Cashman Consulting Change in Broker/Dealer & Registered Investment Advisor, LPL Financial
We want to share some great news with you, our valued clients. Cashman Consulting is making some changes that will make your customer experience even better.
We are changing our broker relationship from Kestra to LPL Financial. According to the June 2020 issue of Financial Planning Magazine, by revenue, LPL is the largest independent broker/dealer in the country and they provide a tremendous amount of resources.
So why are we doing this and what does this mean for you?
The WHY is that being part of LPL will open up additional resources. Economists, research and technology that we feel will benefit you, our clients. It will make us more efficient and will provide us even more information to support you with smart choices and information.
Here’s what is going to happen. All of your investments will transfer to the new LPL platform “in-kind,” meaning nothing will have to be sold.
We will prepopulate the paperwork for you to sign and we will use DocuSign to assist in signing the documents electronically with a simple click-through process.
We are here if you have questions about the signature process.
Over the next week or two, you receive an email with specific instructions on how to sign these forms electronically. Feel welcome to call or email anytime as we are here to serve you and to help with any questions you might have.
Our goal is to provide you excellent service and independent financial advice.
Thank you so much, and we appreciate your continued confidence with the team at Cashman Consulting.
- The Cashman Consulting Team
Please find the link to the educational communication as required by FINRA, below.