• Bobby.Peters@lpl.com
  • +1(901)680-0099
Trulytics Financial Corp Trulytics Financial Corp
  • Home
  • About Us
    • New Application
    • New Biz Application
    • 401k
    • Cash Portfolio
    • Cash Portfolio Highlights
    • Calculators
      • The Value of Compound Investing
      • Self-Employed - How much should I save?
      • Taxable vs Tax-Deferred Savings
      • What will my Loan Payments be?
      • What's the value of my Business?
      • Business Startup Costs?
      • Mortgage Calculator
      • How much home can I afford?
    • GWP
    • Open Account
    • Terms of Service
    • Privacy Policy
    • Conviction Return Chart
  • Courses
    • Personal Finance
    • Investments & Legacy
    • Video Navigation
  • Community
  • Start Plan
    • Log In
    • Start Plan
    • Onboarding Instructions
  • Guided Wealth Portfolios
    • Sign In
    • More Info GWP
Cash Portfolio

CASH PORTFOLIO SEEKS 1.8% YIELD - FULLY LIQUID

GUIDED WEALTH
PORTFOLIOS

FINANCIAL PLANNING PLATFORM

Dear Financial Stewards,
It is exciting to serve as a Chief Investment Officer in this area. My #1 role is to develop custom, equity portfolios with stocks and sector funds. I truly enjoy working with my clients who are business owners, banks, credit unions and families.

Our mission is to enable every investor to reach the entirety of their financial goals. Our clients are advised in an atmosphere of trust and simplicity which allows us to focus on helping them build and preserve their assets.

Clients are provided with our transparent software which enables them to see their total financial picture. They have the ability to freely produce reports (Statement of Assets/Liabilities, Cash Flow, and more) in the efforts of communicating with other family members, attorneys, tax advisors and more. Investing in stock and mutual funds involves risk including loss of principle.

Securities offered through LPL Financial, member FINRA | SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Trulytics Financial Corp. are separate entities from LPL Financial.

The LPL representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, CO, GA, IL, MN, MS, NC, PA, SC, TN.

Log in
Login
Register
Login With Facebook

5885 RIDGEWAY CENTER PKWY
MEMPHIS, TN 38120

Contact : (901) 680-0099

ALorem ipsum dolor sit amet, consectetur adipiscing elit. Sed vel lorem mollis, posuere orci ac, sollicitudin ex. Suspendisse id tempus ligula. Donec at ornare lectus. Sed quis mattis augue.

Advisor: Bobby Peters

ALorem ipsum dolor sit amet, consectetur adipiscing elit. Sed vel lorem mollis, posuere orci ac, sollicitudin ex. Suspendisse id tempus ligula. Donec at ornare lectus. Sed quis mattis augue.

Bobby.Peters@lpl.com

ALorem ipsum dolor sit amet, consectetur adipiscing elit. Sed vel lorem mollis, posuere orci ac, sollicitudin ex. Suspendisse id tempus ligula. Donec at ornare lectus. Sed quis mattis augue.

Follow us
on facebook
Follow us
on LinkedIn
Go to top