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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

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. 

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

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

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.

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

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