LPL Financial Affiliation

We are proud to be affiliated with LPL Financial, one of the leading financial services companies and the largest independent broker-dealer in the nation.*

For over four decades, LPL has served as an enabling partner – supporting financial advisors in their goal of protecting and growing their clients’ wealth. A primary 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 pursue their financial goals.

With headquarters on both coasts, LPL supports financial advisors by offering a robust mix of services and tools, including:

• Comprehensive clearing and compliance services
  
• Practice management programs and training
  
• Independent research and enabling technology

LPL knows that independent investment advice is critical to financial security. Since the firm has no products to sell, its advisors are able to provide sound advice and investment recommendations. The firm’s mission is clear: sound financial guidance is a fundamental need for everyone. LPL enables advisors to focus on what they do best – build long-term, personal relationships that become the foundation for turning their clients’ aspirations into financial realities.

Thousands of advisors across the nation rely on LPL to help them pursue their clients’ financial goals. The firm provides tools and resources that help advisors uncover their clients’ priorities and passions; develop and analyze financial plans that support their clients’ lives; and formulate recommendations that place their clients on a path to their goals.

For more information about LPL Financial, visit LPL.com.

* Based on total revenues, Financial Planning magazine, June 1996-2018.