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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
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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)
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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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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
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LPL Financial Holdings Inc
(NQ:
LPLA
)
361.63
+4.46 (+1.25%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
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LPL Financial Welcomes Goodwin Petrilli Financial
October 29, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Dougherty, Tedesco & Associates
October 24, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Financial Advisor William Fenwick
October 22, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
(LPLA) - Analyzing LPL Finl Hldgs's Short Interest
↗
October 04, 2024
Via
Benzinga
Where LPL Finl Hldgs Stands With Analysts
↗
October 04, 2024
Via
Benzinga
Navigating 12 Analyst Ratings For LPL Finl Hldgs
↗
September 12, 2024
Via
Benzinga
Looking Into LPL Finl Hldgs's Recent Short Interest
↗
September 12, 2024
Via
Benzinga
Rich Steinmeier Named Chief Executive Officer of LPL Financial; Elected to Board of Directors
October 21, 2024
Matt Audette Named President; Expands Current CFO Role
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Eight Financial Advisors in Florida
October 16, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Financial Advisor Ashton Medina
October 14, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Announces Third Quarter 2024 Earnings Release Date and Conference Call
October 09, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Air Capital Wealth Management Launches with LPL Financial
October 09, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial welcomes Morristown Wealth Management
October 07, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes The Noble Group
October 03, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Holdings Inc. Announces Termination of President and CEO Dan H. Arnold
October 01, 2024
From
LPL Financial Holdings Inc.
Via
Business Wire
LPL Financial Closes Its Acquisition of Atria Wealth Solutions
October 01, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Cheri Belski Joins LPL Financial as Head of Investment Management Solutions
September 30, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes GreenPoint Wealth Management
September 26, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes 57th Street Wealth Advisors to Linsco Channel
September 24, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
Bragar Eagel & Squire, P.C. Is Investigating LPL Financial, Bumble, Cardlytics, and European Wax and Encourages Investors to Contact the Firm
September 20, 2024
From
Bragar Eagel & Squire
Via
GlobeNewswire
LPL Financial Reports Monthly Activity for August 2024
September 19, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial welcomes Bury Financial Group
September 19, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Expands to Tempe
September 17, 2024
Wealth management leader opens new home office to expand its talent base in the Southwest’s financial industry corridor
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes The Bindra Group to Linsco Channel
September 16, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Apex Private Wealth Advisors
September 11, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
BrookBridge Private Wealth Joins LPL Private Wealth Management
September 10, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Welcomes Northern Plains Financial
September 09, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial to Acquire The Investment Center, Inc.
September 04, 2024
The Investment Center, Inc., supports approximately 240 advisors serving approximately $9 billion of brokerage and advisory assets
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial Appoints Tom Gannon as Chief Advocacy Officer
September 03, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
LPL Financial welcomes advisor Kelly Compton
August 26, 2024
From
LPL Financial Holdings, Inc.
Via
GlobeNewswire
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