At MWBoone and Associates, LLC, we utilize the services of LPL Financial to hold our client accounts and perform due diligence and review and approve investment products for us. Through our independent relationship with LPL we offer common and preferred stocks, hybrid and convertible securities, mutual funds, Exchange Traded Funds, options, CDs, municipal, corporate, agency and government bonds, Separately Managed Account and money market instruments. Insurance related products and services include life, disability and long term care insurance and both fixed and variable annuities. Alternative Investments include gold and precious metals, commodities, futures, public and private real estate investment trusts and limited partnerships, oil and gas, private equity, hedge funds and leasing programs. Educational account options include 529s and UGM accounts. Retirement accounts offerings include 401(k)s, SEPs, SIMPLEs, 403(b) TSAs, IRAs and Roth IRAs.
Here is a short video highlighting the LPL Financial story: