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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
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Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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
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Estate Planning
Financial Planning
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Implementation
Legal Services
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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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Additional Information
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Event Schedule
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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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LPL Financial Reports Monthly Activity for April 2024
May 23, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Welcomes Pilot Financial
May 22, 2024
The N.C.-based team manages approximately $4.6B AUM across 105 advisors
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Auctus Legacy Private Wealth Management
May 21, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Deep Dive Into LPL Finl Hldgs Stock: Analyst Perspectives (12 Ratings)
↗
May 01, 2024
Via
Benzinga
Analyst Expectations For LPL Finl Hldgs's Future
↗
April 08, 2024
Via
Benzinga
LPL Financial Welcomes Cornerstone Financial Advisers
May 20, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Financial Advisor Tara Blair
May 15, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Noble Traditions Wealth
May 13, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Advisor Chris Kitaeff
May 09, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Closes Acquisition of Crown Capital Securities
May 08, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Thimble Island Private Wealth Launches With Support From LPL Strategic Wealth Services
May 07, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
3 Nasdaq Stocks Trading at Discounted Prices to Consider in May
↗
May 06, 2024
Finding undervalued Nasdaq stocks has become harder in 2024 because they’ve become more expensive than a year ago.
Via
InvestorPlace
Burlwood Wealth Launches With Support From LPL Strategic Wealth Services
May 06, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Guardian Partners Wealth Management
May 02, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Journey Financial
May 01, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPLA Stock Earnings: LPL Finl Hldgs Beats EPS, Beats Revenue for Q1 2024
↗
April 30, 2024
LPLA stock results show that LPL Finl Hldgs beat analyst estimates for earnings per share and beat on revenue for the first quarter of 2024.
Via
InvestorPlace
LPL Financial Announces First Quarter 2024 Results
April 30, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Stocks Dive On Fears Of Hawkish Fed; Treasury Yields Rise, Bitcoin Tumbles To $60,000: What's Driving Markets Tuesday?
↗
April 30, 2024
Investor apprehension grips Wall Street with major indices showing midday losses on Tuesday in New York trading, ahead of the Federal Reserve’s potentially hawkish pivot in Wednesday’s meeting.
Via
Benzinga
LPL Financial Welcomes Strategic Wealth Partners
April 29, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Hickory Ridge Wealth Partners
April 25, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL and Momentum Wealth Partners Welcome Sussex Wealth Partners
April 23, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Heritage Private Wealth launches with support from LPL Strategic Wealth Services
April 22, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Spotlight Financial
April 18, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Legacy Retirement Planning
April 17, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Advisor Philip Nation
April 15, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Strategic Insights Financial Planning Group
April 11, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Somnio Wealth
April 10, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Releases 2024 Sustainability Report
April 09, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Announces First Quarter 2024 Earnings Release Date and Conference Call
April 09, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
MG Partners Private Wealth launches with support from LPL Strategic Wealth Services
April 04, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
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