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shepard FINANCIAL

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Disclosures

You may download and print these forms.

Disclosures

  • Privacy Policy 2019
  • Flagship Harbor Advisors Wrap Brochure
  • Flagship Harbor Advisors Disclosures Brochure

Account Agreements

  • LPL Financial Account Agreement
  • LPL Financial PTC Custodial Agreement
  • SWM Account Packet

 

 

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Disclosures

Securities offered through LPL Financial. Member FINRA/SIPC. (Links below.) Investment advice offered through Flagship Harbor Advisors, a registered investment advisor. Flagship Harbor Advisors and shepard FINANCIAL are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: ME, AZ, SC, CT, FL, IL, MA, NH, NJ, NY, OH, VA, and WA.

finra.org

sipc.org

2019
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