{"id":427,"date":"2026-07-24T06:35:55","date_gmt":"2026-07-24T06:35:55","guid":{"rendered":"https:\/\/demo.nwddstaging.com\/allegia\/?page_id=427"},"modified":"2026-07-30T04:48:47","modified_gmt":"2026-07-30T04:48:47","slug":"ria-broker-dealer","status":"publish","type":"page","link":"https:\/\/demo.nwddstaging.com\/allegia\/ria-broker-dealer\/","title":{"rendered":"RIA \/ Broker-Dealer"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"427\" class=\"elementor elementor-427\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bd161f6 e-con-full e-flex e-con e-parent\" data-id=\"bd161f6\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;gradient&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-f20fd36 e-flex e-con-boxed e-con e-child\" data-id=\"f20fd36\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-110b2e3 e-con-full e-flex e-con e-child\" data-id=\"110b2e3\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1ebbf5a elementor-widget elementor-widget-heading\" data-id=\"1ebbf5a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">About Us\n<\/p>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0e40218 elementor-widget elementor-widget-heading\" data-id=\"0e40218\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">RIA \/ Broker-Dealer\n<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9b69bee elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"9b69bee\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tWhat our relationship with LPL Financial means \u2014 and why it matters for how your money is held and how advice reaches you.\n\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5c900bd elementor-icon-list--layout-inline elementor-mobile-align-center elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"5c900bd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items elementor-inline-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-inline-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/demo.nwddstaging.com\/allegia\">\n\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Home<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-inline-item\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">\/<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-inline-item\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">About Us<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-inline-item\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">\/<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-inline-item\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">RIA<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-inline-item\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">\/<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-inline-item\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Broker-Dealer<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6ce3d2b e-con-full e-flex e-con e-child\" data-id=\"6ce3d2b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;position&quot;:&quot;absolute&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-03ef7a1 elementor-widget elementor-widget-image\" data-id=\"03ef7a1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"657\" height=\"563\" src=\"https:\/\/demo.nwddstaging.com\/allegia\/wp-content\/uploads\/2026\/07\/Allegia-Logos-FINAL_Logo-Symbol-13.png\" class=\"attachment-large size-large wp-image-161\" alt=\"\" srcset=\"https:\/\/demo.nwddstaging.com\/allegia\/wp-content\/uploads\/2026\/07\/Allegia-Logos-FINAL_Logo-Symbol-13.png 657w, https:\/\/demo.nwddstaging.com\/allegia\/wp-content\/uploads\/2026\/07\/Allegia-Logos-FINAL_Logo-Symbol-13-300x257.png 300w\" sizes=\"(max-width: 657px) 100vw, 657px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f75a385 e-flex e-con-boxed e-con e-parent\" data-id=\"f75a385\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-9e1f6ce e-con-full e-flex e-con e-child\" data-id=\"9e1f6ce\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-78a4663 elementor-widget elementor-widget-text-editor\" data-id=\"78a4663\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tAllegia Wealth Management is an independent firm. Advisory services are offered through LPL Financial, one of the largest independent broker-dealers in the country.\n\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9993409 elementor-widget elementor-widget-heading\" data-id=\"9993409\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What that means in plain English\n<\/h2>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-13947e6 e-grid e-con-full e-con e-child\" data-id=\"13947e6\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-5d0b846 e-con-full value e-flex e-con e-child\" data-id=\"5d0b846\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-98c3710 elementor-widget elementor-widget-heading\" data-id=\"98c3710\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Independence\n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-094d299 elementor-widget elementor-widget-text-editor\" data-id=\"094d299\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tLPL doesn&#8217;t manufacture its own investment products \u2014 so there&#8217;s no house product to push and no home-office sales agenda behind our advice.