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home
about us
Investment Approach
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Firm ADV PDFs
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
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Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Back Dated Performance Reports
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FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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LPL Financial Holdings Inc
(NQ:
LPLA
)
360.88
-3.30 (-0.91%)
Streaming Delayed Price
Updated: 10:41 AM EDT, Aug 25, 2026
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Press Releases about LPL Financial Holdings Inc
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LPL Financial Welcomes Preferred Financial Group
Today 8:55 EDT
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Appoints Jonathan Lewis as Managing Director, Chief Technology and Information Officer
August 24, 2026
Greg Gates assumes new title as Group Managing Director, Chief Product and Technology Officer, reflecting breadth of LPL’s product innovation and tech advancements
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Conte Wealth Advisors, LLC
August 24, 2026
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Reports Monthly Activity for July 2026
August 20, 2026
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes McCutchen Wesson Wealth Advisors
August 20, 2026
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Advisor Chris Stockton
August 18, 2026
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Demonstrates Benefits of Platform Scale, Service Innovation and Investment Expertise as Growth Drivers for Clients
August 12, 2026
The firm concludes its annual client conference, Focus 2026, showcasing how scale and community create an unparalleled value proposition for its network of clients, advisors and partners
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Welcomes Advisors Matt Roberts and Kent Voges to Frontline Investment Advisors
August 12, 2026
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Expands Wealth Management Platform, Showcasing Specialized Expertise at Focus 2026
August 11, 2026
Firm expands wealth management platform, specialized expertise and planning capabilities to help advisors deliver more sophisticated and personalized advice
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Opens Focus 2026, Bringing Together Thousands of Advisors to Explore the Future of Wealth Management
August 10, 2026
Firm showcases investments in AI, cybersecurity and wealth management solutions designed to help financial professionals thrive in a rapidly evolving industry
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL and Private Advisor Group Welcome Paxel Financial Consulting
August 06, 2026
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
WestKai Private Wealth Joins LPL Strategic Wealth
August 05, 2026
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Research Launches New Model Portfolios to Expand Advisor Capabilities
August 04, 2026
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Announces Second Quarter 2026 Results
July 30, 2026
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Welcomes Advisors Frank Patton and Kimberlee Mott of PacK Financial to Balmville Wealth Group
July 30, 2026
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Welcomes Sunny Day Financial
July 29, 2026
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial’s Latitude Unifies Technology Built for the Future of Advice
July 28, 2026
Secure, resilient, data-driven and AI-embedded technology experience.
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Williams Tax & Financial Services
July 23, 2026
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Welcomes John and Brian Bizjack to Ascendus Financial Advisors
July 21, 2026
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Advisor Alan Feutz
July 16, 2026
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Buell Wealth Management
July 15, 2026
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes HighWater Wealth to Quotient Advisor Partners
July 14, 2026
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Announces Second Quarter 2026 Earnings Release Date and Conference Call
July 09, 2026
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial and Commonwealth Recognized as Top-Ranked Firms for Independent Advisor Satisfaction
July 09, 2026
Commonwealth Earns 13th Consecutive #1 Ranking
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Cypress Point Wealth Partners Joins LPL’s Independent Advisor Network
July 08, 2026
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Research Team Releases Midyear Outlook 2026: Policy-Driven Markets, AI Evolution and the Case for Balance
July 07, 2026
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Advisor David Logsdon
July 07, 2026
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Haskin Private Wealth Advisors Joins LPL’s Independent Advisor Network
July 07, 2026
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Welcomes McCormick Private Wealth to Linsco
June 30, 2026
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Welcomes NorthStar Wealth Advisory
June 25, 2026
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
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