This robust digital platform is sponsored by LPL Financial Services, a Boston Based company. LPL Financial is one of the nation's leading financial services companies and publicly traded under ticker symbol (LPLA). Because they do not offer proprietary investment products or engage in investment banking activities; Advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of Advisors nationwide rely on the firm's tools & resources.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cornerstone Bank, The Capstone Planning Group, and Capstone EDGE are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using The Capstone Planning Group or Capstone EDGE, and may also be employees of Cornerstone Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Cornerstone Bank, The Capstone Planning Group, and Capstone EDGE.
Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of Massachusetts.
phone: 508.764.0046 | email: edge@CapstoneEDGE.com