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Texas Investment & Retirement Associates

 (817) 681-8609

Texas Investment & Retirement Associates

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  3. Code of Ethics

Code of Ethics

Code of Ethics

 

All of our associates have agreed to follow a strict code of ethics:

  • I will never put my personal interests above that of my clients.
  • I will continue my education throughout my career, in order to help maintain proficiency in my work for the betterment of my clients.
  • I will always abide by both the spirit and the letter of the laws and regulations applicable to financial planning services.
  • I will render to my clients the same service that I would apply to myself in the same circumstance.
  • When fee based services are involved, I will charge a reasonable fee based on the time and expertise required.
  • I will promote a greater understanding of the economy and financial markets to my clients, in order for them to make more educated investment and financial decisions.
     

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Contact info

  •   6060 North Central Expressway, Suite 500, Dallas, Texas 75206
  •    (817) 681-8609
  • mark.durham@lpl.com 

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MI, MO, MS, NC, NM, NV, NY, OH, OK, TN, TX, VA, WA, WV

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