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DELIVERY INSTRUCTIONS

Checks to fund LPL accounts – made payable to LPL Financial, reference account # in memo – mail to Carla Leombruno at 300 Fifth Ave, 3rd Floor, Waltham, MA 02451

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Checks to College America accounts – made payable to College America, reference account # in memo – mail to Carla Leombruno @ 300 Fifth Ave 

 

LPL Wire Instructions 

ABA #: 021000018 The Bank of New York

Account Name:  LPL Financial LLC Wire Receipt

Credit Account #: 8900511524

F/F/C (Client’s LPL Account Name and Number)

 

DTC Eligible Securities

DTC Clearing #: 0075

F/F/C (Client’s LPL Account Number)

F/F/C (Client LPL Account Name)

The Salkins Group | 200 Fifth Avenue, Suite 4010, Waltham, MA 02451 | 781-373-4490

Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial.  Investment advice offered through Integrated Financial Partners, a registered investment advisor. Integrated Financial Partners, Integrated Partners and The Salkins Group are separate entities from LPL Financial. 

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LPL Financial and Integrated Financial Partners do not provide tax services. 

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For more information visit www.FINRA.org or www.SIPC.org.

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

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