Intermountain Community Investment Services

A Relationship Built to Last

Intermountain Community Investment Service's financial advisors are committed to your long-term success. By working with your advisor to develop and execute an asset allocation strategy tailored to your goals, you can be confident of having a sound investment plan, one designed to help increase your wealth over time. By enlisting a financial advisor in support of your investment goals, you benefit from extensive expertise and resources. You can take comfort in the fact that your experienced advisor monitors market developments and provides ongoing advice and portfolio management focused solely on growing the value of your assets. The knowledge that your investment program will reflect your changing needs over time gives you the freedom to focus on life's other important pursuits.

Loading...

About LPL Financial

LPL Financial, a national broker/dealer and registered investment advisor, is the leading independent securities firm with a history of helping individuals and businesses achieve their financial goals for nearly 40 years. LPL Financial offers independent, non-proprietary investment products, which are intended to serve the client's best interests. With headquarters in Boston, San Diego and Charlotte, LPL Financial provides premier service and support to financial advisors nationwide.

Account Protection

To give clients the maximum level of protection for their accounts, cash and securities held in LPL Financial brokerage accounts are protected up to $100 million. The Company’s SIPC membership provides account protection up to a maximum of $500,000, of which $100,000 may be in cash. For more information, visit www.sipc.org. Additionally, through Lloyds of London, LPL Financial accounts have additional securities coverage of $99.5 million per account, subject to a $500 million aggregate firm limit. The account protection applies when a SIPC firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.

Through the LPL Financial multi-bank Insured Cash Account Program, deposits are eligible for up to $1 million of deposit insurance for individual accounts, and for up to $2 million of deposit insurance for joint accounts through the FDIC. At each bank, your Insured Cash Account deposits are insured by the FDIC to a maximum amount of $100,000 (including principal and accrued interest) when aggregated with all other deposits held by you in the same recognized legal capacity (e.g., individual, joint, IRA, etc.) at the same bank. For example, if you have an individual brokerage account, you would be eligible for up to $100,000 of FDIC deposit insurance per bank. If you and your spouse have a joint account, your account would be eligible for up to $200,000 of FDIC deposit insurance per bank. If you have any questions about FDIC insurance coverage, visit www.fdic.gov.

Securities and insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial's U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Panhandle State Bank and its locally operated divisions are not registered brokers/dealers and are not affiliated with LPL Financial.