Mutual Funds - LPL Financial | Investment & Wealth ...

[Pages:4]Mutual Funds

Firm 1 AIM 2 Alger 3 Alliance Bernstein 4 Allianz Global Investors 5 Alpine 6 American Funds 7 Blackrock 8 Calamos 9 Calvert 10 Columbia 11 Delaware 12 Dreyfus 13 DWS Scudder 14 Eaton Vance 15 Evergreen 16 Federated 17 Fidelity 18 First American Funds 19 First Eagle 20 First Pacific Advisors 21 Franklin Templeton 22 Gabelli 23 Goldman Sachs 24 Hartford 25 ING 26 Ivy 27 Janus 28 John Hancock 29 JP Morgan 30 Julius Baer/Artio Global 31 Kensington 32 Lord Abbett 33 Mainstay 34 MFS 35 Natixis 36 Nuveen 37 Oppenheimer 38 Optimum Funds 39 Phoenix/Virtus Funds 40 Pioneer 41 Principal Investors 42 Prudential 43 Putnam 44 Rydex 45 Sentinel 46 Thornburg 47 Transamerica 48 Van Eck 49 Van Kampen 50 Wells Fargo

Phone Number (800)959-4246 (800)992-3863 (800)221-5672 (800)426-0107 (888)785-5578 (800)421-0180 (800)441-7762 (800)582-6959 (800)368-2745 (800)345-6611 (800)523-1918 (800)645-6561 (800)621-5027 (800)262-1122 (800)343-2898 (800)245-5051 (800)522-7297 (800)754-7221 (800)334-2143 (800)638-3060 (800)632-2301 (800)422-3554 (800)526-7384 (888)843-7824 (800)334-3444 (888)923-3355 (800)525-3713 (800)225-5291 (800)338-4345 (800)387-6977 (888)312-4100 (800)821-5129 (800)624-6782 (800)343-2829 (800)225-5478 (800)257-8787 (800)525-7040 (800)523-1918 (800)243-1574 (800)225-6292 (800)222-5852 (800)225-1852 (800)225-1581 (800)820-0888 (800)282-3863 (800)847-0200 (888)233-4339 (800)826-1223 (800)847-2424 (800)222-8222

For Direct Business, Make Check Payable to: Invesco AIM The Alger Funds AllianceBernstein Funds Allianz Global Investors Alpine Funds American Funds Blackrock Funds Calamos Family of Funds Calvert Investments Columbia Management Delaware Investments Dreyfus Family of funds DWS Investments PNC Global Investment Services Evergreen Investments The Federated Funds Fidelity Investments Please contact sponsor directly for more information First Eagle Funds First Pacific Advisors Franklin Templeton Investments Gabelli Funds Goldman Sachs The Hartford Mutual Funds ING Investment Management Co. Ivy Funds Distributor Inc. Janus John Hancock Signature Services J.P. Morgan Funds Artio Global Investors Forward Funds Lord Abbett Funds Mainstay Funds MFS Service Center Natixis Funds Please contact sponsor directly for more information OppenheimerFunds Delaware Investments Virtus Funds PIMSS Principal Funds Prudential Mutual Funds Putnam Investor Services. Rydex Investments Sentinel Investments Please contact sponsor directly for more information Transamerica Fund Services, Inc. Van Eck Global Van Kampen Investments Wells Fargo Advantage Funds

The information for these firms is provided for informational purposes only and should not be considered investment advice or an offer for these or any particular security or securities and may not be relied on as an indication of trading intent.

Fixed Annuity

Firm 1 Allianz 2 Allstate 3 American National 4 Hartford 5 ING 6 Integrity 7 Jackson National 8 John Hancock 9 Lincoln 10 Metlife 11 Nationwide 12 New York Life 13 Ohio National 14 Pacific Life 15 Penn Mutual 16 Principal 17 Protective 18 Standard 19 Sunlife 20 Symetra 21 Transamerica 22 Western National 23 Western Southern

Phone Number (800)624-0197 (800)755-5275 (800)252-9546 (800)862-6668 (800)369-5303 (800)325-8583 (800)565-8797 (800)344-1029 (800)942-5500 (800)848-3854 (800)848-6331 (800)762-6212 (888)925-6446 (800)722-2333 (800)523-0650 (800)852-4450 (800)628-6390 (800)247-6888 (800)752-7218 (800)796-3872 (800)525-6205 (800)424-4990 (800)926-1702

