About LPL Financial
A Leading Source of Unbiased Financial Advice
LPL Financial is a leading source of objective advice for accumulating and managing personal wealth. 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), and is the number one independent broker/dealer in the country (based on total revenues, as reported in Financial Planning magazine, June 1996-2009).
Since its inception, LPL Financial has stood at the forefront of this growing market as the leading independent firm in the industry. Independence at LPL Financial offers freedom of product choice, quality service, regulatory expertise, and superior technological capabilities. The one and only focus of LPL Financial is providing advisors who work with LPL Financial with the tools, training, and support they need to offer professional advice to their clients.
Your Advisor is a Seasoned, Autonomous Professional
Advisors who work with LPL Financial must have the experience and dedication necessary to build a successful and self-directed practice. This autonomy allows them to concentrate their efforts on the aspects of financial services where they are strongest and can be of the greatest help to you, the client.
Your Needs Come First
LPL Financial offers no investment products of its own, so advisors who work with LPL Financial can devote their time and energies not to product quotas and sales goals, but to understanding your individual financial objectives. To help them meet your needs with suitable options, LPL Financial provides access to thousands of individual securities and forms alliances with the nation’s leading providers of investment and insurance products.
We invite you to learn more about the financial strength of LPL Financial – please refer to The Strength of Partnership (brochure).
We invite you to learn more about LPL Financial – please watch the video below: