I was with LPL through my ex-FA, after they bought Mutual Services, who were no bargain either. I transferred everything to Vanguard, then used my massive carryover capital losses to offset any gains while converting to cash. I'm now in the process of DCA'ing into VG ETFs. I strongly recommend getting away from LPL.
__________________
"Good judgment comes from experience. Experience comes from bad judgement." - Anonymous (not Will Rogers or Sam Clemens)
DW and I - FIREd at 50 (7/06), living off assets
|