Benefits of Independence & LPL Financial

Benefits of Our Independence

Our independence is supported by LPL Financial, the nation’s largest independent broker/dealer.*

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*.  For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth.  A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients attain their financial goals and fulfill their dreams.
 
With headquarters on both coasts, 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 that providing Americans with investment advice is critical to their financial security.  Because the firm has no proprietary products to sell, LPL Financial advisors can provide advice and investment recommendations.

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs.  They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.

*As reported in Financial Planning Magazine, 1996-2015, based on total revenue.

What does Loyalty mean to you?

To all of us in the LPL Financial network, loyalty means that our clients trust the value and level of commitment we dedicate to helping them pursue their goals.

That’s why we’re honored to share the news that LPL and its affiliated advisors were recently ranked No.1 in investor loyalty among 21 leading financial distributor firms.1 LPL has risen in these rankings in each of the past three years, a testament to our combined commitment to strengthening relationships and deepening our clients’ trust through quality service. The report, Investor Brand Builder,™ a Cogent Reports™ study released by Market Strategies International, explores key drivers of investor loyalty and ranks LPL No.1 across five key aspects of the investor experience. As part of the LPL Financial network of independent financial advisors, we’re proud that our clients nationwide recognize the value of the objective financial advice we offer to help clients pursue their goals, and of the innovative products and services our affiliation with LPL allows us to provide access to.

For more information about LPL Financial, visit www.lpl.com