Investment Options


Through our affiliation with LPL Financial, we provide a wide-range of diversified financial products. Together, we offer you the objectivity of working with an independent financial consultant combined with the stability and strength to access the world's financial markets and a wealth of investment resources. Below is a detailed list of financial product offerings through LPL Financial LP.






NYSE-listed stocks CMOs
NASDAQ over-the counter Convertible
All other major exchanges Corporate
Foreign stocks Municipal
Margin accounts Zero coupon
Corporate finance  
Investment banking

Government Securities

144 and other restricted securities sales  
Employee stock-option plans Ginnie Maes
  Treasury bills

Cash Management

Treasury bonds
  Treasury notes
Daily sweep accounts  
Money markets


Insured CDs  
Online account access All major exchanges

Retirement Accounts


IRAs Fixed annuities
SEP/IRAs Variable annuities
Roth IRAs Term life
Education IRAs Variable life
Simple IRAs Universal life
Defined contribution Whole life
Money-purchase pension plan Disability
Profit-sharing plan Long-term care
403(b) Health
401(k) Dental

Mutual Funds


Alternative Investments

Open-end funds  
Closed-end funds REITs
Networking Equipment leasing
Dividend reinvestment Managed futures
  Equity-linked notes

Asset Management

Oil & Gas Programs
  Tax Credit Programs
Independent manager search Real Estate LLC's
Performance monitoring and reporting Mortgage Funds
Wrap-fee accounts  
Asset allocation

And More . . .

Fee-in-lieu accounts  
Outside managed accounts Education and 529 plans