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Fixed Income

As more Americans near or reach retirement fixed income strategies become increasingly important to helping preserve the wealth they have built. Clients and prospects look to you to develop portfolio strategies to help them meet important goals for living the life they want throughout their years in retirement.

The LPL Financial retail Fixed Income Sales and Trading team is your personal resource for making fixed income a successful part of your practice. Our experienced team of fixed income professionals helps you develop the best strategies for your clients, regardless of your level of experience or comfort with fixed income products. Your on-call team of fixed income specialists are ready and willing to help by participating in a conference call with you and your client to explore possible fixed income solutions, by offering timely ideas on bonds and other fixed income securities, or news and education on the fixed income markets.

We work hard to be your go-to resource for fixed income solutions, ready and able to handle the tough questions and recommend appropriate solutions. We replace guesswork with sound research and advice as we work collaboratively with you to tailor individual fixed income strategies for each of your clients.

Fixed Income Products and Services
We offer a full range of competitively priced taxable and tax-exempt fixed income products, including:

  • U.S. Treasuries
  • Government agency securities
  • Mortgage-backed securities
  • Municipal bonds
  • Corporate bonds
  • Equity and index-linked investments

In addition, we provide the following services:

  • Institutional sales and trading specialists
  • Complimentary fixed income portfolio review
  • Customer ladder construction
  • Bond market color and economic commentary
  • Educational conference calls
  • Daily sales ideas emails
  • Individual support from experienced professionals