Brochures & Documentation
LaraDorbecker Securities Corporation
The Wealth Preservation Firm for The Americas
Securities are offered through Private Portfolio LLC., Correspondent of Pershing LLC. Member FINRA, NYSE, SIPC, a BNY Mellon Corporation
Texas General Lines Insurance Agency
2023 Celebrating our 22th Anniversary!
NetXInvestor Overview Brochure - Investor Version
A Guide to Understanding Your Brokerage Account Statement
Cornerstone Application Spanish
Private Portfolio LLC.
Customer Identification Program CIP
In accordance with the U.S. Patriot Act, all financial institutions are required by law to obtain the following information for each individual or entity opening any new account:
- Legal Name
- Address of Permanent Residence or Principal Place of Business
- Social Security Number or Taxpayer Identification Number
- Foreign Passport (valid)
- Date of Birth (for individuals)
We will request a copy of your US driver's license or other identification documents, such as a Passport for each account holder.