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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
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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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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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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
Bond Fund Seminar
RSVP-Signup Form
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LPL Financial Holdings Inc
(NQ:
LPLA
)
359.38
-17.18 (-4.56%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 7, 2026
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All News about LPL Financial Holdings Inc
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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
Analyst Ratings for LPL Finl Hldgs
↗
August 18, 2023
Via
Benzinga
LPL Financial Reports Monthly Activity for July 2023
August 17, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Where LPL Finl Hldgs Stands With Analysts
↗
July 28, 2023
Via
Benzinga
LPL Financial Study Reveals How Top Advisors Achieve Extraordinary Results
August 17, 2023
Top 10% of advisors use four business-building strategies to pursue success
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Financial Advisor Andrew Hayek
August 16, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Breakaway Wealth Management Launches with Support From LPL Financial
August 15, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Financial Advisors Colleen Schuler and John Gibson
August 14, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Financial Advisor Brendan Wood Joins Linsco by LPL Financial
August 09, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Veritas Legacy Wealth Launches With Support From LPL Financial
August 08, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Adds Direct Indexing to Its Model Wealth Portfolios Platform
August 05, 2023
New capability helps give advisors a competitive edge with potential for improved after-tax outcomes for clients
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Kicks Off Its 2023 Flagship Focus Conference in San Diego
August 05, 2023
Nearly 8,000 attendees convene in SoCal to build upon the important work financial services professionals do for their clients, teams and communities
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Return of Advisor Richard Donahue
August 02, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Pinnacle Private Wealth Advisors Launches With Support From LPL Financial
July 31, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Announces Second Quarter 2023 Results
July 27, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Names Althea Brown Chief Legal Officer
July 26, 2023
Tenured executive will continue to evolve legal department into a best-in-industry asset for financial advisors, institutions and LPL
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Pacific Legacy Wealth Partners Launches With Support From LPL Financial
July 26, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial to Acquire Financial Services Provider Crown Capital Securities
July 25, 2023
Crown Capital Securities is a broker-dealer and RIA supporting approximately 260 advisors serving approximately $6.5 billion of client assets
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Interactive Brokers Profits, Sales Pop; Stock Rating Climbs
↗
July 21, 2023
Interactive Brokers stock is up recently. It hit an all-time high in March. Its upgraded 74 RS Rating shows improving price performance.
Via
Investor's Business Daily
Advisors John Thornton and Jake Mclean Join Linsco By LPL Financial
July 20, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Retail Investors' Bullish Sentiment Fuels Rally In Brokerage Stocks: Standout Performers Of Q2 Earnings Season
↗
July 19, 2023
Via
Benzinga
LPL Financial Welcomes Syracuse Wealth Management
July 19, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial to Support the NGLCC to Advance LGBTQ+ Business Ownership, Expand Access to Financial Advice
July 18, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Financial Advisor Laura Evans
July 17, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Advanced Benefit Systems
July 13, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Top Investment Bank Unveils 3 ETFs, 10 Stocks To Buy In The AI Boom
↗
July 12, 2023
Via
Benzinga
LPL Financial Welcomes Financial Advisor David W. Rodgers
July 12, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Publishes Midyear Outlook 2023
July 11, 2023
2023 started with a theme of returning to normalcy—a theme we could all embrace six months ago and will continue to rally around through year-end
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
FINANCIAL ADVISOR BART DELUCA JOINS LPL FINANCIAL TO OPEN MARYLAND OFFICE WITH INTRUA FINANCIAL
July 11, 2023
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
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