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   Teri Bolling

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Services We Provide, Institutional Partner

Our Institutional Partner: Objectivity and independent thinking is the hallmark of advice from Camas Financial Services. We are not "captive agents," nor do we represent any particular company's products, nor are we bound to a short list of "preferred funds" or other products. We are affiliated with LPL Financial, which allows us access to investments without conflicts of interest. And like us, LPL believes that clients are best served by unbiased advisors.

Of all the options of broker/dealers available to us, we chose LPL because they provide us maximum support and flexibility as well as state-of-the-art research services and technology giving us what we need to focus on our clients' lives.

We believe that independence is what gives Camas Financial Services the ability to serve our clients better. Our clients' success is our success because we work for them, not for an institution.

For more information about LPL including important disclosures and financial information visit the LPL website at LPL is a member of The Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. (Privacy)
The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, FL, ID, MT, OR, and WA.
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