Un-Strategy (Who we are not):
o Not required to meet quotas
o Not going to ignore who our clients are and what their goals are
o As an independent firm, we do not work for an institution, we work for our clients
o We will not hand clients off to a call center if they have questions
o We are not restricted to a company’s investment product line
Securities and advisory services are offered through
LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Better Banks and Investment Strategists at Better Banks are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Strategists at Better Banks, and may also be employees of Better Banks. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Better Banks or Investment Strategists at Better Banks. Securities and insurance offered through LPL or its affiliates are:
• Not Insured by FDIC or Any Other Government Agency
• Not Bank Guaranteed
• Not Bank Deposits or Obligations
• May Lose Value
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
