LPL Financial is one of the leading financial services companies and the largest
independent broker/dealer in the nation*. For more than four decades, the firm
has served as an enabling partner, supporting financial advisors in their goals
of protecting and growing their clients’ wealth. A chief objective of LPL
Financial is to reduce the complexity of running a financial services practice
so advisors can focus on what they do best – helping their clients attain their
financial goals and fulfilling their dreams.
With headquarters on both coasts, LPL Financial supports 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
The firm’s mission is clear:
We believe that objective financial guidance is a fundamental need for everyone. We
enable our customers to focus on what they do best—create personal,
long-term client relationships that are the foundation for turning life’s
aspirations into financial realities.
Thousands of financial advisors nationwide rely on LPL
Financial to help meet their clients’ financial needs. They do so by using the
firm’s tools and resources to help them discover their clients’ priorities,
dreams, and passions; analyze and develop financial plans that support every
stage of their clients’ lives; and make product recommendations that put clients
on the path to pursuing their goals.
*As reported in Financial Planning Magazine, 1996-2016, based on total revenue.
Visit the LPL Financial Website for more information.