Principal, Financial Advisor
The Financial Services Experience We Bring to the Table
You want to increase your wealth and we want to help you. AC Financial uses a holistic approach that examines all your assets and liabilities as well as your investments. We are committed to understanding your reality, using a balanced approach and to the ongoing evaluation and monitoring of your accounts. We proactively help you manage your investments and recommend adjustments to your portfolio so you never compromise your objectives. Allow us to serve you and we will strive to exceed your expectations for quality service and profitable long-term investment results. You and your family deserve better and we can deliver.
We currently, manage in excess of $150 million in brokerage assets for private investors and households, including clients saving for retirement and retirees seeking professional guidance in income distribution planning and accumulating wealth. Approximately, 30% of our business includes money management services for private foundations and institutional bank clients.
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The #1 independent broker/dealer in the country.*
LPL Financial Key Facts:
LPL Financial was formed in 1989
Supports over 16,000 financial advisers in more than 7,000 branch offices
Taking Care of Your Assets: LPL’s supports independent and experienced financial advisors by providing comprehensive custody services for their clients. Meaning LPL takes responsibility for holding your assets in our care and processing your investment transactions.
Your Needs Come First: LPL offers no investment products or investment banking services of its own, so advisors can devote their time and energies on understanding your objectives.
LPL’s Research Team: AC Financial is supported by a staff of award winning research analysts to help conduct research, provide strategic guidance, and insights to financial markets.
Industry leading technology: LPL provides access to leading technologies for executing trades, reviewing investments and managing your investment portfolio. As a client, you are provided access to “Account View” so you can conveniently review your accounts from home or a mobile device over the internet.
Account Protection: LPL’s SIPC membership provides account protection up to a maximum of $500,000 per customer, of which $100,000 may be claims for cash. Additionally, through London Insurers, additional protection is provided the net equity of customer accounts. For further explanation, please contact our offices.
Your one-on-one relationship is supported by thousands: More than 2,400 employees in the San Diego, Boston and Charlotte headquarters assist advisors who work with LPL Financial with everything from product knowledge to client service.
*As reported by Financial Planning magazine, June 1996-2013, based on total revenue.