A core value that we strive to deliver to our wealth holders is a long-lasting partnership. In order to fulfill that commitment to the best of our abilities, DVB needs to have its own set of partners. The below institutions have been carefully chosen by our firm based on a number of metrics that enable us to offer independent advice and guidance, a vast array of services and solutions, with state-of-the-art technology, in a cost-efficient manner.
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under the ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide can rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.
DVB can retain our independence by using LPL’s resources and tools, bound by our fiduciary duty to always act in your best interest.www.lpl.com
$1 Trillion
in Brokerage and Advisory Client Assets Serviced or Custodied
21,000+
Financial Professionals Serviced by LPL
1,100+
Financial Institutions Partner with LPL
#466
Ranked on the Fortune 500 List in 2021
#9
Barron’s Top RIA Firm
$25 Billion
Advisory Assets Under Management
750+
Independent Advisors Nationwide
Including advisors and assets of the Private Advisor Group RIA and the associated Office of Supervisory Jurisdiction within LPL Financial. As of December 31, 2022
The Private Trust Company, N.A. (PTC) is a wholly owned indirect subsidiary of LPL Financial, the nation’s largest independent broker dealer. * Acquired by LPL in February 2003, PTC manages trusts and family assets for the high-net-worth clients of LPL’s registered advisors. PTC is licensed in all 50 states under its 1995 national banking charter. PTC serves in a variety of capacities: as trustee, agent for family member trustees, successor to grantor trustees, and trustees of foundations and charitable trusts. Regulated and examined by the Office of the Comptroller of the Currency, a division of the U.S. Treasury Department, PTC is a member of the Federal Reserve Bank, and is audited by Deloitte & Touche LLP. Accounts at PTC are insured by Great American Insurance Company through a fiduciary bond of up to $15 million per occurrence. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
To learn more about The Private Trust Company, N.A., please visit www.theprivatetrustcompany.com
97%
Rate of Long-Term Client Retention
50
Number of States We Provide Trust Services
$130 Billion
Servicing Fiduciary Assets
