Updates to Your LPL Statements

We are excited to announce that LPL is rolling out new enhancements to your account statements aimed at providing you with even greater transparency and clarity. In this informative video, you will learn about the upcoming changes, including improved visuals, simplified language, and more detailed information about your investments. Watch the video now to discover what’s coming!


Adam Vansant, AIF®, BFA
Senior Vice President of Operations & Advisory Services
Wealth Consultant
Email Adam Vansant here

Sonja McGittigan
Operations Specialist
Email Sonja McGittigan here

Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.

Schedule an appointment today!

Meet with us and begin planning your Better, Richer, Fuller® life.

Make an appointment

Subscribe to Our Insights

Every Monday & Thursday, our video blog gives you everything you need to know about the trends moving today’s markets with concise analysis.