As the nation’s leading independent broker-dealer*, LPL Financial offers an integrated platform of proprietary technology, brokerage, and investment advisor services to more than 14,000 financial advisors and approximately 700 financial institutions. LPL Financial offers no investment products of its own, so advisors who work with LPL Financial can devote their time and energies not to product quotas and sales goals, but to understanding their clients’ financial objectives.
Formed in 1989 through the merger of two small but successful brokerage firms, Linsco (established in 1968) and Private Ledger (founded in 1973), it is the number one independent broker/dealer in the country.* With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of tools and services such as:
· Investment Research
· Advanced Trading Tools
· Mutual funds
· Variable and fixed annuities
· Individual stocks and bonds
· Domestic and foreign securities
· Alternative investments
· Trust services**
*As reported by Financial Planning magazine, June 1996-2016, based on total revenue.
** LPL Financial representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial.