Our Affiliation with LPL Financial Services
LPL Financial Services is one of the United States' largest organizations of independent financial representatives. Today, LPL is America's No.1 independent brokerage firm* -- with more than 7,700 financial advisors nationwide.
LPL's representatives are independent business owners who specialize in providing customized financial solutions, backed by LPL's Financial Strength. LPL representatives invest or manage $150 billion every year in brokerage products and advisory programs. LPL's capital ratio is the highest among all independent brokerage firms.¹
The independent financial representatives affiliated with LPL Financial Services have access to comprehensive financial planning tools, as well as unbiased, independent research on individual stocks, bonds, mutual funds, annuities and investment managers across every asset class. This enables them to concentrate their energy on understanding your individual financial goals and offering impartial solutions to the challenges of wealth accumulation and management.
* Based on previous year's revenues as reported in Financial Planning Magazine, June 1996-2004
¹ Financial Planning Magazine, June 1996-2003.
Securities and financial planning offered through LPL Financial, member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit SIPC.org. LPL Financial is also a member of FINRA and An Investment Advisor.
