Today, LPL Financial is one of the nation's leading diversified financial services
companies and the largest independent broker/dealer supporting more than
11,000 financial advisors nationwide.* LPL Financial is a national independent
brokerage firm with corporate headquarters in Boston, San Diego and Charlotte
and offices in other field locations across the country.
LPL Financial & The Philadelphia Group—focused on your goals
At The Philadelphia Group, we understand the important role we can play in managing your total financial life. That’s why we chose LPL Financial as our broker/dealer. LPL Financial provides access to their vast resources including independent research, state–of–the art technology, innovative investment tools, and the exceptional support that allows us to devote our full attention to your needs and objectives.
Expect the very best
Whether you're just starting out or preparing for retirement, you can expect:
- Your needs come first — The Philadelphia Group will engage with you in an ongoing conversation about your needs, goals, and objectives, to create the financial plan that’s right for you.
- Objective guidance and advice — With access to leading independent research, The Philadelphia Group can help you make informed, objective decisions.
- Investment choice and flexibility — LPL Financial does not offer any proprietary products so The Philadelphia Group can help you choose unbiased investment strategies from many of the nation’s leading investment managers.
- Convenient account access — You can manage your account online anytime, day or night, from the convenience of your own home or office. In addition, easy–to–read account statements keep you informed of all account activity and performance.
Whatever your goals for the future may be, when you work with The Philadelphia Group backed by the resources of LPL Financial, your needs always come first.
LPL Financial helps us manage the complexities of running our organization by providing us with access to:
- Leading–edge tools and technology
- Independent investment research
- Dedicated service and training
- Open product architecture offering investment solutions
This allows us to focus on providing investment advice to help our clients work toward important life and financial goals.
As a diversified financial services company, LPL Financial serves three distinct customer groups. Independent Advisor Services meets the needs of advisors at every stage of their careers. Institution Services focuses on the needs of banks and credit unions. Custom Clearing Services works with leading financial services companies.
Being 100% committed to the success of the financial professionals we serve is what has helped LPL Financial become one of the leading diversified financial services organizations in the country.
LPL FINANCIAL HISTORY
LPL Financial was formed in 1989 through the merger of two small but successful brokerage firms, Linsco (established in 1968) and Private Ledger (founded in 1973). By merging these two companies, the founders of LPL Financial sought to create a formidable alternative to Wall Street firms, one where financial advisors could build highly competitive businesses while always doing what was right for their clients. Today, we are the largest independent broker/dealer in the country.* Our success has been driven by a commitment to enable our customers to reduce the complexity of running and managing a successful business.
In 2005, LPL Financial sold a 60% ownership stake to two private equity partners, Hellman & Friedman LLC and Texas Pacific Group. LPL Financial and our equity partners are strongly committed to maintaining the independence of the firm, with a shared vision of our future success.
* As reported in Financial Planning magazine 1996–2009 based on total revenues.