KWB & Associates, Inc. Wealth Managers Group, call toll-free (800) 478-8934, or local (909) 307-8220
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Investment Solutions

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If you’re looking for a card better suited to your individual needs, you might consider those offered through Linsco/Private Ledger:

Platinum Plus MasterCard
Platinum Plus for Business MasterCard
LPL Rewards Platinum American Express Card
LPL Rewards American Express Card
Some of the cards’ features include:
•
Low annual interest rate
•
A no-fee annual travel and merchandise reward program - earn points with every retail purchase - no cap
•
Around the clock dedicated customer suppport
•
Secure on line account access
•
On line bill payment options
•
Annual summary of purchases

Contact one of our KWB Wealth Managers to learn more about how to benefit from the cards offered through Linsco/Private Ledger.*

*Payment of monthly balances on time and in full minimizes the risk of incurring interest expenses and helps ensure continuance of healthy credit scores, which enhances eligibility for loans, financing options and more. Please remember: responsible credit card use is essential to establishing and maintaining financial security.


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Securities and Insurance Products offered through LPL Financial and it's affiliates, Member FINRA/SIPC
Insurance products offered through Private Ledger Insurance Services of California, Inc.

Not FDIC Insured
No Bank Guarantee
May Lose Value
Not a Deposit
Not Insured by any Federal Government Agency

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.
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