Welcome to LPL Financial – Jim Boaz, AAMS

This web site to help you gain a better understanding of the concepts behind investing for retirement, for income or for whatever your specific personal objectives may be.  We hope this information is helpful in seeing the value in working with an experienced professional financial advisor dedicated to your success.  We hope you take advantage of this resource and visit us often.   Be sure to add our site to your list of "favorites" in your Internet browser.  Use “LPL Account View” to see activity and values in your accounts.  We frequently update our information, and we wouldn't want you to miss any developments. 

As the nation's leading independent broker/dealer*, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services to more than 32,000 financial advisors and approximately 1200 financial institutions.  

For an appointment with Jim Boaz, AAMS, please send an email to james.boaz@lpl.com.

*As reported by Financial Planning magazine, Oct 2025, based on total revenue.