Broker Check

Products & Services – Individuals

  • Online Account Access
  • Professional Money Managers
  • Money Market Accounts
  • CDs
  • Corporate Bonds
  • Municipal Bonds
  • GNMA
  • Individual Stocks
  • Mutual Funds
  • Options (available through LPL Financial)
  • Alternative Investments
  • Real Estate Investment Trusts (REIT)
  • Fixed Annuities
  • Variable Annuities
  • Life Insurance
  • Long Term Care Insurance
  • Retirement Plans
  • IRA Plans
  • 529 Plans
  • 403 (b) Plans
  • Trust Services*
  • Estate Planning
  • Structured Settlements
  • Fee based Asset Management offered through LPL Financial, a Registered Investment Advisor


*LPL Financial Consultants offer access to trust services through The Private Trust Company, N.A., an affiliate of LPL Financial