Transcription of SAM II ASSET MANAGEMENT PROGRAM - Synergy …
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SAM II ASSET MANAGEMENT PROGRAM - Synergy …
A8-0308 LPL FINANCIAL CORPORATION ARegistered Investment AdvisorPage iTHIS BROCHURE PROVIDES CLIENTS WITH INFORMATION ABOUT LPL FINANCIAL CORPORATION AND THE STRATEGIC ASSETMANAGEMENT II ( SAM II ) PROGRAM THAT SHOULD BE CONSIDERED BEFORE ESTABLISHING A SAM II account . THIS INFORMATION HAS NOT BEEN APPROVED OR VERIFIED BY ANY GOVERNMENTAL Financial Corporation - A Registered Investment Advisor One Beacon Street, 22nd Floor, MA 02108-3106 (617) 423-3644 TABLE OF CONTENTSINTRODUCTION .. 1 SERVICES PROVIDED .. 1 FEE SCHEDULE.. 2 CONFLICTS OF INTEREST.. 5 REPORTING .. 7 CLIENT INFORMATION .. 8 TYPES OF CLIENTS.. 8 EDUCATION AND BUSINESS STANDARDS .. 8 EDUCATION AND BUSINESS BACKGROUND.
A8-0308 SAM II ASSET MANAGEMENT PROGRAM LPL FINANCIAL CORPORATION· A Registered Investment Advisor Page 3 balance of mutual funds in your account which pay 12b-1 fees. The fee offset may not exceed the Account Fee in any given
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