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Brent Ross, CFP^®

LPL Investment Advisor Representative

CA Insurance License # 0G20913

Contact

Office: (408) 453-2000

Fax: (408) 453-2005

101 Metro Drive

Suite 650

San Jose, CA 95110

LPL Financial Form CRS

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Professionals associated with MLP TAX & FINANCIAL SERVICES, INC. may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of MLP TAX & FINANCIAL SERVICES, INC., and not affiliated with LPL Financial. Tax related services offered through MLP TAX & FINANCIAL SERVICES, INC a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax related services.

The LPL Financial representatives associated with this website may discuss and/or transact securities 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.

Brent Ross, CFP®

LPL Investment Advisor Representative

Brent Ross, CFP^®