How secure is our money and personal information?

Protecting your accounts and personal information is a top priority of our firm. Working with LPL Financial, a national broker dealer, allows us to ensure that your assets are closely monitored and secure. LPL Financial is a member of the Securities Investor Protection Corporation (SIPC). In addition, your personal information is protected with the latest in cyber security technology.


The LPL Financial SIPC Membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash.An explanatory brochure is available at, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575,000,000 subject to conditions and limitations.The account protection applies when an SIPC member firm fails financially and isunable to meet obligations to securities clients, but it does not protect againstlosses from the rise and fall in the market value of investments.