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Rick Baird, PPC
Wealth Consultant
LPL Financial

Asset-Map platform is a diagnostic tool intended to review your current financial situation and suggest possible planning shortfalls that might be helpful. This analysis is based on information and assumptions provided by you (the client). As a point-in-time summary, this document is not subject to automatic updating. Additionally, changes to laws are frequent and in and of themselves may cause unforeseen results.


This data summarizes certain data you have provided to us. Accounts and/or assets marked with a * have not been offered, sold and/or serviced by LPL Financial, or their subsidiaries or affiliates (collectively, "RIA"). Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and LPL Financial makes no representations as to their value. This is not an official record of your assets or any account and/or contract, and it is provided for your convenience and information only. If there is a discrepancy between any of the information herein and the official records of your assets, accounts and/or contracts, the official records will take precedence. LPL Financial makes no representation that the data presented herein, or in any other statement, is accurate. Please verify this data and advise us of any inaccuracies. LPL Financial will not monitor or provide service regarding non-managed assets. Securities and Advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA & SIPC. 

 

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AZ, CA, FL, GA, NC, NM, NY, OK, PA, SC, TX, VA, and WA.


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