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Our National Team 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 they provide an integrated platform of proprietary technology, brokerage, and investment advisory services to over 12,000 financial advisors as the nation’s largest independent broker/dealer,* making them a leading distributor of financial products in the United States. In addition, LPL supports over 4,000 financial advisors with customized clearing, advisory platform, and technology solutions. Even as the LPL firm has grown over the years, they remain singularly focused on helping financial advisors 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 products, LPL Financial enables the independent financial advisors, banks, and credit unions with whom they partner to offer their clients truly objective, conflict-free advice. Their open-architecture platform provides customers with access to thousands of commission, fee-based, cash, and money market products manufactured by hundreds of third-party product sponsors. For more than 20 years, the LPL Financial Commitment Creed has been central to their culture and reflects the firm’s singular focus on serving the customer. LPL has over 2,500 employees in Boston, Charlotte, and San Diego come to work every day focused on living this commitment. Though LPL Financial was originally established to serve the independent advisor, today they serve three customer groups: * Independent Advisor Services supports more than 12,000 independent and registered Investment advisors. * Institution Services supports financial advisors at more than 750 regional and community banks and credit unions. * Custom Clearing Services supports approximately 4,000 advisors affiliated and licensed with insurance companies through a unique outsourcing arrangement. LPL tailors their programs and services to the diverse needs of the customer, enabling them to remain focused on understanding and meeting their clients’ needs. * As reported in Financial Planning magazine 1996-2011, based on total revenues. We have been working with individuals and businesses in the area for several years. Each of our agents has extensive personal and professional experience. Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.  One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. We’re looking forward to using our expertise to help you pursue your financial goals.
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