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Why Choose Us?
Why Choose an Independent LPL Financial Advisor?
Formed in 1989 through the merger of two small but successful brokerage firms, LPL Financial (LPL) is the leading independent brokerage firm in the nation, encompassing more than 5,500 investment professions in 50 states. LPL's financial advisors are independent business owners who specialize in providing customized financial solutions, backed by LPL's:
Financial Strength
LPL financial advisors invest or manage $100 billion every year in brokerage products and advisory programs. LPL's capital ration is the highest among all independent brokerage firms.
Dedication to Unbiased Financial Advice
The independent financial advisors affiliated with LPL have access to unbiased, independent research, enabling them to concentrate their energy on understanding your individual financial goals and offering impartial solutions to the challenges of wealth accumulation and management.
Account Protection
LPL's investment account assets are protected up to $100 million. LPL's Securities Investor Protection Corporation (SIPC) membership provides account protection of $500,000, of which $100,000 may be in cash. For an explanatory brochure, please visit SIPC's web site.
Additionally, through Lloyds of London, LPL accounts have additional securities coverage of $99.5 million, subject to a $500 million aggregate firm limit. Please contact your registered representative or refer to LPL's web site for further information.
The account protection applies in the event an SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments. This extensive coverage reflects a strong commitment to serving your investment needs.
Securities and insurance offered through LPL Financial. Member FINRA/SIPC.
Investment and insurance products:
Chicopee Savings Bank is not a broker/dealer and is not affiliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: AZ, CA, CT, FL, GA, KY, MA, MS, NC, NH, NM, NY, RI, SC, VA, VT.
