Client Bill of Rights

Laine Wealth Management presents information in a straightforward, understandable manner to determine the best options available for our client's financial planning.

Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, Hawaii, Kentucky, North Carolina, Nevada, Oregon, Tennessee and Washington.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

The Registered Representatives are with and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC

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