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Trust Services
LPL Financial Representatives offer access to Trust Services through the Private Trust Company N.A., an affiliate of LPL Financial, whose dedicated trust specialists have extensive expertise in the implementation of our clients' trust and estate plans.
The Private Trust Company is a federally chartered bank licensed to provide trust services in all 50 states, offering personal trustee services to high net worth clients for a variety of estate planning needs, including:
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Revocable and irrevocable personal trusts
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Irrevocable life insurance trusts
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Charitable remainder trusts
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Trustee services
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Administrative agent for individual trustees
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Trust settlement
Securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or it's licensed affiliates. The LPL Financial Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: CO, DE, WI