5717 Legacy Drive, Suite 250, Plano, TX 75024

admin@broadbasis.com

Home
About Us
Our Services
LPL
Resource Center
Tools
- Glossary
- Tax Resources
Contact

Contact

Main Office

5717 Legacy Drive

Suite 250

Plano, TX 75024

Phone: 972-491-9047

Fax: 972-316-7629

Mon-Fri: 8:00 AM - 5:00 PM

Sat-Sun: By Appointment

Have A Question?

Name

Email Address

Message

Thank you! Oops!

Contact

Office: 972-491-9047

Fax: 972-316-7629

5717 Legacy Drive

Suite 250, Office 2007

Plano, TX 75024

admin@broadbasis.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.

© 2022 Broad Basis

Advisory services offered through LPL Financial, a Registered Investment Adviser.