\n\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f0d3a17 e-con-full value e-flex e-con e-child\" data-id=\"f0d3a17\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-20bb341 elementor-widget elementor-widget-heading\" data-id=\"20bb341\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Safekeeping\n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f414817 elementor-widget elementor-widget-text-editor\" data-id=\"f414817\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tYour accounts are held and statements are issued through LPL Financial, a separate entity from Allegia \u2014 a healthy separation of duties.\n\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e063181 e-con-full value e-flex e-con e-child\" data-id=\"e063181\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-adbf9d1 elementor-widget elementor-widget-heading\" data-id=\"adbf9d1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Scale behind us\n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fcb7425 elementor-widget elementor-widget-text-editor\" data-id=\"fcb7425\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tResearch, technology, trading, and compliance infrastructure of a national firm \u2014 with decisions still made here, by your advisor.\n\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-dcd7a93 e-con-full value e-flex e-con e-child\" data-id=\"dcd7a93\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-520b4c9 elementor-widget elementor-widget-heading\" data-id=\"520b4c9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Oversight<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-56c4418 elementor-widget elementor-widget-text-editor\" data-id=\"56c4418\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tLPL Financial is a registered investment advisor and member FINRA &#038; SIPC, with the regulatory supervision that comes with it.\n\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-43caefe elementor-widget elementor-widget-heading\" data-id=\"43caefe\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Checking up on us \u2014 please do\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d6c476c elementor-widget elementor-widget-text-editor\" data-id=\"d6c476c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tWe think every family should verify their financial professional. You can review the background of our founder and LPL Financial anytime on FINRA&#8217;s\u00a0<a class=\"txtlink\" href=\"https:\/\/brokercheck.finra.org\/\" target=\"_blank\" rel=\"noopener\">BrokerCheck \u2197<\/a>, and review LPL&#8217;s\u00a0<a class=\"txtlink\" href=\"https:\/\/www.lpl.com\/CRS\" target=\"_blank\" rel=\"noopener\">Client Relationship Summary (Form CRS) \u2197<\/a>.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d8cafb0 elementor-widget elementor-widget-text-editor\" data-id=\"d8cafb0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tClients can access their accounts anytime through\u00a0<a class=\"txtlink\" href=\"https:\/\/myaccountviewonline.com\/\" target=\"_blank\" rel=\"noopener\">AccountView \u2197<\/a>, LPL&#8217;s secure client portal.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-56e4332 elementor-widget elementor-widget-text-editor\" data-id=\"56e4332\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tAdvisory services offered through LPL Financial, a registered investment advisor and separate entity from Allegia Wealth Management. Member FINRA &#038; SIPC.\n\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-06ddd36 e-con-full e-flex e-con e-child\" data-id=\"06ddd36\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-775786c elementor-widget elementor-widget-template\" data-id=\"775786c\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;sticky&quot;:&quot;top&quot;,&quot;sticky_parent&quot;:&quot;yes&quot;,&quot;sticky_on&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;],&quot;sticky_offset&quot;:0,&quot;sticky_effects_offset&quot;:0,&quot;sticky_anchor_link_offset&quot;:0}\" data-widget_type=\"template.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-template\">\n\t\t\t\t\t<div data-elementor-type=\"section\" data-elementor-id=\"565\" class=\"elementor elementor-565\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-172ee13 e-con-full e-flex e-con e-child\" data-id=\"172ee13\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-032e2ac e-con-full side-card e-flex e-con e-child\" data-id=\"032e2ac\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3b31813 elementor-widget elementor-widget-heading\" data-id=\"3b31813\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">For advisors\n<\/p>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4aa2bfd elementor-mobile-align-center elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"4aa2bfd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/demo.nwddstaging.com\/allegia\/the-advisor-experience\/\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"uic fi-rr-arrow-alt-right\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">The Advisor Experience<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/demo.nwddstaging.com\/allegia\/succession-planning\/\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"uic fi-rr-arrow-alt-right\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Succession Planning<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/demo.nwddstaging.com\/allegia\/continuity-planning\/\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"uic fi-rr-arrow-alt-right\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Continuity Planning<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/demo.nwddstaging.com\/allegia\/mergers-acquisitions\/\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"uic fi-rr-arrow-alt-right\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Mergers &amp; Acquisitions<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2295791 e-con-full side-card e-flex e-con e-child\" data-id=\"2295791\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c140e84 elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"c140e84\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"xlwpf isaxbold-quote-up\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-27c59e4 elementor-widget elementor-widget-heading\" data-id=\"27c59e4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Do what is right. Dig deeper. Build real relationships.\n<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-05e87f6 elementor-widget elementor-widget-text-editor\" data-id=\"05e87f6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t\u2014 Darren Colananni, Founder\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-fa7e233 e-con-full side-card e-flex e-con e-child\" data-id=\"fa7e233\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d5a4ed6 elementor-widget elementor-widget-heading\" data-id=\"d5a4ed6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Credentials\n<\/p>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-703d135 elementor-widget elementor-widget-text-editor\" data-id=\"703d135\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tOur founder holds the following professional designations:\n\n\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c49fb81 e-con-full e-flex e-con e-child\" data-id=\"c49fb81\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f999d18 elementor-widget elementor-widget-text-editor\" data-id=\"f999d18\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<strong>CFP\u00ae<\/strong>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-21e4332 elementor-widget elementor-widget-text-editor\" data-id=\"21e4332\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<strong>ChFC\u00ae<\/strong>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4c552fa elementor-widget elementor-widget-text-editor\" data-id=\"4c552fa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<strong>CIMA\u00ae<\/strong>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b893980 elementor-widget elementor-widget-text-editor\" data-id=\"b893980\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<strong>CPWA\u00ae<\/strong>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1d1a3f6 elementor-widget elementor-widget-text-editor\" data-id=\"1d1a3f6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tCheck the background of your financial professional on FINRA&#8217;s\u00a0<a href=\"https:\/\/brokercheck.finra.org\/\" target=\"_blank\" rel=\"noopener\">BrokerCheck \u2197<\/a>.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-fb9dbde connect e-flex e-con-boxed e-con e-parent\" data-id=\"fb9dbde\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;gradient&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-452617e e-con-full e-flex e-con e-child\" data-id=\"452617e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4fb3628 elementor-widget elementor-widget-heading\" data-id=\"4fb3628\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Let's Connect\n<\/p>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-17be8c6 elementor-widget__width-initial elementor-widget-tablet__width-inherit elementor-widget elementor-widget-heading\" data-id=\"17be8c6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">A better plan changes what is possible\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-124f893 elementor-widget elementor-widget-text-editor\" data-id=\"124f893\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>It all starts with a conversation. We&#8217;ll discuss what&#8217;s working, what may be missing, and what needs to happen to build the future you&#8217;ve envisioned for your family.