About LPL Financial

LPL

Mission City Investment Services partners with LPL Financial in an ongoing commitment to bring you the best financial products and services available today.

The nation’s largest independent broker/dealer*, LPL Financial will provide Mission City Investment Service Clientele with financial advice and planning in conjunction with products such as annuities, mutual funds, unit investment trusts and related investment opportunities. Most importantly, since LPL Financial is independent, they have no proprietary products to market and can provide unbiased, objective advice with your best interests in mind.

Through LPL Financial, our investment program is dedicated to providing you with:

  • Timely investment information
  • A full line of investment products and services
  • A confidential environment for conducting your investment activity

I encourage you to learn more about the wide range of products and services that LPL Financial can offer you by coming in for a quick visit with me. I am a registered financial consultant and available to assist you in the selection of investments most suited to your needs and goals.

*As reported by Financial Planning magazine, June 1996–2012, based on total revenue.

Mission City Investment Services

1395 Franklin Street
Santa Clara, CA 95050

P: (408) 244-5818 opt. 7

F: (408) 244-9390

cdavis@missioncityinvest.org