Your Financial Advisor's Role
Your financial advisor's role in establishing a trust is to support everyone, not to replace anyone.
Your LPL financial advisor will work with you and your tax and legal advisors, helping to coordinate and communicate your complete financial picture. The drafting of your trust document will be done by your estate planning attorney. LPL Financial, through The Private Trust Company, is available to manage your trust once it's properly drafted. You can continue to benefit from the judgment of your trusted financial advisor, while your family's wealth is protected by a knowledgeable trustee.
- Contact a financial advisor in your area for a no-obligation consultation.
See Also
Terms & Conditions
Securities, insurance products, asset management, and financial planning and services offered through LPL Financial and its affiliates, are not NCUA/NCUSIF insured, are not credit union guaranteed, and may lose value. Representatives are employees of North Island Credit Union and licensed through LPL. LPL Financial Member FINRA/SIPC. North Island Credit Union CA license #0719223.
The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arkansas, Arizona, California, Colorado, Florida, Hawaii, Indiana, Missouri, New Jersey, New Mexico, Nevada, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Wisconsin.
Island Paradise artwork property of North Island Credit Union.
Copyright © 1998-2009. North Island Credit Union. All rights reserved.