A well-rounded financial portfolio includes insurance policies to protect your loved ones, personal assets and business interests.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
SEC Modernized Marketing Rule for Investment Advisors
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. PS Bank and PS Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PS Wealth Management, and may also be employees of PS Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PS Bank or PS Wealth Management. 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|
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, GA, NJ, NY, NC, MO, PA, SC, VA, MD.