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WashingtonMetropolitanAreaTransitAuthorityBoardAction/InformationSummary ActionInformationMEADNumber: 201799Resolution: Yes Title: ProposedRevisionstoBoardGovernanceDocuments PRESENTATIONSUMMARY: StrategicAdvisor\'srecommendedrevisionstoBoardBylawsandCodeofEthics,
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LPL Strategic Wealth Services is a division within the LPL Financial company that provides support and resources to financial advisors.
Financial advisors who are affiliated with LPL Financial may be required to file LPL Strategic Wealth Services forms.
Financial advisors must carefully review and complete the required forms provided by LPL Strategic Wealth Services.
The purpose of LPL Strategic Wealth Services forms is to gather important information about the financial advisors and their clients for compliance and regulatory purposes.
Information such as client accounts, financial transactions, and personal information may need to be reported on LPL Strategic Wealth Services forms.
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