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Experience - Focus - Integrity

Why LPL Financial

Why LPL Financial

LPL Financial was established to provide advisors the means to offer truly independent financial guidance and advice. With no proprietary products and no incentives to sell, we can integrate a broad array of investment opportunities into the right strategy for each client.

The LPL Financial Research Team is committed to being a responsive and relevant resource, offering superior service, insight and analysis. Their reports help us stay up to date with changes in both domestic markets and the global economy.

Resources & Technology
As the country’s largest independent broker/dealer*, LPL Financial provides Advisors with access to expertise in every area of financial services. From Trusts to insurance strategies to employer-sponsored retirement plans, we have the resources to address your needs. With complete on-line account access and mobile apps, LPL Technology keeps your information within reach.

With some of the most stringent guidelines in the industry, LPL Financial provides the support and supervision today’s Advisors need to keep up with a rapidly changing regulatory environment. Key benefits of oversight are increased client security and privacy, as well as the confidence that your Advisor has met every standard of his profession.

* As reported by Financial Planning, June 1996-2014, based on total revenue.

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