Tri-Focus Wealth Management Group Inc. who are associated with LPL Financial, is the broker for the California Lions Foundation. The office is located at 1025 Calimesa Blvd., Suite 4, Calimesa, CA 92320-1146. Please have your broker contact Anthony Phillips or William Gray or their office manager Vickie who will take care of the transaction. Their phone number is 909 795-0526, email is firstname.lastname@example.org and their website is www.trifocuswealth.com.
Essentially you provide directions to your broker who will contact LPL Financial to effect the stock transfer. For 2017 tax purposes, Tri-Focus must receive the transfer by next December 28, 2017 to book it this year for donation purposes. CLF has given them instructions to immediately sell all stock and place it in a capital preservation money market account.
LPL Financial is SIPC insured.