate entities. SC Financial Group is not registered as a broker-dealer or investment advisor.

Important Information

The information contained on this website is for general informational purposes only and should not be considered as financial, tax, or legal advice. No investment strategy assures success or protection against loss.

Investing involves risk, including possible loss of principal. No strategy assures a profit or protects against loss.

Form CRS

LPL Financial Form CRS (Client Relationship Summary) provides important information about the types of services we offer, how we are compensated, and potential conflicts of interest.

View LPL Financial Form CRS

BrokerCheck

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Visit BrokerCheck

Third-Party Content

Content from third-party sources is provided for informational purposes only and does not represent the views or opinions of SC Financial Group or LPL Financial. Links to third-party websites are provided as a convenience and do not imply endorsement.

State-Residents Disclosure

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Advisor Capacity (Reg BI / Advisers Act)

Our advisors are LPL Financial registered representatives and may also act as Investment Adviser Representatives through LPL Financial. Recommendations made in a brokerage capacity are subject to Regulation Best Interest. Recommendations made in an advisory capacity are subject to the Investment Advisers Act fiduciary standard. The capacity in which a recommendation is made will be disclosed at the time of the recommendation. See LPL's Form CRS for additional information.

AI-Powered Features

This website includes an AI-powered financial assistant that provides general educational information only. The AI assistant does not provide personalized investment advice, and its responses should not be considered as recommendations to buy, sell, or hold any security.

Always consult with a qualified financial advisor before making investment decisions.