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The Latte Habit

How little things can add up over time.

LPL Financial Form CRS

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Byas Wealth Management are separate entities from LPL Financial.

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.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The LPL Financial Registered Representative associated with this site may conduct securities business in CA, CT, DC, FL, GA, KS, MD, MI, MN, MO, NJ, NY, NC, OH, PA, SC, TN, TX, VT, VA, & WV.

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