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Account Protection

Our office is built on a solid foundation of excellent client service.

Account Protection

The LPL Financial SIPC membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash. For an explanatory brochure, visit www.sipc.org. Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575,000,000 subject to conditions and limitations. The account protection applies when an SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.

One of our primary goals is to develop a long-term, trusting relationship with you.

Why Dawes Wealth Management

Why Dawes Wealth Management

Years of experience have prepared us to guide you through your life transitions.

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Client Bill of Rights

Client Bill of Rights

Quality service, trusted advisor and recommendations based on your goals. 

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Schedule An Appointment

Schedule An Appointment

Book a phone meeting or in person conference and let us help you take the next step.

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