About LPL Financial

LPL was founded with a pioneering vision: to help entrepreneurial financial professionals establish successful businesses through which they could offer independent financial guidance and advice. Today they provide an integrated platform of proprietary technology, brokerage, and investment advisory services to over 18,000 financial professionals as the nation’s largest independent broker/dealer,* making them a leading provider of financial services in the United States. In addition, they support over 4,700 financial professionals with customized clearing, advisory platform, and technology solutions.

Even as their firm has grown over the years, they remain singularly focused on helping financial professionals to manage the complexity of their investment practices so they can better serve their clients in achieving important financial goals. And, because they do not offer proprietary investment products, LPL enables the independent financial advisors, professionals, banks, and credit unions whom they service to offer their clients customized advice. Their open-architecture platform provides their customers with access to thousands of commission, fee-based, cash, and money market products manufactured by hundreds of third-party product sponsors.

For more information about LPL Financial, visit www.lpl.com.

* As reported in Financial Planning magazine 1996-2022, based on total revenues.