L e t t s F i n a n c i a l
S e r v i c e s

L e t t s F i n a n c i a l S e r v i c e sL e t t s F i n a n c i a l S e r v i c e sL e t t s F i n a n c i a l S e r v i c e s

(334) 329-5145

(334) 329-5145

L e t t s F i n a n c i a l
S e r v i c e s

L e t t s F i n a n c i a l S e r v i c e sL e t t s F i n a n c i a l S e r v i c e sL e t t s F i n a n c i a l S e r v i c e s

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The Advisory Experience

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What does a licensed, fiduciary advisor do?

  • Simple Transactions
  • Advice on key life goals
  • Comprehensive planning

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the services we provide as fiduciary financial advisors

Simple Financial Transactions

Simple Financial Transactions

Simple Financial Transactions


  • Move my 401k/403b and not create a taxable event
  • Establish a brokerage account to deposit excess cash
  • I'm new to the area and want to interview financial professionals
  • Just talk

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Get Advice on Key Life Goals

Simple Financial Transactions

Simple Financial Transactions

  • I have kids going to college
  • I want to earn more than my bank is giving in interest
  • My spouse just died/divorced me
  • i need to reduce/mitigate/or eliminate taxes incurred when I sell a property or my business
  • I need a will or trust

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Comprehensive Advice

Simple Financial Transactions

Comprehensive Advice

  • Advice on ALL financial and wealth management needs 
  • Having an intimate understanding of your life, your values, goals, aspirations, and risk.

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Check the background of your financial professional on FINRA

JOHN C LETTS

https://brokercheck.finra.org/

About Us

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Cambridge Investment Research Advisors, Inc. Form CRS
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Cambridge Investment Research, Inc. Form CRS

About Us

Introduction to John Letts, Financial Advisor and the firm Cambridge Investment Research Advisors, I.

The opinions and content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Views expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.


Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA & SIPC. Cambridge is not affiliated with Letts Financial Services. This communication is strictly intended for individuals residing in the following states: AL, AZ, IL, IN, GA, TX, WI, MO

Cambridge’s Form CRS (Customer Relationship Summary)

Contact Us

Letts Financial Services

3450 Lakeshore Dr, Opelika, Alabama 36804, United States

(334) 329-5145

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Open today

09:00 am – 05:00 pm

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