LPL Financial has risen to prominence driven by a commitment to independence, excellence, and four tenets we believe are essential to working toward achieving your financial goals:

  • Solid, unbiased advice
  • Meaningful, timely information and research
  • Easy access to value-added investments and services
  • Unparalleled client service

 

LPL Financial Key Facts

  • #1 independent broker/dealer in the nation*
  • Over $2.2 billion in revenue**
  • Over 11,300 affiliated financial advisors nationwide
  • Over 6,200 branch offices
  • Service to over 750 financial institutions
  • Over 2,300 staff with headquarters in San Diego, Boston, and Charlotte
  • Over $283 billion in assets as the broker/dealer of record***
  • Over $75 billion in fee based platform assets**

 

 

 

 

 

Knowledge. Integrity. Service.

As reported by financial Planning magazine, June 1996-2008, based on total revenues.*   As of December 31, 2007. **   As of April 30, 2008.***