Who is LPL Financial?
Thoughtful, balanced financial guidance is a fundamental need for everyone. LPL Financial provides advisors the tools they need to develop meaningful, long-term client relationships. LPL Financial helps independent financial advisors, like me, support my clients with research, technology, compliance, access to an ever-growing array of products, continuing education, and more. Learn more here.
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is the nation’s largest independent broker/dealer (based on total revenues, Financial Planning magazine, June 1996–2016), an RIA custodian, and an independent consultant to retirement plans. LPL offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 financial advisors and approximately 700 financial institutions. In addition, LPL supports approximately 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL and its affiliates have more than 3,300 employees—with primary offices in Boston, Charlotte, and San Diego.
For more information, please visit www.lpl.com.
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* As reported in Financial Planning magazine 1996-2016, based on total revenues.
