About LPL
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LPL Financial was founded with a pioneering vision—to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice. Today, LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer supporting more than 11,000 financial advisors nationwide.* They are also an enabling partner to a broad range of banks and credit unions, as well as broker/dealers at leading financial services companies. Providing Americans with investment advice has never been more important than now. LPL Financial helps financial professionals manage the complexities of running successful organizations by providing their customers with access to:
This mix of products and services allows financial advisors to focus on providing investment advice and to help their clients achieve important life and financial goals. Who they serve By tailoring programs and services to the unique needs of LPL affiliated financial advisors, they help them stay focused on their core areas of expertise, while enabling them to provide outstanding service and strategies to their clients. Being 100% committed to the success of the financial professionals they serve is what has helped LPL Financial become one of the leading diversified financial services organizations in the country, with headquarters in Boston, San Diego and here in Charlotte. LPL boast a proud heritage of helping financial professionals and their clients work toward achieving their personal, professional, and financial dreams. Their strength and resources help provide their customers with a solid foundation for continued growth. * As reported in Financial Planning magazine 1996-2008, based on total revenues.
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