Our Company
Decades of Experience
Originally licensed in 1998, Tony Krvaric founded Krvaric Capital & Risk Management in 2007 with the goal of providing confidence to select individuals and families by helping them make smart financial choices and having their financial house in order - partnering with tax and legal professionals as needed. The company is wholly owned by Tony Krvaric and is incorporated and headquartered in San Diego, California.
LCG Financial Partners provides independent financial advisors with access to a community of like-minded advisors along with in-house asset management, a unique advisor technology platform, transition assistance, digital marketing, prospective client referrals, and their flagship retirement income illustration program: The Bucket Strategy®.
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting nearly 29,000 financial advisors, and approximately 1,100 institution-based investment programs and 570 independent RIA firms nationwide.
We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor.
At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best.
Simply put, we take care of our advisors, so they can take care of their clients.
* No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2024); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.