Dictor Martin - Your Personal CFO
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Professional Alliances

LPL Financial
The financial professionals of Dictor | Martin are proud to have a strong working relationship with LPL Financial, its broker-dealer, which allows the staff who are registered representatives to offer the widest range of financial products and services available in the industry to our clients. LPL is the nation's leading independent brokerage firm without proprietary investment products. Therefore, we are under no obligation to sell certain investments or produce transactions for LPL.

A full-service, national independent brokerage firm with corporate headquarters in Boston and San Diego, LPL has been in business for over 35 years, providing a wide variety of service to its 10,000+ advisor network, including trading and operations, product and market research, accounting, marketing, compliance and advisor services. LPL is a member of the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection Corporation (SIPC), and a registered investment advisor.

Private Trust Company (PTC)
Private Trust Company (PTC), a wholly owned subsidiary of LPL, manages trusts and family assets for high-net-worth clients and is licensed in all 50 states under its 1995 national banking charter. PTC does not engage in any lending or deposit-taking, specializing solely in providing fiduciary services for (currently) over $20 billion in assets. Some of the comprehensive trust services PTC provides include: custody of trust assets; asset management in accordance with trust agreement guidelines, investment policies and fiduciary standards; and administration, to include trust accounting and related tax services.

LPL Financial