Links & Free Downloads

Free Downloads

Helpful Links

  • Wall Street Journal – Personal Financial Planning
    The WSJ publishes various articles relating to personal financial planning.
  • FINRA Broker Check
    Considering hiring a financial advisor to manage your retirement assets?  Here is a resource to check for past complaints, lawsuits, fines, and a detailed record of their work experience. Broker check will only be able to locate advisors who have securities licenses (for example, Series 6, 7, 24, 4, 3).
  • CFP Board
    Considering hiring a Financial Planner?  This website has great information on why you should consider hiring a CERTIFIED FINANCIAL PLANNER™ Practitioner.
  • North Carolina 529 Plan
    This informative website is dedicated to financial planning for college.
  • Bank Rate
    This site provides a wealth of information on financial topics.

* Third party sites do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.