Q4 2024 Plan Participant Newsletter

Contact

Office: (858) 256-7020

Office: (760) 723-1151

Office: (619) 291-2102

Fax: (760) 723-8672

16870 W. Bernardo Drive

Suite 330

San Diego, CA 92127

info@nwadvisors.net

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Michael Lerner, Steven Lerner & Jayne Byrne are Registered Representatives with, and securitis and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC.

LPL Financial is under separate ownership from any other named entity.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.