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Custodians

Custodians- The Freedom To Choose

Your clients depend on you to provide quality investment advice that is timely, accurate and tailored to their needs. You require a partner who is as dedicated to your success as you are to your clients

The Freedom To Choose Your Custodian

Financial Advisors who work with TLWM have the freedom to decide where they want their clients' advisory assets to be held. Our advisors enjoy the benefit of choice. We have relationships with the following Custodians.

         

 

TD Ameritrade is not affiliated with Texas Legacy Wealth Management (TLWM) or LPL Financial

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TLWM CONTACT

  
Phone: 210 541 8600
Email: info@tlwmfinancial.com  

San Antonio

40 N.E. Loop 410, Ste. 644
San Antonio, TX 78216
 

Lubbock

7021 Kewanee Ave.
Lubbock, TX  79424
P: 806-696-3399

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through TLWM, a registered investment advisor. TLWM and TLWM Financial are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, FL, GA, KS, KY, LA, MA, MI, MN, MO, MS, NC, NJ, NM, NY, OK, TX, UT, VA, WA​, WV​.

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