Banking Services
Cash Management & Banking Solutions
As investors, we often view our investment and bank accounts separately. However, we do not have to. There are many solutions available at LPL Financial that you can leverage to do things you may ordinarily associate only with your bank accounts:
1. Earn interest on your uninvested cash.
2. Perform common financial transactions: write checks, set up automatic bill pay, withdraw cash, or make purchases with a debit or credit card.
3. Use your investment account as collateral for a loan.
Jorge E. Romero, CFP®
CERTIFIED FINANCIAL PLANNERᵀᴹ, Wealth Management Advisor
As your CERTIFIED FINANCIAL PLANNERᵀᴹ and Wealth Management Advisor, I help bring structure and clarity to your financial life. Through an in-depth discovery process, I take time to understand your goals, values, time horizon, and risk...