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The Latte Habit

How little things can add up over time.

LPL Financial Form CRS

Series 7 held through LPL Financial, 66 held through LPL Financial.

Samantha Dinh is a registered representative with, and securities offered through LPL Financial, Member FINRA & SIPC. Investment Advice offered through LPL Financial Corporate RIA. Paragon Financial Planning are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, DE, MD, MN, NC, NJ, NY, and OR.

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