OUR STRATEGIC PARTNER

LPL Financial was formed in 1989 through the merger of two small brokerage firms, Linsco and Private Ledger, both established in 1968. By merging these two companies, the founders of LPL Financial sought to create a trusted alternative to Wall Street firms, one in which financial advisors could build highly competitive businesses while always doing what is right for their clients. Today, LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation* supporting approximately 17,000 financial professionals.

As they continue to grow and look to the future, LPL Financial is committed to remaining a trusted and unbiased resource for its advisors and their clients. People are living longer and facing more complex financial needs these days. As a result, investors are increasingly seeking to partner with advisors who offer unbiased guidance to help them face today’s financial planning challenges. These factors mean that providing our clients with independent investment advice has never been more important than it is today.

For more than four decades, the firm has served as an enabling partner, supporting financial advisors with their goals of protecting and growing their clients’ wealth. 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

LPL Financial understands the value in providing unbiased investment advice and because of this understanding; the firm offers no proprietary products. Thus, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations.

More than 13,000 financial advisors and approximately 500 financial institutions nationwide rely on LPL Financial to help meet their clients’ financial needs. For more information about LPL Financial, visit www.lpl.com.

* As reported in Financial Planning magazine 1996-2012, based on total revenues.