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  • Enhanced Account Protection

    provided by Prosperion & LPL

Client Account Protection Pledge

When you invest with an advisor who affiliates with LPL, your accounts are protected with multiple levels of account security:

  • Our SIPC membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash.*
  • London Insurers provides securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575 million (protection is subject to terms and conditions).*
  • With the multi-bank Insured Cash Account Program, deposits are eligible for up to $1.5 million of deposit insurance for individual and trust accounts and up to $3 million of deposit insurance for joint accounts, both through the FDIC.
  • Insured Cash Account deposits are FDIC-insured to a maximum amount of $250,000 (including principal and accrued interest), and is aggregated with all other deposits held by you in the same recognized legal capacity at the same bank. Other investment holdings are subject to loss.

Regardless of account type or size, we ensure your accounts are well protected with a high level of account security. If you’d like more information on what our SIPC membership entails, please visit www.sipc.org for a brochure. For FDIC insurance coverage information, log on to www.fdic.gov.

* The account protection applies when an SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.

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    A new year is often a time for fresh starts, intentional planning, and renewed motivation to conquer goals and accomplish things that are important to you. And after the year we just had, a fresh start is just what we need. As you transition into 2021 and all this year will bring, use this time […]

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Prosperion Financial Advisors
8400 E. Prentice Avenue
Suite 1125
Greenwood Village 80111
Phone: (303) 793-3202
Fax: (303) 793-3203
Email: prosperion@lpl.com
© Copyright 2017 - Prosperion Financial Advisors. All Rights Reserved.
Securities, Financial Planning, and Advisory Services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC. Prosperion Financial Advisors is not an affiliate of LPL Financial. The LPL Financial Representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY.
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