4711 Golf Road, Suite 705
Carole J.A. Peck, MBA, CFP®
General Information Mailbox
Take US 41/Tamiami Trail to Bonita Springs. Turn into Bonita Bay Boulevard. This is South of The Promenade Shopping Center on the West side of US 41. Take your first left before reaching the Bonita Bay entrance gate. Cross the road and enter the Bonita Bay Professional Court on your right. We are located halfway around the horseshoe of cottages. Our building number is 3521.
* Note: If you are using a GPS Navigation device or MapQuest, the directions will end at the entrance gate to Bonita Bay. Take your first left before the gate *
Client Service Center Hours
|Monday through Thursday
|9am to 5pm ET|
9am to 4pm ET
To Place Trades
If you reach our voice mail during normal business hours, and you need to place a trade or make a withdrawal, please call LPL Financial at (800) 558-7567. You will be connected to the client trade desk and you can place your trade directly with them. Please note that due to security regulations, we are not permitted to accept trade or withdrawal requests via email or voice-mail.
To contact LPL Financial directly, please call (800) 558-7567.