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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
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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
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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Market Value Securities (MVS)
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Back Dated Performance Reports
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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
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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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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Event Schedule
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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
)
370.12
+8.49 (+2.35%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 5, 2026
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The Latest Analyst Ratings for LPL Finl Hldgs
↗
October 10, 2023
Via
Benzinga
Sides Wealth Advisory Group Launches With LPL Financial Strategic Wealth Services
October 10, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Announces Third Quarter 2023 Earnings Release Date and Conference Call
October 05, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Exploring NASDAQ:LPLA's quality characteristics.
↗
September 13, 2023
Is LPL FINANCIAL HOLDINGS INC (NASDAQ:LPLA) suited for quality investing?
Via
Chartmill
The Latest Analyst Ratings for LPL Finl Hldgs
↗
September 07, 2023
Via
Benzinga
Why quality investors should have a look at LPL FINANCIAL HOLDINGS INC (NASDAQ:LPLA).
↗
August 23, 2023
Why the quality investor may take a look at LPL FINANCIAL HOLDINGS INC (NASDAQ:LPLA).
Via
Chartmill
LPL Financial Welcomes Bradford Capital Group
October 05, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Father-Daughter Financial Advisors Joe And Jamie Bryant Join Linsco By LPL Financial
October 03, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
PB FAM Private Wealth Launches With Linsco by LPL Financial
October 02, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Vintage Financial Group
September 27, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
B. Riley Stock Upgraded After Dazzling Profit, Sales Gains
↗
September 26, 2023
Among its other important ratings B. Riley stock has an 82 Composite Rating, out of 99, showing it's among top stocks overall.
Via
Investor's Business Daily
LPL Financial Welcomes Wealth Management and Legacy Planning Group
September 25, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial’s Greg Gates Named Chief Technology Officer of the Year
September 22, 2023
Executive recognized for transforming LPL’s tech infrastructure at “Wealthies” gala
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Reports Monthly Activity for August 2023
September 21, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Highlights Progress of Liquidity & Succession Program
September 20, 2023
Program allows advisors the freedom to refocus on their clients while preserving their legacy
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Financial Advisor Aaron Cizon Joins Linsco by LPL Financial
September 19, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
The Francis Group at LPL Launches in California by Joining LPL Strategic Wealth Services
September 18, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Father-Son Financial Advisors Michael and Wes Climer Join Linsco by LPL Financial
September 11, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Validus Financial Associates
September 06, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Benzinga's Top Ratings Upgrades, Downgrades For September 7, 2023
↗
September 07, 2023
Via
Benzinga
Financial Advisors Ed Winegar and Gregory Berg Join Linsco by LPL Financial
September 05, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Legacy Wealth Advisors, Inc.
August 31, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Financial Advisors Steve Boeckmann and David Wyzgowski
August 30, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Technology Leader Greg Gates Named CIO of the Year
August 29, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Woman-Led Revel Private Wealth Launches With Support From LPL Financial
August 28, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
10 Financials Stocks With Whale Alerts In Today's Session
↗
August 25, 2023
Via
Benzinga
Prudential Financial and LPL Financial Sign Strategic Relationship Agreement to Expand Retail Wealth Management Capabilities and Drive Growth
August 24, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Commerce Financial Advisors Joins LPL Financial’s Institution Services Platform
August 23, 2023
The business includes nearly 30 financial advisors serving approximately $4.7 billion AUM
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Financial Advisor Matthew Holbrook Joins Linsco by LPL Financial
August 22, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Watermark Wealth Management
August 21, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
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