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Financial Planning Association Member

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 firm is RBC Capital Markets, LLC, of the Royal Bank of Canada, which was just ranked #11 of the safest banks in the world by Global Finance (February 2011 issue). In addition, we also have complete access to Schwab and TD Ameritrade platforms, as well as their suite of products and services.
  • Our Headquarters is located in Falls Church, VA - in the Washington, DC metropolitan area. We currently have additional branches in Frisco, CO and Austin, TX.
  • We have a full service insurance department and are licensed with a multitude of insurance companies as well as variable and fixed annuity carriers.

If you would like to learn more about becoming a member of the LSM team, please contact:

Frank T. Shull IV
President
Lara, Shull & May LLC

7600 Leesburg Pike, Suite 120 East
Falls Church, VA 22043
Phone: (703) 827-2300
Toll Free: (800) 842-8834
Fax: (703) 827-2314
fshull@lsmfinancial.com

Texas:
Ryan P Joyce, CPA, CFP®
First Vice President, Branch Manager

Lara, Shull & May, LLC
1700 West 6th Street
Austin, TX 78703
direct (512) 351-7261
eFax 970-668-5701
RJoyce@LSMfinancial.com

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