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Death and Divorce Team Procedures

Death and Divorce Team Procedures

Posted on October 16, 2020

Gerald Mar

Service, Trading and Operations

Adding/dropping states for renewals, locating the ADV 2B brochure, ProSurv alerts

Adding/dropping states for renewals, locating the ADV 2B brochure, ProSurv alerts

Posted on September 18, 2020

Anthony Truong

Service, Trading and Operations

2020 Miscellaneous Debit Collection, Most Popular Client Account Questions, Focus 2020

2020 Miscellaneous Debit Collection, Most Popular Client Account Questions, Focus 2020

Posted on August 14, 2020

Natisa Wright

Service, Trading and Operations

Omnichannel/IVR Rollout, Books and Records Mailing, Margin Interest Rate Changes

Posted on June 12, 2020

Jeremiah Jones and Tomeka Addison

Service, Trading and Operations

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Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY

Investment Center Advisor Group (ICA Group) is a separate entity and not affiliated with LPL Financial.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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