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home
about us
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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
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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
)
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 Welcomes Advisor Matthew Edwards
April 02, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Windward Wealth Advisors
March 28, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Grafton Wealth Advisors launches with support from LPL Strategic Wealth Services
March 25, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Expert Ratings For LPL Finl Hldgs
↗
March 22, 2024
Via
Benzinga
The Analyst Verdict: LPL Finl Hldgs In The Eyes Of 7 Experts
↗
February 26, 2024
Via
Benzinga
Evaluating LPL Finl Hldgs: Insights From 4 Financial Analysts
↗
February 05, 2024
Via
Benzinga
LPL Financial Welcomes Advisor Nolan Venable
March 21, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes McAnally Investment Group
March 20, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Christa Carone to Join LPL Financial as Chief Marketing and Communication Officer
March 18, 2024
Carone’s marketing background and entrepreneurial mindset will support the evolution of LPL’s brand strategy as the firm grows
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Finl Hldgs: Q4 Earnings Insights
↗
February 01, 2024
Via
Benzinga
Earnings Preview For LPL Finl Hldgs
↗
January 31, 2024
Via
Benzinga
LPL Financial Welcomes Five Independent Teams With $700 Million of AUM
March 14, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Advisor Brian Pflaum
March 12, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Aero Capital
March 06, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes RFS Financial Services
March 04, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Endeavor Wealth Strategies
February 29, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Continuity Private Wealth launches with support from LPL Strategic Wealth Services
February 27, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Wintrust Financial Corporation and LPL Financial Announce Strategic Relationship
February 23, 2024
Wintrust Plans to Transition Two of its Wealth Management Businesses to LPL’s Institution Services Platform.
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Reports Monthly Activity for January 2024
February 22, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Bice Wealth Management
February 21, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Launches Bespoke Planning and Investing Solutions to Help Advisors Attract and Serve High-Net-Worth Investors
February 20, 2024
Building on the successful launch of Tax Planning, LPL’s Business Solutions team continues to evolve customized ways for advisors to offer innovative planning solutions for affluent families
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
The 3 Biggest Reasons Why U.S. Consumer Spending Rebounded in January
↗
February 16, 2024
A U.S. consumer spending rebound is happening, and here are some interesting facts and figures for investors to digest right now.
Via
InvestorPlace
LPL Financial Welcomes CoastPoint Financial, LLC
February 15, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial to Acquire Atria Wealth Solutions
February 13, 2024
Atria Wealth Solutions supports approximately 2,400 advisors and 150 banks and credit unions, managing approximately $100 billion of brokerage and advisory assets
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Financial Advisor Blair Waller
February 07, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Equity Design Group
February 06, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Clorox Posts Upbeat Earnings, Joins Cigna, Deckers Outdoor And Other Big Stocks Moving Higher On Friday
↗
February 02, 2024
U.S. stocks traded mixed, with the Dow Jones falling over 100 points on Friday.
Via
Benzinga
Topics
Stocks
LPL Financial Announces Fourth Quarter and Full Year 2023 Results
February 01, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Financial Advisors Jonathan Maloney and Niki Davis Join LPL
January 31, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Earnings Scheduled For February 1, 2024
↗
February 01, 2024
Companies Reporting Before The Bell • ING Groep (NYSE:ING) is expected to report earnings for its fourth quarter. • Shell (NYSE:SHEL) is likely to report quarterly earnings at $1.81 per share on...
Via
Benzinga
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