Account Types

Various Account Types

Managed Investment Accounts ~

Your Financial Manager account provides for the purchase and trading of over 4,000 of the best-known, no-load mutual funds, all at no transaction fee or commission. Included are over 1,900 popular load funds that are available without a load, sales charge, or transaction fee.

Managed Tax-Deferred Accounts ~

Your Financial Manager account offers tax-deferred investing options through Variable Annuities, or Variable Life Insurance, if a death benefit is needed.

Managed Retirement Plan Accounts ~

Your Financial Manager account allows you to open or transfer IRA, 401(k), TSA, Pension and Profit Sharing accounts, all managed in a convenient Financial Manager managed account.

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Regulatory Disclosure Information

Securities offered through Mutual Service Corporation. Mutual Service Corporation and LPL Financial are affiliated companies and are members of FINRA/SIPC. FINRA web site is www.FINRA.org. Investment Advisory Services offered through Financial & Investment Management Advisors, Inc., an SEC Registered Investment Advisory Firm. Financial & Investment Management Advisors, Inc. is not affiliated with Mutual Service Corporation or LPL Financial.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and Certified Financial PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Various Account Types