LPL Partnership

LPL Financial – History of Excellence

Formed in 1989 through the merger of Linsco and Private Ledger (founded in 1968 and 1973, respectively), LPL was built on the belief that objective financial guidance benefits everyone – and advisors are best able to serve clients when they have access to innovative tools and solutions that work for them. Remaining strong in this conviction, they formed a political action committee to lobby Washington on behalf of advisors and their clients, helping keep the right to objective advice a constant in our industry.

As LPL continues to grow, they regularly update their service offerings, including new platforms and opinions to ensure advisors, banks, and credit unions have the right tools to meet your needs. Their continued investments in technology and creating efficiencies have helped them become a leader in the industry and a trusted partner for your advisor.

Today, they provide comprehensive support and a broad range of innovative business solutions to a network of more than 14,000 financial advisors. They’ve built a reputation for customized services and personal attention, and our research and conferences, which provide your advisor with educational and training opportunities, are renowned throughout the financial industry. As they grow and evolve, they remain committed to the philosophy of objective guidance that has propelled their success and will continue to share our future.

By affiliating with LPL, your advisor has chosen to strengthen and elevate the services they provide to help guide you toward your financial goals.

As the nation’s largest independent broker/dealer,1 an RIA custodian, and leading provider of third-party brokerage services to banks and credit unions,2 they back the wisdom and experience of your advisor with an enormous catalog of services and resources, such as:

Objective market research
Compliance oversight
Innovative technology
Ongoing practice consulting and training

1 Based on total revenues, Financial Planning magazine 1996-2017
2 2016/2017 Kehrer Bielan TPM Survey. Based on Financial Institution Market Share.