Why are successful advisors choosing to join LSM?

Lara, Shull & May, LLC is a full service broker/dealer, FINRA and SIPC Member, and registered investment advisor with the Securities and Exchange Commission, just like the large brokerage firms you're familiar with. BUT, the similarity ends there.

Our continued growth and recent upsurge can be attributed to a number of factors. The most important one is this:

As an independent financial advisory and member of Focus Financial Partners, we are confident in the solubility of our firm and our long-term position. This means we are able to focus on growing our practice and offering the best possible service to our clients.

WHAT APPEALS MOST TO OUR ADVISORS?

• Higher payouts
• Cutting edge technology platforms
• Independence

AND, MOST OF ALL:

• The flexibility to implement new ideas and strategies without corporate red tape. We strive to be innovative and improve - at LSM the producers are the source of feedback and new ideas.

IS LSM RIGHT FOR YOU?

• As an independent financial advisory firm, we are not confined to specific product offerings. Once the appropriate strategy is determined, we are able to explore a variety of options available in the marketplace and carefully select those best suited to our clients' individual needs.
• We are a proud member of Focus Financial Partners - an elite forum of the top 18 independent wealth management firms in the country.*
• Our firm operates in an entirely open-architecture environment with platforms that all of our brokers have easy access to, both in the office and remotely.
• Our primary clearing partner is RBC Capital Markets (Royal Bank of Canada) which was just named one of the 10th safest banks in the world by Global Finance (February 2009 issue). We also have complete access to Schwab and Fidelity's platforms, as well as their entire suite of products and services.
• Our main office is in Falls Church, VA. We maintain a second office in Frisco, Colorado, and have the flexibility to open other locations in Washington, DC and the surrounding area. We currently have a total of fifteen brokers/wealth managers between the two offices; five of the brokers are CFP's and one is a CPA.
• We have a full service insurance department and are licensed with a multitude of insurance companies as well as variable and fixed annuity carriers.