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LPL Financial -
The Nation's Leading Independent Source of Financial Services and Investment Advice

Financial GuidanceLPL 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.  LPL Financial offers securities 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 our partners with access to:

  • Leading–edge tools and technology
  • Independent investment research
  • Dedicated service and training
  • Open product architecture offering investment solutions

This allows LPLFinancial's advisors to focus on providing investment advice, to help their clients achieve important life and financial goals.

As a diversified financial services company, LPL Financial serves three distinct customer groups. Independent Advisor Services meets the needs of advisors at every stage of their careers. Institution Services focuses on the needs of banks and credit unions. Custom Clearing Services works with leading financial services companies.

By tailoring programs and services to the unique needs of advisors, LPL Financial helps them to stay focused on their core areas of expertise, while enabling them to provide outstanding service and strategies to clients. Being 100% committed to the success of the financial professionals 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 Charlotte.

LPL Financial has a proud heritage of helping financial professionals and their customers achieve their personal, professional and financial dreams. LPL Financial's strength and resources help provide customers with a solid foundation for continued growth.

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