About LPL Financial and Our Independence

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

Discover Why Our Independence Is Your Advantage

As an independent financial management firm, we focus on serving your needs and seek to act in your best interest at all times. This provides you with the confidence you seek to pursue financial success on your terms.

  • We have no obligations to investment product manufacturers
  • We have no cross-sell quotas or home-office directives that may lead to conflicts of interest
  • We have no affiliations or ties to investment banking firms
  • We spend our time developing customized strategies for the unique challenges you face