About LPL Financial

LPL is one of the leading financial service companies and the largest independent broker/dealer in the nation*. LPL offers an integrated platform of proprietary, technology, brokerage, and investment advisor services to over 16,000 financial advisors and approximately 700 financial institutions. The platform provides the service and needs for its advisors so they can focus on what they do best, pursuing their client goals. LPL has headquarters on both coasts and offers a diverse set of services and tools such as:

  • Enabling technology
  • Comprehensive clearing and compliance technology
  • Practice management and programs and training
  • Independent research

Thousands of financial advisors nationwide rely on LPL Financial to help meet their client’s financial needs. The firm’s tools and resources help them discover client’s priorities, dreams, and passions; analyze and develop financial plans to support every stage of their client’s lives; and make product decisions that put clients on the path to pursuing their goals.
For more information about LPL Financial, visit www.lplfinancial.lpl.com

*as reported in Financial Planning magazine 1996-2018, based on total revenue

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