WE ARE MAKING A HUGE CHANGE!

We are extremely excited to announce we have joined LPL Advisors, marking the largest strategic partnership since first expanding to offer financial planning services as HD Vest advisors in 2006.

Our growth with HD Vest, now called Avantax, was an unbelievable experience, but the industry experienced recent significant mergers / acquisitions and rebranding. To better service our client base, we vetted the entire broker dealer landscape to secure long term consistent and industry leading client service experience.

*LPL Advisors is the #1 Independent Broker/Dealer in the U.S., supporting nearly 22,000 financial advisors, and approximately 800+ financial institution programs.*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2023).

What this means for you as an investment client:

LPL Proprietary Technology and Client Online Monitoring Tools
LPL Expanded Product Partnerships and Financial Product Offerings
Faster Digital Friendly Account Service Paperwork
Faster Client Account Management and Monitoring Capability
Larger Client Services Team and Resources

IMPORTANT NEXT STEPS:

You will receive account transfer paperwork to move your Avantax accounts to LPL accounts.
You will receive emails and calls from us to notify you of your specific account changes to assist with the transfer to LPL.
Please help us by reviewing and signing your account related paperwork so you may transfer your investments IN KIND, meaning NO CHANGE in holdings to your accounts.

We are looking forward to the endless opportunities that come with this long term strategic partnership with LPL, and the continued leading service we look to provide you for your financial planning future.

BY THE NUMBERS

LPL has been serving advisors and investors for more than 30 years

More than 22,000 financial professionals are part of the LPL network

22k

1,100 financial institutions choose LPL as their partner

1,100

4.5M

Together LPL advisors and institutions serve more than 4.5 million investors across the U.S.

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