Customer Relationship Summary
Client Education, Transparency and Disclosure
I am an advocate for client education, transparency and disclosure. I have always felt that the more informed people are about their choices, the better decisions they can make for themselves and their families.
New disclosure regulations in the financial services industry are supporting that point of view. They are designed to help educate consumers who seek investment services from financial advisers. It is important for consumers to understand the difference between brokerage services and investment advisory services that are offered, so they can choose which service, or combination of services, is most suitable for their financial goals and circumstances.
Please click on the link below to view LPL Financial's Customer Relationship Summary.