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The Latte Habit

How little things can add up over time.

LPL Financial Form CRS

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

The LPL Financial registered representative(s) 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.

We are licensed to sell insurance products in the following states of: Arizona (AZ), Colorado (CO), Florida (FL), Kansas (KS), New Mexico (NM), Nevada (NV)

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