At LPL Financial, we understand the important role a financial advisor can play in managing your total financial life. That’s why we provide our financial advisors with the tools they need to help you meet your goals. When you choose an advisor supported by the vast resources of LPL Financial, you can be confident that your advisor will have access to independent research, state-of-the art technology, innovative investment tools, and the exceptional support that allow your advisor to devote his or her full attention to your needs and objectives.
Today, LPL is America's No. 1 independent brokerage firm with more than 11,000 financial advisors based in more than 4,500 branch offices nationwide. At LPL, we manage over $126 billion in assets and have back office support with over 1,000 employees in San Diego, Boston, and Charlotte.
LPL has been ranked the #1 independent broker/dealer in the nation for 12 years in a row by Financial Planning magazine. LPL does not offer any proprietary products and has not been involved in the issues that have wrecked havoc on the world financial systems. So, by using LPL, you can rest assured that we are looking out for your best interests.
Whether you're just starting out or preparing for retirement, you can expect:
•Your needs come first — Your LPL Financial advisor will engage with you in an ongoing conversation about your needs, goals, and objectives to create the financial plan that’s right for you.
•Objective guidance and advice — With access to leading independent research, your LPL Financial advisor can help you make informed, objective decisions.
•Investment choice and flexibility — LPL Financial does not offer any proprietary products, so your advisor can help you choose unbiased investment solutions from many of the nation’s leading investment managers.
•Convenient account access — You can manage your account online anytime, day or night, from the convenience of your own home or office. In addition, easy-to-read account statements keep you informed of account activity and performance.
Whatever your goals for the future may be, when you work with a financial advisor backed by the resources of LPL Financial, your needs always come first.
