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About Centerpoint Advisory Services

Centerpoint Advisory Services, Inc. was founded in 1992 with the driving philosophy of delivering disciplined investment management and an outstanding client experience.
We have helped our clients pursue success by coordinating their most important financial affairs and delivering quality, wealth management.
Each day we see investment opportunities changing. What doesn’t change is our clients’ need for a dedicated team of advisors
committed to superior levels of personal service that positively affect their financial assets, primary goals and family well-being.

As our company has grown, so has our commitment to our clients’ needs and ambitions.

Today, our core beliefs remain resolute as we deliver a comprehensive wealth management experience.

Commitment

Centerpoint Advisory Services recognizes that developing successful investment strategies require sophisticated and dynamic techniques. With this philosophy in mind and utilizing a proven process, we seek to deliver strategies that precisely target the specific needs of our clients. Careful attention is paid toward integrating all aspects of a financial plan to work toward customized results. We are committed to this process as we assist our clients in making better, more informed financial decisions.

Integrity

We believe that the principles of honesty and trust are the cornerstone of our client relationships. Building upon these fundamentals and strengthening this relationship is our on-going commitment. We value and never take for granted, the trust our clients have placed in us.

Objectivity

Our dedication to our clients and their financial endeavors is foremost. The pursuit of your financial goals requires access to high quality financial advice and services that fit your specific needs. As an independent, objective financial service, we are free to choose from the most appropriate products available. We continually look for strategies that maximize the opportunity for our clients to pursue their life goals.

Excellence

Service excellence is the norm. We pay close attention to detail and focus on a proactive relationship that emphasizes communication, education and an outstanding client experience. We strive to anticipate the needs of our clients and consistently deliver meaningful solutions.

About LPL Financial

Centerpoint Advisory Services is powered by LPL Financial, an independent broker/dealer.

LPL Financial is one of the leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA.
The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does
not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated
with LPL are not pressured or influenced by LPL to sell it’s products.

Thousands of financial advisors nationwide are able to rely on the firm’s tools
and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

For more information about LPL Financial, visit www.lpl.com.