Our Commitment to Your
Privacy
Cross Financial
Management (“LPL Financial”)
and its family of affiliated
companies are committed
to maintaining the trust and
confidence of our
customers. We want you to
understand how we
protect your privacy when we collect
and use your
nonpublic personal information (“personal
information”) in the course of
business, as well as
the
measures we take to safeguard your personal
information.
Keeping personal information secure
and private is a priority at LPL
Financial.
Please click on the link
below to open our privacy policy.
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Privacy
Policy (Adobe Acrobat Format)

Disclaimer
* The information on this
page is for informational purposes only and does not
constitute, and should not be construed as,
professional, legal or tax advice. To determine your
individual tax situation and specific needs, please
consult a professional tax advisor.
* Information contained in these sections merely
highlight some benefits. There are risks involved with
all investments that could include tax penalties and
risk/loss of principal.
State Disclosure - The LPL Financial
representative associated with this website
may discuss and/or transact securities
business only with residents of the
following states: AK, AR, AZ, CA, CT, FL,
HI, ID, IN, MN, MT, NC, NH, NJ, OH, OR, TX,
VA, WA
Advisors will become registered in the
respective state, prior to any direct
communication with perspective customers,
who are located in states in which the
advisor is not registered.
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