First Western Financial
Quality investment services. Local advice.
You've worked hard for your money. At First Western Financial, we make recommendations as if it were our own. We offer our clients access to a wide range of investment products through LPL Financial. We're proud to provide access to comprehensive financial planning tools, as well as unbiased, independent research on individual stocks, bonds, mutual funds, annuities, insurance, and investment managers across many asset classes. This enables us to concentrate our energy on understanding your financial goals and offering impartial strategies to the challenges of wealth accumulation and management.
NOTE: The LPL Financial SIPC Membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash. An explanatory brochure is available at www.sipc.org.
Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575,000,000 subject to conditions and limitations.
The account protection applies when an SIPC member 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.
Not FDIC Insured – Not Bank Guaranteed – May Lose Value
Not Insured by any Federal Government Agency – Not a Bank Deposit
The LPL Financial registered representative associated with this page may only discuss and/or transact securities business with residents of the following states: Arkansas, Illinois, Louisiana, Maryland, Michigan, Missouri, Mississippi, North Carolina, Oklahoma, Texas and Virginia. First Western Bank and First Western Financial are not registered broker/ dealers and are not affiliated with LPL Financial.
Current Account View subscribers can access their account here.
Contact us for more information.