Understanding Today's Financial Environment
The firm was originally founded in 1988 as Kamlet & Company to provide Financial Planning and Tax Accounting to individuals and businesses. D. Kamlet & Company, Inc. was formed as a corporation in 1994. Mr. David Kamlet, CFS, CMFC, RFC, RFP, the firm's Founder and President, is licensed as a Registered Representative through LPL Financial and registered for securities in California, Colorado, Delaware, Florida, Maryland, New Jersey, New York, North Carolina, South Carolina, Washington State, Washington, D.C.
The primary service of D. Kamlet & Company, Inc. is to provide tax accounting, financial planning and investment advice. Implementation of its investment recommendations is done through LPL Financial LLC., a member of the Financial Industry Regulatory Authority (FINRA), and the Securities Investors Protection Corporation (SIPC). The representative of D. Kamlet & Company, Inc., David Kamlet, is also a registered representative of LPL Financial LLC.
Your Financial Future
D. Kamlet & Company, Inc. does not take any of its client's invested funds for deposit into its own account. All investors' funds are immediately sent either to the companies sponsoring the particular investment that the client has chosen or to LPL Financial LLC. Brokerage accounts are carried by LPL Financial LLC., Member NYSE/SIPC.
D. Kamlet & Company, Inc. hereby discloses that LPL Financial LLC., Inc. is not in any way affiliated with my company. All investments selected and made to clients are screened by David Kamlet as a registered representative of LPL Financial LLC., to try to ascertain that the investment meets the client's goals and investment objectives.
All clients must receive a copy of the current prospectus, if applicable, on the investment they select. As a registered representative of LPL Financial LLC., I am obligated to you as my client to make sure that I am always striving to do what is most beneficial for you and to the Suitability Standard.