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home
about us
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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
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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
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Sample Portfolio
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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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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
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TAF® Program
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Event Schedule
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Market Value Securities (MVS sm) Presentation
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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LPL Financial Holdings Inc
(NQ:
LPLA
)
376.56
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 6, 2026
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All News about LPL Financial Holdings Inc
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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 (NASDAQ:LPLA) Reports Upbeat Q3
October 30, 2025
Independent financial services firm LPL Financial (NASDAQ:LPLA) announced better-than-expected revenue in Q3 CY2025, with sales up 48.4% year on year to $4.55 billion. Its non-GAAP profit of $5.20 per...
Via
StockStory
LPL Financial Announces Third Quarter 2025 Results
October 30, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Earnings Scheduled For October 30, 2025
↗
October 30, 2025
Via
Benzinga
Meta Tumbles 10%, Google Marks Historic Rally: What's Moving Markets Thursday?
↗
October 30, 2025
Wall Street saw a cautious tone on Thursday as major tech-heavy indexes edged lower, weighed down by mixed earnings from the mega-caps and the lingering impact of hawkish remarks from Fed Chair Jerome...
Via
Benzinga
Topics
Economy
Earnings To Watch: LPL Financial (LPLA) Reports Q3 Results Tomorrow
October 28, 2025
Independent financial services firm LPL Financial (NASDAQ:LPLA) will be reporting earnings this Thursday after market hours. Here’s what investors should know.
Via
StockStory
Topics
Artificial Intelligence
LPL Financial Welcomes Edge Wealth Advisory Group
October 28, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Here's How Much $1000 Invested In LPL Finl Hldgs 15 Years Ago Would Be Worth Today
↗
October 27, 2025
Via
Benzinga
LPL Financial Welcomes Gentle Family Wealth Partners
October 23, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Here's How Much $100 Invested In LPL Finl Hldgs 5 Years Ago Would Be Worth Today
↗
October 16, 2025
Via
Benzinga
LPL FINANCIAL HOLDINGS INC (NASDAQ:LPLA) Combines Strong Growth with Technical Breakout Setup
↗
October 16, 2025
Discover a winning investment strategy combining strong growth fundamentals with technical breakout signals, using LPL Financial as a prime example.
Via
Chartmill
LPL Financial Welcomes Paddock and Pine Wealth Partners to Linsco Channel
October 14, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
'There Is A Bigger Risk,' Why Americans' Stock Holdings Have Some Economists Worried
↗
October 11, 2025
Via
Benzinga
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
Q2 Rundown: LPL Financial (NASDAQ:LPLA) Vs Other Investment Banking & Brokerage Stocks
October 02, 2025
Let’s dig into the relative performance of LPL Financial (NASDAQ:LPLA) and its peers as we unravel the now-completed Q2 investment banking & brokerage earnings season.
Via
StockStory
Breaking Down LPL Finl Hldgs: 9 Analysts Share Their Views
↗
October 01, 2025
Via
Benzinga
LPL Financial Welcomes Lighthouse Private Wealth
September 30, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
3 Financials Stocks to Target This Week
September 30, 2025
Financial firms serve as the backbone of the economy, providing essential services from lending and investment management to risk management and payment processing. Market leaders have certainly...
Via
StockStory
Topics
Economy
Stocks
Here's How Much $100 Invested In LPL Finl Hldgs 10 Years Ago Would Be Worth Today
↗
September 26, 2025
LPL Finl Hldgs (NASDAQ: LPLA) has outperformed the market over the past 10 years by 10.91% on an annualized basis producing an average annual return of 24.07%. Currently, LPL Finl Hldgs has a market...
Via
Benzinga
LPL Financial Welcomes Tennant Financial
September 25, 2025
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
2 Cash-Producing Stocks Worth Your Attention and 1 We Brush Off
September 24, 2025
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak...
Via
StockStory
Prudential and LPL Collaborate to Expand Access to Retirement Security
September 22, 2025
From
Prudential Financial, Inc.
Via
Business Wire
3 Market-Beating Stocks with Exciting Potential
September 22, 2025
Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the...
Via
StockStory
Why LPL Financial (LPLA) Shares Are Plunging Today
September 19, 2025
Shares of independent financial services firm LPL Financial (NASDAQ:LPLA) fell 5.2% in the morning session after Rothschild & Co Redburn downgraded the stock to Neutral from Buy and slashed its price...
Via
StockStory
Topics
Economy
Stocks
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
A Look Into LPL Finl Hldgs Inc's Price Over Earnings
↗
September 15, 2025
Via
Benzinga
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