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3f47526 e-con-full e-flex e-con e-child\" data-id=\"3f47526\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9043ee7 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"9043ee7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"#\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Start a Conversation<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ffbaccf elementor-align-center elementor-widget elementor-widget-button\" data-id=\"ffbaccf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/maps.app.goo.gl\/XKZnTaqPtSduKACN7\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Get Directions<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-343037c e-con-full e-flex e-con e-child\" data-id=\"343037c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;position&quot;:&quot;absolute&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ace7186 elementor-widget elementor-widget-image\" data-id=\"ace7186\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"657\" height=\"563\" src=\"https:\/\/demo.nwddstaging.com\/allegia\/wp-content\/uploads\/2026\/07\/Allegia-Logos-FINAL_Logo-Symbol-13.png\" class=\"attachment-large size-large wp-image-161\" alt=\"\" srcset=\"https:\/\/demo.nwddstaging.com\/allegia\/wp-content\/uploads\/2026\/07\/Allegia-Logos-FINAL_Logo-Symbol-13.png 657w, https:\/\/demo.nwddstaging.com\/allegia\/wp-content\/uploads\/2026\/07\/Allegia-Logos-FINAL_Logo-Symbol-13-300x257.png 300w\" sizes=\"(max-width: 657px) 100vw, 657px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>About Us RIA \/ Broker-Dealer What our relationship with LPL Financial means \u2014 and why it matters for how your money is held and how advice reaches you. Home \/ About Us \/ RIA \/ Broker-Dealer Allegia Wealth Management is an independent firm. Advisory services are offered through LPL Financial, one of the largest independent [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-427","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Our RIA &amp; Broker-Dealer Relationship | Allegia Wealth<\/title>\n<meta name=\"description\" content=\"Learn about Allegia&#039;s relationship with LPL Financial and what it means for the advice you receive.\" \/>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Our RIA &amp; Broker-Dealer Relationship | Allegia Wealth\" \/>\n<meta property=\"og:description\" content=\"Learn about Allegia&#039;s relationship with LPL Financial and what it means for the advice you receive.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/demo.nwddstaging.com\/allegia\/ria-broker-dealer\/\" \/>\n<meta property=\"og:site_name\" content=\"Allegia\" \/>\n<meta property=\"article:modified_time\" content=\"2026-07-30T04:48:47+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/demo.nwddstaging.com\/allegia\/wp-content\/uploads\/2026\/07\/Allegia-Logos-FINAL_Logo-Symbol-13.png\" \/>\n\t<meta property=\"og:image:width\" content=\"657\" \/>\n\t<meta property=\"og:image:height\" content=\"563\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/demo.nwddstaging.com\\\/allegia\\\/ria-broker-dealer\\\/\",\"url\":\"https:\\\/\\\/demo.nwddstaging.com\\\/allegia\\\/ria-broker-dealer\\\/\",\"name\":\"Our RIA & Broker-Dealer Relationship | Allegia Wealth\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/demo.nwddstaging.com\\\/allegia\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/demo.nwddstaging.com\\\/allegia\\\/ria-broker-dealer\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/demo.nwddstaging.com\\\/allegia\\\/ria-broker-dealer\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/demo.nwddstaging.com\\\/allegia\\\/wp-content\\\/uploads\\\/2026\\\/07\\\/Allegia-Logos-FINAL_Logo-Symbol-13.png\",\"datePublished\":\"2026-07-24T06:35:55+00:00\",\"dateModified\":\"2026-07-30T04:48:47+00:00\",\"description\":\"Learn about Allegia's relationship with LPL Financial and what it means for the advice you receive.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/demo.nwddstaging.com\\\/allegia\\\/ria-broker-dealer\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/demo.nwddstaging.com\\\/allegia\\\/ria-broker-dealer\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/demo.nwddstaging.com\\\/allegia\\\/ria-broker-dealer\\\/#primaryimage\",\"url\":\"https:\\\/\\\/demo.nwddstaging.com\\\/allegia\\\/wp-content\\\/uploads\\\/2026\\\/07\\\/Allegia-Logos-FINAL_Logo-Symbol-13.png\",\"contentUrl\":\"https:\\\/\\\/demo.nwddstaging.com\\\/allegia\\\/wp-content\\\/uploads\\\/2026\\\/07\\\/Allegia-Logos-FINAL_Logo-Symbol-13.png\",\"width\":657,\"height\":563},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/demo.nwddstaging.com\\\/allegia\\\/ria-broker-dealer\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/demo.nwddstaging.com\\\/allegia\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"RIA \\\/ Broker-Dealer\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/demo.nwddstaging.com\\\/allegia\\\/#website\",\"url\":\"https:\\\/\\\/demo.nwddstaging.com\\\/allegia\\\/\",\"name\":\"Allegia\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\\\/\\\/demo.nwddstaging.com\\\/allegia\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/demo.nwddstaging.com\\\/allegia\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/demo.nwddstaging.com\\\/allegia\\\/#organization\",\"name\":\"Allegia\",\"url\":\"https:\\\/\\\/demo.nwddstaging.com\\\/allegia\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/demo.nwddstaging.com\\\/allegia\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/demo.nwddstaging.com\\\/allegia\\\/wp-content\\\/uploads\\\/2026\\\/07\\\/Allegia-Logos-FINAL_Logo-Stacked-1.png\",\"contentUrl\":\"https:\\\/\\\/demo.nwddstaging.com\\\/allegia\\\/wp-content\\\/uploads\\\/2026\\\/07\\\/Allegia-Logos-FINAL_Logo-Stacked-1.png\",\"width\":1050,\"height\":544,\"caption\":\"Allegia\"},\"image\":{\"@id\":\"https:\\\/\\\/demo.nwddstaging.com\\\/allegia\\\/#\\\/schema\\\/logo\\\/image\\\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Our RIA & Broker-Dealer Relationship | Allegia Wealth","description":"Learn about Allegia's relationship with LPL Financial and what it means for the advice you receive.","robots":{"index":"noindex","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"og_locale":"en_US","og_type":"article","og_title":"Our RIA & Broker-Dealer Relationship | Allegia Wealth","og_description":"Learn about Allegia's relationship with LPL Financial and what it means for the advice you receive.","og_url":"https:\/\/demo.nwddstaging.com\/allegia\/ria-broker-dealer\/","og_site_name":"Allegia","article_modified_time":"2026-07-30T04:48:47+00:00","og_image":[{"width":657,"height":563,"url":"https:\/\/demo.nwddstaging.com\/allegia\/wp-content\/uploads\/2026\/07\/Allegia-Logos-FINAL_Logo-Symbol-13.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/demo.nwddstaging.com\/allegia\/ria-broker-dealer\/","url":"https:\/\/demo.nwddstaging.com\/allegia\/ria-broker-dealer\/","name":"Our RIA & Broker-Dealer Relationship | Allegia Wealth","isPartOf":{"@id":"https:\/\/demo.nwddstaging.com\/allegia\/#website"},"primaryImageOfPage":{"@id":"https:\/\/demo.nwddstaging.com\/allegia\/ria-broker-dealer\/#primaryimage"},"image":{"@id":"https:\/\/demo.nwddstaging.com\/allegia\/ria-broker-dealer\/#primaryimage"},"thumbnailUrl":"https:\/\/demo.nwddstaging.com\/allegia\/wp-content\/uploads\/2026\/07\/Allegia-Logos-FINAL_Logo-Symbol-13.png","datePublished":"2026-07-24T06:35:55+00:00","dateModified":"2026-07-30T04:48:47+00:00","description":"Learn about Allegia's relationship with LPL Financial and what it means for the advice you receive.","breadcrumb":{"@id":"https:\/\/demo.nwddstaging.com\/allegia\/ria-broker-dealer\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/demo.nwddstaging.com\/allegia\/ria-broker-dealer\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/demo.nwddstaging.com\/allegia\/ria-broker-dealer\/#primaryimage","url":"https:\/\/demo.nwddstaging.com\/allegia\/wp-content\/uploads\/2026\/07\/Allegia-Logos-FINAL_Logo-Symbol-13.png","contentUrl":"https:\/\/demo.nwddstaging.com\/allegia\/wp-content\/uploads\/2026\/07\/Allegia-Logos-FINAL_Logo-Symbol-13.png","width":657,"height":563},{"@type":"BreadcrumbList","@id":"https:\/\/demo.nwddstaging.com\/allegia\/ria-broker-dealer\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/demo.nwddstaging.com\/allegia\/"},{"@type":"ListItem","position":2,"name":"RIA \/ Broker-Dealer"}]},{"@type":"WebSite","@id":"https:\/\/demo.nwddstaging.com\/allegia\/#website","url":"https:\/\/demo.nwddstaging.com\/allegia\/","name":"Allegia","description":"","publisher":{"@id":"https:\/\/demo.nwddstaging.com\/allegia\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/demo.nwddstaging.com\/allegia\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/demo.nwddstaging.com\/allegia\/#organization","name":"Allegia","url":"https:\/\/demo.nwddstaging.com\/allegia\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/demo.nwddstaging.com\/allegia\/#\/schema\/logo\/image\/","url":"https:\/\/demo.nwddstaging.com\/allegia\/wp-content\/uploads\/2026\/07\/Allegia-Logos-FINAL_Logo-Stacked-1.png","contentUrl":"https:\/\/demo.nwddstaging.com\/allegia\/wp-content\/uploads\/2026\/07\/Allegia-Logos-FINAL_Logo-Stacked-1.png","width":1050,"height":544,"caption":"Allegia"},"image":{"@id":"https:\/\/demo.nwddstaging.com\/allegia\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/demo.nwddstaging.com\/allegia\/wp-json\/wp\/v2\/pages\/427","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/demo.nwddstaging.com\/allegia\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/demo.nwddstaging.com\/allegia\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/demo.nwddstaging.com\/allegia\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/demo.nwddstaging.com\/allegia\/wp-json\/wp\/v2\/comments?post=427"}],"version-history":[{"count":10,"href":"https:\/\/demo.nwddstaging.com\/allegia\/wp-json\/wp\/v2\/pages\/427\/revisions"}],"predecessor-version":[{"id":621,"href":"https:\/\/demo.nwddstaging.com\/allegia\/wp-json\/wp\/v2\/pages\/427\/revisions\/621"}],"wp:attachment":[{"href":"https:\/\/demo.nwddstaging.com\/allegia\/wp-json\/wp\/v2\/media?parent=427"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}