For Direct Business, Make Check Payable to: Allianz Life or Allianz Life of New York Allstate Life Insurance Company American National Insurance Company Hartford Life Insurance Company ING USA Annuity & Life Ins. Co Integrity Life Jackson National Life John Hancock Life Insurance Company (U.S.A.) Lincoln Financial Group Please contact sponsor directly for more information Nationwide Insurance New York Life Ohio National Please contact sponsor directly for more information Penn Mutual Life Insurance Company The Principal Life Insurance Company FBO clients name Please contact sponsor directly for more information The Standard Sun Life Financial Symetra Financial Please contact sponsor directly for more information Please contact sponsor directly for more information Western & Southern Life

The information for these firms is provided for informational purposes only and should not be considered investment advice or an offer for these or any particular security or securities and may not be relied on as an indication of trading intent.

Alternative Investments

Firm 1 Altegris 2 Atlas America 3 Behringer Harvard 4 Central Park Group 5 CNL 6 Cole Capital 7 Credit Suisse 8 Dearborn 9 Dividend 10 DWS 11 Frontier 12 Grubb & Ellis 13 Hatteras 14 Hines 15 HSBC 16 Inland 17 JP Morgan 18 KBS 19 Leaf Financial 20 Millburn 21 Resource Real Estate 22 Ridgwood 23 Steben 24 Wells 25 WP Carey

Phone Number (888)351-8485 (800)251-0171 (866)655-3650 (212)317-9200 (866)650-0650 (866)907-2653 (888)537-4898 (866)242-4055 (866)324-7348 (800)537-1004 (877)837-0600 (800)877-9066 (866)388-6292 (888)220-6121 (877)472-2999 (800)826-8228 (800)576-3529 (866)KBS-4CMG (866)323-0241 (800)726-3400 (215)231-7050 (800)942-5550 (800)726-3400 (800)557-4830 (800)972-2739

For Direct Business, Make Check Payable to: Please contact sponsor directly for more information Please contact sponsor directly for more information Please contact sponsor directly for more information Please contact sponsor directly for more information Please contact sponsor directly for more information Please contact sponsor directly for more information Please contact sponsor directly for more information Please contact sponsor directly for more information Please contact sponsor directly for more information Please contact sponsor directly for more information Please contact sponsor directly for more information Please contact sponsor directly for more information Please contact sponsor directly for more information Please contact sponsor directly for more information Please contact sponsor directly for more information Please contact sponsor directly for more information Please contact sponsor directly for more information Please contact sponsor directly for more information Please contact sponsor directly for more information Please contact sponsor directly for more information Please contact sponsor directly for more information Please contact sponsor directly for more information Please contact sponsor directly for more information Please contact sponsor directly for more information Please contact sponsor directly for more information

The information for these firms is provided for informational purposes only and should not be considered investment advice or an offer for these or any particular security or securities and may not be relied on as an indication of trading intent.

Variable Annuity

Firm 1 Allianz Life 2 AXA 3 Guardian 4 Hartford 5 ING 6 Jackson National 7 John Hancock 8 Lincoln Financial 9 Metlife 10 Nationwide 11 New York Life 12 Ohio National 13 Pacific Life 14 Protective 15 Prudential 16 Sunamerica 17 Sunlife 18 Transamerica

Phone Number (800)624-0197 (800)789-7771 (800)221-3253 (800)862-6668 (800)366-0066 (800)565-8797 (800)344-1029 (800)868-2583 (800) 848-3854 (800)848-6331 (800)762-6212 (888)925-6446 (800)722-2333 (800)628-6390 (800)752-6342 (800)445-7862 (800)752-7218 (800)525-6205

For Direct Business, Make Check Payable to: Allianz Life or Allianz Life of New York AXA Equitable Guardian Insurance and Annuity Company Hartford Life Insurance Company ING USA Annuity and Life Insurance Company. Jackson National Life John Hancock Life Insurance Company (U.S.A.) Lincoln Financial Group Please contact sponsor directly for more information Nationwide Insurance New York Life Ohio National Please contact sponsor directly for more information Please contact sponsor directly for more information Prudential Annuities SunAmerica Annuity Life Assurance Sun Life Financial Please contact sponsor directly for more information

The information for these firms is provided for informational purposes only and should not be considered investment advice or an offer for these or any particular security or securities and may not be relied on as an indication of trading intent.

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