Client Resources

Access LPL Account View. Information includes investment holdings, asset allocation, performance reports, deposits and withdrawals, and tax cost basis of your LPL Financial accounts. Click here if unable to logon.

Your Personal Planning Website provides a “live net worth” through aggregation of investment accounts, real estate, credit cards, loans, and other assets and liabilities. The secure online vault is used for storage and communication of planning information, financial and estate documents, reports and reviews

ASK AN ADVISOR


How Can We Help You today? Do you want to…

Ask a question? refer someone? schedule a client appointment?

Contact the Managing Director, Shannon Corpuz  shannon@kingwealth.com

Talk to an Advisor?

Contact the Managing Director, Shannon Corpuz, to speak with, or to schedule an appointment with one of our Advisors shannon@kingwealth.com

Set-up an account?

Contact the Client Care Department
Flor Parisi flor@kingwealth.com Daniel Lillibridge daniel@kingwealth.com

Reset your Account View password?

Contact the Client Care Department
Flor Parisi flor@kingwealth.com Daniel Lillibridge daniel@kingwealth.com

Learn more about the RetirementMAP?

Contact Sigi Comeau, Wealth Advisor  sigi@kingwealth.com

Have a question about a letter you received from LPL?

Contact the Client Care Department
Flor Parisi flor@kingwealth.com Daniel Lillibridge daniel@kingwealth.com

Transfer funds?

Contact the Client Care Department
Flor Parisi flor@kingwealth.com Daniel Lillibridge daniel@kingwealth.com

Check your account?

Contact the Client Care Department
Flor Parisi flor@kingwealth.com Daniel Lillibridge daniel@kingwealth.com

 
 

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