Products and Accounts
We provide assistance in and access to the following products and services:
Investment Products
- Stocks
- Bonds (taxable and tax-advantaged)
- Exchange Traded Funds (ETFs)
- Mutual Funds
- Separately managed accounts
- Variable Annuities
- Fixed Annuities
- Immediate Annuities
- Structured Products
Insurance Products
- Term Life
- Whole Life
- Variable Life
- Variable Universal Life
- Buy/Sells
- Cross Purchase
- Key Man
Accounts
- Brokerage/Investments
- 401(k) Plans
- Traditional IRAs
- Rollover IRAs from 401(k)s, 403(b)s, 457s, and other defined contribution plans
- Rollover IRAs from Pension Plans and other defined benefit plans
- Roth IRAs
- 529 College Savings Plans
- UTMA/UGMA accounts
- Trusts* – Living, Testamentary, Revocable, Irrevocable
- Estate Accounts
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.