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About lPL
LPL Financial
#1 Indepedent broker/dealer in the nation*
LPL was formed in 1989 through the merger of two small but successful brokerage firms, Linsco (established in 1968) and Private Ledger (founded in 1973). Today, LPL is America's No. 1 independent brokerage firm* - with more than 7,000 financial advisors, based in more than 4,500 branch offices nationwide.
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LPL's rise to prominence has been driven by a commitment to independence, excellence and the simple premise that achieving your financial goals requires:
- Solid, unbiased advice
- Meaningful, timely information and research
- Easy access to value-added investments and services
- Unparalleled customer service
Your LPL Financial Advisor can deliver all of these to you, thanks to support from LPL's technology, our comprehensive training programs and our dedicated personnel.
As LPL moves into our fourth decade, we remain committed to leading the independent brokerage business. We continue to set the highest standards in every aspect of supporting our advisors so that they may help you realize a new standard for your financial future.
Setting a Higher Standard for Unbiased Financial Advice
LPL markets no products of its own, so LPL advisers concentrate their
energies on understanding your individual financial goals and offering
objective strategies to help address the challenges of wealth accumulation,
management and preservation.
Leveraging Independent Research
LPL financial advisers receive guidance and recommendations from a team
of seasoned investment professionals and enjoy instant access to leading
information and resources. With no investment banking relationships, LPL
Research provides unbiased, client-centered analysis of the capital markets
and their underlying securities.
Capitalizing on Technology
LPL has revolutionized the way financial information is delivered and
provides advisers with a solid, state-of-the-art technology platform dedicated
to your success.
LPL remains committed to leading the indepedent brokerage industry. We continue to set the high standards in every aspect of supporting our advisers so they can help you realize a new standard for your financial future.
- LPL has been the number one independent broker dealer in the nation for eleven consecutive years*
- $1.7 billion in revenue in 2006
- Over 7,000 affiliated financial representatives
- Over 4,500 branch offices in the U.S.
- Service to over 700 financial institutions
- Over 1,400 staff in dual headquarters in Boston, San Diego and Charlotte
- Over $126 billion invested and managed annually
- Over $50 billion in assets in LPL's fee-based programs
- Over 5.0 million trades annually