Our Products

  • Savings
  • Investing
  • Financial Services
  • Fiduciary Services and Advisory Accounts
  • Financial Planning
  • Brokerage Accounts
  • IRAs
    • Traditional IRAs
    • Roth IRAs
    • SIMPLE IRAs
  • Mutual Funds
  • ETFs or Exchange Traded Funds
  • ETNs of Exchange Traded Notes
  • Stocks
  • Fixed Income
    • CDs or Certificates of Deposit
    • Corporate Bonds
    • Municipal Bonds
    • Collateralized Mortgage Obligations
    • Treasuries
    • Government Agencies
  • Alternative Investments
    • Exchange funds
    • Hedge funds
    • Managed futures
    • Private equity and private credit
    • Private debt (non-traded business development companies)
    • Qualified Opportunity Zone Funds
    • REITs or Real estate (non-traded real estate investment trusts)
    • Unlisted closed-end funds
  • Annuities
  • Insurance
    • Life Insurance
    • Disability Insurance
    • Long-Term Care Insurance
  • Education Planning
    • 529 Savings Plans
    • Coverdell Education Savings Accounts
    • UTMA/UGMA Accounts
  • Cash, Banking, & Lending Solutions
  • Structured Products
  • Unit Investment Trusts
  • Trust Services
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.