Our Strategic Affiliation & Partner
Falcon International Bank Affiliation
FalconVest Financial Services was established in October 2002 through a third party brokerage affiliate agreement between Falcon International Bank, AC Financial and LPL Financial, one of the nation's leading independent sources for financial services and investment advice. This agreement was established to fill the growing demand for quality investments and financial planning services at Falcon International Bank.
Through our affiliation with Falcon International Bank, we provide bank customers with unbiased advice; meaningful, timely information and research; and easy access to investment and financial services that address their needs.
FalconVest offers a holistic approach to wealth management, long-term growth strategies, portfolio design and professional asset management. We offer access to fee-based asset management, which allows us to share a common goal - to grow the value of your assets. Commission-based brokerage accounts are also available for investors preferring this manner of investing.
Falcon International Bank and Falcon Vest Financial Services are not registered broker/dealers and are not affiliated with LPL Financial. Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.The investment products sold through LPL Financial are not insured Falcon International Bank deposits and are not FDIC insured. These products are not obligations of Falcon International Bank and are not endorsed, recommended or guaranteed by Falcon International Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. OR Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not a Bank Deposit
Not Insured by any Federal Government Agency
OUR BUSINESS MODEL
One of the distinguishing characteristics of our business model is our goal of generating significant free cash flow. LPL Financial does not engage in the business practices of investment banks or provide other alternative financial services. We do not engage in market-making activities nor do we engage in proprietary trading for our own account. Our trading activities are focused solely on facilitating trades for our advisors' clients, and not on speculative trading for the firm's own account. In addition we have no exposure to mortgage-related investments or securities, nor do we provide loans to hedge funds or other speculators.
What LPL Financial does provide is technology, brokerage, and investment advisory services through business relationships with independent financial advisors, registered investment advisors (RIAs), and financial institutions and their financial representatives, all of whom we refer to collectively as our "customers." We offer these customers access to a broad array of financial products and services to support them in providing financial advice and brokerage services to retail investors. Our financial advisors and institutions are our only customers; we do not market directly to investors.