About Us
PLJ Advisors is a licensed financial advisory firm, staffed by a team of passionate advisors committed to educating and advising our clients on all financial matters. Our firm was built from the ground up to provide you with custom solutions to your financial needs. Our intelligent approach has earned us an outstanding reputation and strong client trust.
The mission of PLJ Advisors is to maximize your investment returns while minimizing your investment risk.
We provide you with an array of advisory services including retirement planning, investing, life insurance needs, long term care, and business protection.
Asset protection is our #1 goal. Our clients appreciate our conservative approach. We don't like losses and we know our clients dont either.
PLJ Advisors is a very personalized financial advisory firm, meaning that we believe in applying a personal approach to our clients.
It is not our service or client care that separates us from the competition. It is not our care and due diligence in our recommendations that separates us from the competition. We believe that these things are a given and should not even be mentioned. However, you will find that we are different from other financial advisory firms. Not only do we differentiate ourselves from others by the big and compicated matters, but also by the small touches. We care about the simple things such as getting a live person when you call and not outsourcing our call center as some of our competitors do.
Another thing that separates us from other financial advisory firms is our commitment to public education and outreach.
Click here to learn about PLJs Crystal Moradi and the educational projects that she has undertaken!
Parson Latimer and Judge Financial Insurance Solutions, California Department of Insurance License #0G97563
All brokerage accounts are held and maintained at our custodian TD Ameritrade Institutional. TD Ameritrade accounts offer all the services you expect from a brokerage account, including interest on credit balances.
TD Ameritrade Investors Money Management Account includes check writing and VISA™ options as well as a year-end summary that can make tax preparation easier. All accounts receive a single, concise, consolidated statement that shows activity, earnings and investment portfolio in an easy-to-read format. In addition, our clients can view their accounts online at any time in order to stay informed no matter where they are.
All brokerage accounts are held at TD Ameritrade. TD Ameritrade is a member of the securities Investor Protection Corporation (SIPC), Securities in your account protected up to $500,000. For details, please see www.sipc.org
TD Ameritrade also has up to an aggregate of $250 million of additional securities protection, of which $900,000 may be applied to cash. It is provided by London insurers, also limited to a combined return to any client from a Trustee, SIPC and London of $150 million. This coverage provides you protection against brokerage insolvency and does not protect against loss in market value of the securities.
