329 Primrose Road, #207, Burlingame, CA 94011

Info@yourpurposewealth.com

Home
About
- FAQ
Services
Investment Insights
Resource Center
Tools
Schedule a Consultation

Personal Information Form

Name

Email
Address

Message

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Thank you! Oops!

Contact

Office: (650) 370-2180

329 Primrose Road

#207

Burlingame, CA 94011

Info@yourpurposewealth.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states:

AZ, CA, ID, NY, OR

Todd Barney is a registered representative with and securities oﬀered through LPL Financial, Member FINRA/SIPC. Investment advice oﬀered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Purpose Wealth are separate entities from LPL Financial.

LPL Financial Form CRS