Resources

LPL Financial was formed in 1989 through the merger of two small but successful brokerage firms, Linsco (established in 1968) and Private Ledger (founded in 1973). Today, LPL is America's No. 1 independent brokerage firm* - with more than 16,000 financial advisors, based in more than 7,000 branch offices nationwide.

• #1 independent broker/dealer in the country*
• $3.1 billion in revenue**
• Over 16,000 affiliated financial advisors nationwide
• Over 7,000 branch offices 
• Service to over 776 financial institutions
• Over 2,600 staff with headquarters in San Diego, Boston, and Charlotte
• $330.1 billion in brokerage and advisory assets***
• Fourth largest broker/dealer in U.S. by number of advisors****

Insurance
UDB Insurance – www.udbinsurance.com

Mutual Funds
American Funds – www.americanfunds.com
Franklin Templeton Funds – www.franklintempleton.com
Hartford Funds – www.thehartford.com
John Hancock Funds – www.jhfunds.com
Optimum Portfolios – www.optimum.com
Stadion Funds – www.stadionfunds.com

Annuities/Life Insurance
 Sun America – www.sunamerica.com
Hartford – www.hartfordinvestors.com
Lincoln – www.lfg.com
Jackson National – www.jackson.com
John Hancock Annuities – www.jhannuities.com

Retirement Plan Administration
Werntz & Associates – www.werntz.com
ARS Retirement Corporation- 800.256.4829

Real Estate Investments
Dividend Capital Real Estate Investment Trust – www.dividendcapital.com
Hines Real Estate Investment Trust – www.hinesreit.com
Inland Real Estate Investment Trust – www.inland-western.com
Wells Real Estate Investment Trust – www.wellsref.com
Cole Real Estate Investment Trust – www.colecapital.com
Healthcare Trust of America – www.htareit.com
Behringer Harvard Real Estate Investment Trust – www.behringerharvard.com

Research
Big Charts – www.bigcharts.com
Morning Star – www.morningstar.com
New York Stock Exchange – www.nyse.com
S&P (Standard & Poors) – www.standardandpoors.com

Outside Resources:

Attorneys
Gold Law Firm – www.goldweems.com/

CPAs
Susan Belgard, CPA – 318.473.2637
Hebert & Carbo CPA'S – 318.473.0074
Knight Masden – www.knightmasden.com/
Julie Ozsoy, CPA - 337.462.0522

Live Your Life
Big Sky – www.montana.com/
Goose Cross Winery – www.goosecross.com/
Louisiana Life Magazine – www.louisianalife.com/
LSU Sports – www.lsusports.net/

Technology
Kinetix Broadband– www.kbisp.com

Media
Fort Polk Guardian – www.jrtc-polk.army.mil/news
KALB – www.kalb.com/
KJAE – www.kjae935.com/
KVVP – www.kvvp.com/
Leesville Daily Leader – www.leesvilledailyleader.com/
The Town Talk – www.thetowntalk.com/
USA Today – www.usatoday.com/

** As of December 31, 2011.

*** As of 3/31/2011.

**** Based on publicly disclosed information and announced mergers as of March 31, 2011.