The trusted contact person is intended to be a resource in administering your accounts, protecting your assets, and responding to possible financial exploitation. Note: Your trusted contact person must be age 18 or older, and would not be able to conduct transactions in the account.
Primary Beneficiary No. 1
Primary Beneficiary No. 2
Primary Beneficiary No. 3
Primary Beneficiary No. 4
Contingent Beneficiary No. 1
Contingent Beneficiary No. 2
Please select the appropriate range:
Invesment Horizon and Liquidity Needs
Indicate the number of years of experience for each investment type:
Master Plan Program Payment Information
Please fill out the information below if you are looking to become a Financial Master Plan Program Client.
We will contact you with further information on the Financial Master Plan Program.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Davis, Glenn & Glover Wealth Management, a registered investment advisor. Davis, Glenn & Glover Wealth Management and Davis Financial Services are separate entities from LPL Financial.