A Registered Investment Advisor Name Compliance-Approved Title Approved DBA Name or LPL Financial Marketing Slogan (optional: must be approved for use.

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Presentation transcript:

A Registered Investment Advisor Name Compliance-Approved Title Approved DBA Name or LPL Financial Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone # address Website Insert Compliance-approved disclosure Must be IAR for use. LPL Tracking # The attached has been given an 'Approved As Is' status by Marketing Regulatory Review. For advisors who want to use and customize sponsor materials, they must first be directed to Chapter 15 (Communications with the Public), Section 25 (Pre-Approved Communications), of the Advisor Compliance Manual posted on Branch Net. There, they will find instructions on how to use sponsor materials. PLEASE DELETE THIS TEXT BOX PRIOR TO SENDING TO CLIENTS.

A Registered Investment Advisor Full Name Retirement Plan Consultant Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # address Website Insert Compliance-approved disclosure Insert Photo Here This slide should only be used for RPCP Advisors. Please delete this text box prior to sending to clients.

A Registered Investment Advisor CUSTOM INVESTMENT STRATEGY

A Registered Investment Advisor STRATEGY FOR YOUR INVESTMENT GOALS

A Registered Investment Advisor DetermineNeeds

CreateCustomizedPortfolio

YOUR STRATEGY

A Registered Investment Advisor ANSWER ANY QUESTIONS

A Registered Investment Advisor Full Name Retirement Plan Consultant Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # address Website Insert Compliance-approved disclosure Insert Photo Here This slide should only be used for RPCP Advisors. Please delete this text box prior to sending to clients.

A Registered Investment Advisor Name Compliance-Approved Title Approved DBA Name or LPL Financial Marketing Slogan (optional: must be approved for use by Marketing Regulatory Review) Phone # Alt. Phone # address Website Insert Compliance-approved disclosure Must be IAR for use. LPL Tracking # The attached has been given an 'Approved As Is' status by Marketing Regulatory Review. For advisors who want to use and customize sponsor materials, they must first be directed to Chapter 15 (Communications with the Public), Section 25 (Pre-Approved Communications), of the Advisor Compliance Manual posted on Branch Net. There, they will find instructions on how to use sponsor materials. PLEASE DELETE THIS TEXT BOX PRIOR TO SENDING TO CLIENTS.