Broker Check

Professional Alliances

LPL Financial

The financial professionals at Titus Wealth Management are proud to have a strong working relationship with LPL Financial, which allows us to offer a broad range of financial products and services available in the industry to our clients. LPL Financial is the nation’s leading independent brokerage firm* and does not develop proprietary investment products. Therefore, we are under no obligation to sell certain investments or produce transactions to satisfy any quotas.

A full-service national independent brokerage firm with corporate headquarters in Boston and San Diego and Chicago, LPL Financial has been in business for over 40 years providing a wide variety of service to its 50,000 + advisor network, including trading and operations, product and market research, accounting, marketing, compliance and advisor services. LPL Financial is a member of the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection Corporation (SIPC), and a registered investment advisor. 

Private Trust Company (PTC)

Private Trust Company (PTC), a wholly owned subsidiary of LPL Financial, manages trusts and family assets for high-net-worth clients and is licensed in all 50 states under its 1995 national banking charter. PTC does not engage in any lending or deposit-taking, specializing solely in providing fiduciary services for (currently) over $20 billion in assets. Some of the comprehensive trust services PTC provides include: custody of trust assets; asset management in accordance with trust agreement guidelines, investment policies and fiduciary standards; and administration, to include trust accounting and related tax services.

*As reported by Financial Planning magazine, June 1996-2016, based on total revenue.