World-class investments.
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 Linsco/Private Ledger (LPL). We’re proud
to provide 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 solutions to the
challenges of wealth accumulation
and management.
NOTE: LPL’s investment account assets are protected up to $100,000,000. LPL’s SIPC membership provides account protection up to a maximum of $500,000, of which $100,000 may be in cash. For an explanatory brochure, please visit www.sipc.org.
NOTE: Additionally, through Lloyds of London, LPL accounts have additional securities coverage of $99.5 million, subject to a $500 million aggregate firm limit. Please contact your registered representative or refer to ww.lol.com for further information. The account protection applies in the event a SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not apply against loses from the rise and fall in the market value of investments.
Securities and Insurance Products offered through Linsco/Private Ledger (LPL) & its affiliates.
Member FINRA. Member of Securities Invtestor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org.
Not FDIC Insured. No bank guarantee. May lose value. Not a deposit. Not insured by any government agency.
|