As a long-term investor, you are faced with a wide array of financial considerations. You may need to provide financial assistance for a child’s college education or help support an aging parent. In addition, you must prepare for your own retirement and consider what’s to be done with your estate. You’re also confronted with a growing number of investment and insurance products and services, and more ways to access them than ever before. Should you invest in mutual funds, annuities, individual securities, or a comprehensive asset management program? How much insurance do you need? Add up all of these important considerations, and your need for competent, objective financial guidance has never been greater.
LPL Financial is a leading source of objective advice for accumulating and managing personal wealth. LPL Financial was formed in 1989 through the merger of two small but successful brokerage firms, Linsco (established in 1968) and Private Ledger (founded in 1973), and is the number one independent broker/dealer in the country.* (As reported by Financial Planning magazine, June 1996-2011, based on total revenue.) LPL Financial seeks to fulfill your needs with suitable options from a wide range of the nation’s top providers:
- Mutual funds
- Comprehensive asset management accounts
- Variable and fixed annuities
- Individual stocks and bonds
- Estate, college, business, tax, and retirement planning
- Domestic and foreign securities
- Alternative investments
In recent years, independent brokerage firms — those offering the products of many non-affiliated companies — have grown rapidly. Many of the most successful investment professionals have come to realize the value of independence — both for themselves and their clients — and want to provide objective and independent advice. Since its inception, LPL Financial has stood at the forefront of this growing market as the most truly independent firm in the industry. Independence at LPL Financial offers freedom of product choice, quality service, regulatory expertise, and superior technological capabilities. The one and only focus of LPL Financial is providing advisors who work with LPL Financial with the tools, training, and support they need to offer professional advice to their clients.
LPL Financial has risen to prominence driven by a commitment to independence, excellence, and four key tenets we believe are essential to achieving your financial goals:
- Solid, unbiased advice
- Meaningful, timely information and research
- Easy access to value-added investments and services
- Unparalleled client service
Advisors who work with LPL Financial can deliver all of these to you, backed by the support of our superior technology, comprehensive training programs, and dedicated personnel. As LPL Financial moves forward, we remain committed to leading the independent brokerage business. Most importantly, we continue to set the highest standards in every aspect of supporting financial advisors, so that they may help you realize a new standard for your financial future.