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home
about us
Investment Approach
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Team Biographies
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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Client Contact with Portfolio Manager(s)
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
Client Service Approach
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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
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
Tax-Free Income Seminar
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LPL Financial Holdings Inc
(NQ:
LPLA
)
371.31
-2.07 (-0.55%)
Streaming Delayed Price
Updated: 2:34 PM EST, Dec 26, 2025
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Press Releases about LPL Financial Holdings Inc
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LPL Financial Reports Monthly Activity for November 2025
December 16, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Welcomes Forest Lake Wealth Partners to Linsco
December 11, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Research Team Releases 2026 Outlook: The Policy Engine
December 09, 2025
Annual report delivers a data-driven perspective on the economic and market landscape, outlining actionable insights for investors to navigate policy-driven trends and volatility
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Matthew Morningstar Joins LPL as Chief Legal Officer
December 05, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Celebrates 15 Years as a Public Company with Nasdaq Bell Ringing Ceremony
December 04, 2025
From IPO to Industry Leader: LPL’s Steadfast Commitment to Financial Advisors Powers $2.3 Trillion in Client Assets, Driving Transformative Growth and Innovation
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial to Present at the Goldman Sachs Financial Services Conference
December 02, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Kūpono Wealth Planning
December 02, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Reports Monthly Activity for October 2025
November 20, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Longstreet Wealth Management
November 19, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Launches Cash Management Account to Seamlessly Integrate Banking and Investing
November 12, 2025
New solution offers FDIC protection and modern banking tools — all within LPL’s integrated platform
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Announces Lower Fees and Streamlined Pricing Across Advisory Platforms
October 31, 2025
Platform enhancements build on the most competitive advisory offering in the industry
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Announces Third Quarter 2025 Results
October 30, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Edge Wealth Advisory Group
October 28, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Gentle Family Wealth Partners
October 23, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Paddock and Pine Wealth Partners to Linsco Channel
October 14, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Announces Third Quarter 2025 Earnings Release Date and Conference Call
October 09, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Flowers-Bradley Wealth Management to Linsco Channel
October 07, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Lighthouse Private Wealth
September 30, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Tennant Financial
September 25, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Prudential and LPL Collaborate to Expand Access to Retirement Security
September 22, 2025
From
Prudential Financial, Inc.
Via
Business Wire
LPL Financial Reports Monthly Activity for August 2025
September 18, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Worley Monroe Advisors
September 18, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Releases Inaugural Advisor Growth Study
September 17, 2025
Comprehensive, data-driven and advisor-informed research reveals sustainable growth trends in the wealth management industry, empowering advisors and institutions to grow with purpose
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Ox Road Capital Joins LPL Strategic Wealth Services
September 16, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes The Capitol Bay Group
September 09, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Decorum Wealth Management Launches with Support from LPL Strategic Wealth
September 08, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Advisors Embrace AI’s Potential for Business Growth, Increased Capacity, Survey Finds
September 04, 2025
LPL advisors attending the firm’s flagship conference, Focus 2025, expressed enthusiasm for new technologies and expanding their offerings
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Concentric Wealth Management
August 28, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Completes Onboarding of First Horizon Advisors to Institution Services Platform
August 27, 2025
First Horizon Advisors, Inc., includes approximately 125 advisors serving approximately $18B in assets*
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Skyward Financial
August 26, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
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