Our Broker Dealer: LPL Financial

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, 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.*  We are also an enabling partner 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. At LPL Financial, we help financial professionals manage the complexities of running successful organizations by providing our customers with access to:

- Leading-edge tools and technology

- Independent investment research

- Dedicated service and training

- Open product architecture offering investment solutions

This mix of products and services allows our customers to focus on providing investment advice and to help their clients achieve important life and financial goal          

History:

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). By merging these two companies, the founders of LPL Financial sought to create a formidable alternative to Wall Street firms, one in which financial advisors could build highly competitive businesses while always doing what was right for their clients. Today, we are the largest independent broker/dealer in the country.*  Our success has been driven by a commitment to enable our customers to reduce the complexity of running and managing a successful business.