ATS stands for Advanced Trustee Strategies. ATS Financial Services is dedicated to helping people to learn about and implement advanced strategies to most effectively manage and pass on their wealth. We are committed to education and offer a wide range of seminars, workshops and presentations including our signature workshop "The Seven Biggest Mistakes Trustees Often Make". ATS works as a team with estate planning attorneys and accountants to develop the most appropriate strategies for individuals and families.
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ATS Financial Consultants are affiliated with LPL Financial, the nation's largest, independent Broker Dealer, based on total revenues, as reported in the Financial Planning Magazine, June 1996-2009, with headquarters in Boston and San Diego Our independence means that we are able to access unbiased research and offer unbiased advice and access to a universe of investment products and services. We do not manufacture or sell any proprietary products or investments. ATS has offices in San Diego, Orange County and the San Francisco Bay area and works with clients throughout the country.
About LPL Financial
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best-help their clients attain their financial goals and fulfill their dreams.
With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations.
Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs. They do so by using the firm's tools and resources that help them discover their clients' priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients' lives; and make product recommendations that put clients on the path to pursuing their goals.
* As reported in Financial Planning magazine 1996-2010, based on total revenues.