Our Broker/Dealer: LPL Financial
LPL Financial is the largest independent broker/dealer in the nation, as well as a leading financial services company.*
For more than five decades, LPL Financial has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of the firm is to reduce the complexity of running a financial services practice so advisors can focus on what they do best—help their clients work towards their financial goals and fulfilling their dreams.
LPL Financial understands that providing Americans with independent investment advice is critical to their financial security.
Because the firm has no proprietary products to sell, LPL Financial advisors can provide independent advice and investment recommendations.
LPL Services & Tools
With headquarters on both coasts, LPL Financial supports more than 19,000 financial advisors in helping their clients by offering a robust mix of services and tools such as:
- Enabling technology
- Comprehensive clearing and compliance services
- Practice management programs and training
- Independent research
For more information about LPL Financial, visit www.lpl.com.
* As reported in Financial Planning magazine 1996-2021, based on total revenues.