Understanding Your Upcoming Negative Consent Letter

David Pickler
Jun 10
2 min read

A Letter from David and Katie Pickler

Dear Valued Clients,

We wanted to make you aware of an important communication you will be receiving soon from Commonwealth Financial Network®. Depending on your delivery preferences, you may receive this communication either by email or through the mail.

The communication is known as a negative consent letter and is being provided as part of the regulatory process associated with our upcoming transition to LPL Financial.

No action is required on your part unless you have an objection.

Most importantly, this transition will not affect your relationship with the trusted advisors and team members you know at Pickler Wealth Advisors.

Because these types of communications often contain legal and regulatory language, we wanted to provide a brief explanation in advance. The letter is intended to inform you of the upcoming change and will not impact the services we provide.

Our commitment to serving you remains unchanged. We greatly appreciate the trust you place in us and look forward to continuing our relationship for many years to come.

We believe that trust is built through transparency, communication, and putting our clients' interests first. As we move through this transition, we are committed to keeping you informed and ensuring you have the clarity and support you deserve.

If you have any questions or concerns after receiving the letter, we encourage you to reach out to us, David and Katie Pickler, directly at the office (901.316.0160). It is our privilege to serve you, and we look forward to continuing to help you pursue your financial goals for years to come.

Warm regards,