The J.D. & Associates Power ReportLPL Financial advisors earned a #1 ranking in the key category of “Client Satisfaction with Advisors” in the 2009 J.D. Power Full Service Investor Satisfaction Study.

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Individual Investors
UVEST offers investment products and services for every
stage of life and all financial circumstances.
Annuities Insurance REITS
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NOTICE: If you are a client with a UVEST account who is no longer in contact with your financial advisor or financial institution,please call the following number for assistance:

(800) 877-7210, Extension 3864


Accounts Coded As Client Trade Direct/Discount Trading Conversion to LPL Financial

As a reminder, accounts that are coded as client trade direct/discount trading accounts on the UVEST Financial Services platform will be converting to LPL Financial on Wednesday November 30th, 2011. Please refer to the client communications mailed to you for additional information. You may also contact the LPL Financial Client Services Line at 855-575-9656 from 8:30 a.m. – 7:30 p.m. EST if you have any questions related to the account conversion.

Please Note: If this message applies to your account(s) you would have received a negative consent mailing and subsequent repapering packet. If you have not received these mailings you may disregard this message and there will be no change to your account on November 30th.



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