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Hurricane Hilary Update – Office Closure

We pray that all of you are well. In response to the impact of Hurricane Hilary, we want to inform you about our precautionary measures. Our primary concern is the safety of our team and the challenging conditions, including flooded roadways, caused by the current storm.

Due to these circumstances, our office will be closed on Monday, August 21st. This decision is based on our commitment to ensuring the well-being of our staff and considering the potential hazards associated with the inclement weather.

Although our aim is to maintain uninterrupted service, we acknowledge the potential for operational challenges due to the severe weather. Please rest assured that a dedicated subset of our team will be fully equipped to continue working remotely, thereby minimizing disruptions to our services.

Recognizing the urgency that emergencies can entail, we want to ensure you have the necessary resources at your disposal. In the event of power outages or if you require immediate assistance, we recommend the following options:

1. Contact the LPL Client Line at (800) 558-7567: Our team of client support specialists will be available to assist with any account-related transactions or inquiries.

2. Send a text to (760) 548-3766: For time-sensitive matters, you can communicate with us through text messages, and we will make every effort to provide a swift response.

Please be assured that we are actively monitoring the situation and are dedicated to delivering the highest level of service throughout this period of uncertainty. Your safety and contentment are paramount to us, and we stand ready to extend our assistance in any way possible.

We genuinely appreciate your understanding and cooperation during this time. Should you have any queries or concerns, please don’t hesitate to get in touch with us.

Thank you for your understanding!

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Dr. Roy Pitkin

This statement is a testimonial by a client of the financial professional as of {07/10/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #622550)

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Mark Olson

This statement is a testimonial by a client of the financial professional as of {07/16/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #614236.)

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Richard and Victory Grund

This statement is a testimonial by a client of the financial professional as of {02/29/2024}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #556941)

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Matt Johnson

This statement is a testimonial by a client of the financial professional as of {05/23/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #451730-2)

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David and Colette Renker

This statement is a testimonial by a client of the financial professional as of {10/25/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #515842)

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Don DeLair, Headmaster at King’s School of the Desert

This statement is a testimonial by a client of the financial professional as of {02/23/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #436116-2)

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Judy Sanders

This statement is a testimonial by a client of the financial professional as of {07/13/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #457029-1)