LPL Financial was founded with a pioneering vision: to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice.
Today, LPL provides an integrated platform of proprietary technology, brokerage, and investment advisory services to over 12,500 financial advisors as the nation’s largest independent broker/dealer,* making them a leading distributor of financial products in the United States. From their headquarters in Boston and bustling regional offices in Charlotte and San Diego, LPL supports over 4,000 financial advisors with customized clearing, advisory platform, and technology solutions.
Even as the firm has grown over the years, LPL Financial remains singularly focused on helping financial advisors to manage the complexity of their investment practices, so they can better serve their clients in achieving important financial goals. And, because they do not offer proprietary products, LPL Financial enables the independent financial advisors, banks, and credit unions with whom they partner to offer their clients truly objective, conflict-free advice. LPL’s open-architecture platform provides our customers with access to thousands of commission, fee-based, cash, and money market products manufactured by hundreds of third-party product sponsors. Read More about our partnership with LPL Financial.
* As reported in Financial Planning magazine 1996-2012, based on total revenues.
Office: (704) 940-0103
Toll-Free: (855) 822-4702