We are affiliated with LPL Financial, the nation’s leading independent broker-dealer,* which offers an integrated platform of technology, brokerage, and investment advisor services to more than 16,000 financial advisors and approximately 700 financial institutions.

The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.

Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.

To learn more about LPL Financial, please visit lpl.com.


*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.