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LPL Investment Services

Your partner for wealth management

Managing your finances can be easier with a professional. Schedule your free consultation today.

Plan Your Objectives

Partner for Success

Develop a Strategy

Let's Get Started

Plan Your Objectives

Create a comprehensive financial plan that includes

  • A realistic investment strategy that addresses your desired level of return without taking on more risk than you can tolerate
  • A retirement plan designed to provide the income you need for as long as you live
  • College and education saving plans that address steadily rising costs
  • An estate plan that meets your goals for charitable giving and the effective transfer of wealth to your heirs

Partner for Financial Success

Managing your finances can be easier with a professional

  • Financial Strength: LPL is a diversified financial services company and the largest independent broker/dealer
  • Unbiased Advice: LPL provides objective guidance, free from conflicts of interest
  • Account Protection: LPL’s SIPC membership provides protection up to $500,000 per member

Develop a Comprehensive Strategy

Pursue your goals with a wide range of options

Financial Services Include:

  • Financial Planning
  • Estate Planning
  • Financial Reviews
  • Business Planning
  • College Planning

Investment Products Include:

  • Mutual Funds, Exchange Traded Funds (ETF), Stocks, Brokerage CDs, and Insurance

Let's Get Started

Schedule your consultation today

Colton Reading, Financial Advisor, LPL Financial

  • Address: 10421 South Jordan Gateway Suite 600

Office Phone:801-576-2611

Mobile Phone:801-231-8563

Financial advisor is not permitted to offer, and no statement contained herein, shall constitute tax, legal or accounting advice. Members should consult their own legal or tax professional on any such matters. Investment advisory services offered on a fee basis through LPL (registered investment advisors). Not FDIC/NCUSIF insured – not a depositary. No bank or credit union guarantee, may lose value and not insured by any federal government agency.