Why Lara, Shull & May?
Since 1981, the partners of Lara, Shull & May have provided investment, tax and estate planning services to a wide variety of our nation's elite. As a member of Focus Financial Partners, our clients leverage the collective expertise of some of the most talented wealth managers practicing today.
AnnouncementsWe are redesigning this website. If you have any comments or suggestions regarding what you would like to see or have available please email information@lsmfinancial.com. We value our client's input!
RBC Account Tax Forms 1099 Available to download through RBC's InvestorConnect - go to online statements and then under “select document” select Tax Documents.
News & Events
Town Hall Seminars
Where's my money? LSM's clearing firm is RBC Capital Markets, owned by Royal Bank of Canada, recently rated one of the safest banks in the world by Global Finance 2011 Ranking. Royal Bank of Canada (No. 11). With more than 18 million customers, RBC operates in 56 countries and is the country's largest financial institution, with a market cap of $72.8 billion. Core Tier 1 capital for the bank is relatively high at 13.6 percent as of end of May 2011.
|
Your Practice - Why Join LSM?
Learn why, in turbulent times, successful advisors are choosing to join LSM.
Now Available!
The Retirement Success Solution
& Lessons I Learned
from the Past Bear Market
- by partner, E. Ronald Lara, CFP®
Click Here to Buy
|
