Efficiently monitor your investment lineup with an automated tool that notifies you of changes in performance or other factors using easy-to-understand filters and “pass/ fail” criteria.
Receive quarterly investment reports using LPL’s proprietary 12-factor methodology.
Document your analysis and any actions you take arising from your review.
Schedule formal investment reviews based on your desired timetable.
The Financial Professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.