In an effort toward limiting the need for revised 1099s, LPL Financial will again mail the
1099 consolidated statements in four phases. Click here for details.
In 1989 Vantage was an idea up for discussion in Michael’s living room. Fast forward 25 years
and we have grown into a talented team of individuals working together to create your
planning and investment strategy. Our mission is to help you feel a greater
sense of control over your financial future.