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.