About LPL Financial
What Our Affiliation With LPL Financial Means to You
LPL Financial brings considerable resources to our table so we can bring them to yours. We put LPL’s research tools, investment insights and buying power to work for our clients. They provide the structure and framework for the services we provide – and act as the custodian of the assets we manage. LPL makes us a strong partner as we help our clients strive for their financial goals.
LPL Financial:
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.








