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Client Consolidated Statements and Reports

CLICK HERE to Log In and view a variety of Client Consolidated Statements, including transaction history, asset allocation and performance reports of your accounts through our office.  This link will automatically take you to: https://www.mainaccount.com/npc/Login.html.  There is no cost for this special service.

First time users or forgotten passwords, please contact us at 949-766-7808, toll free 800-350-1299, or email (nadine.lord@natplan.com) .

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Personal Investment Management

An independent and happy retirement doesn't just happen. For most of us, it takes a tremendous amount of planning and preparation - from the time you first enter the workforce. Retirement is not to be taken lightly. It's certainly well-deserved; after years of hard work, perhaps sacrifice, you've earned the right to enjoy yourself. You might be thinking about estate planning at this point in your life, and how to best live off the assets and principal you've accrued from your years of saving and investing. We can help guide you through this important and exciting time of life.

Improving your tax and financial position often takes expert guidance from a tax and investment professional.  Specializing in personal tax and investment management for the conservative investor, Nadine M. Lord and her staff are here to help you.  Nadine Lord, is located in Southern California and has been a firm believer of the financial planning concept since she opened her financial planning practice in 1983.  She is a Certified Financial Planner Practitioner™, Investment Advisor Representative and Registered Representative with National Planning Corporation.  Nadine is an independent life and disability insurance agent in the states of California (CA Life Insurance Lic # 0706223), Oregon (OR Life Insurance Lic # 737955), Nevada (NV Life Insurance Lic #46096), and Arizona (AZ Life Insurance Lic # 54598), as well as an Enrolled Agent, enrolled represent Taxpayers before the Internal Revenue Service(IRS EA #89416).

Nadine M Lord CFP®
Investment Advisor Representative
Registered Representative
 
National Planning Corporation
30021 Tomas Street, Suite 300, Rancho Santa Margarita CA 92688
 
Phone 949-766-7808
     Toll Free 800-350-1299
Fax 949-766-7809
 
  

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e-Document Suite

 Going Green with Pershing?

If you would like to receive your Pershing Trading Accounts Statements on line, National Planning Corporation is pleased to offer myedocumentsuite.com. This service provides you with the ability to go paperless and electronically receive your brokerage account statements and trade confirmations free of charge.  Simply contact us a call and we can get you on your way.

If you are already enrolled, just click here to view, save or print your Pershing Account Statements.  If you receive a "lock out" message, you can contact this office or our e-Document Support Desk toll free at 888-607-2658 (during business hours).
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About Nadine M. Lord

Nadine M. Lord holds the following licenses through National Planning Corporation, her broker/dealer:  Series 7, 24, 51, 63.  All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. 

 

Nadine M. Lord is a Registered Representative & Investment Adviser Representative, offering securities and investment advisory services through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser.  Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker/Dealer, agent or Investment Adviser Representative requirements.  In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker/Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion.
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Website Link Disclosure

Website Links - Please note that the information being provided is strictly as a courtesy. When you link to any of the web sites provided herewith, your internet provider will open a new internet window to access the link above. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technology, sites, information and programs made available through this site. By clicking on the link above you will assume total responsibility and risk for your use of the site you are linking to.
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