Whether your just starting to explore building a portfolio or you want some guidance with your current investments, our brokerage services is like having a piece of Wall Street all to yourself.
Boost your portfolio’s potential
- Full-service brokerage, phone-assisted trading options, and self-service online trading
- Dividend reinvestment
- Reduced fees and enhanced services for brokerage account balances of $100,000+
- Interest earned on cash reserves in your account
- The LPL Financial SIPC Membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash
- Customizable, automatic transfers between your bank and brokerage accounts for purchases, sales, or dividend sweeps¹
Your financial “sweet spot”
Your risk tolerance is your comfort level when it comes to investing. Some investors are a little more conservative than others when it comes to the ups and downs of the Stock Market. We can help you find your financial “sweet spot” and then build your custom portfolio.
Is it time for your checkup?
Many changes can happen in a year and those changes can have an affect on your personal financial strategy. An annual checkup of your finances can help you stay on top and on track with your goals and objectives.
¹An explanatory brochure is available at www.sipc.org. Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575,000,000 subject to conditions and limitations. The account protection applies when an SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.