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About LPL Financial

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  3. About LPL Financial

About LPL Financial

The Benefits Of Independence

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor.

At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

The Benefits of LPL Research

Among the vast resources LPL-affiliated financial advisors and professionals can access are those from LPL Research, one of the industry’s largest independent research teams. LPL Research’s experienced analysts, strategists, and investment specialists keep a pulse on global and US markets and economic trends so they can deliver research, market perspectives, asset allocation advice, and more.

By tapping into these resources, LPL financial advisors and professionals can help you cut through the emotions often associated with financial planning decisions.

*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2024); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.”

For more information about LPL Financial, visit www.lpl.com

2025-0327 LPL by the numbers.pdf

Your Goals Come First

Learn more about the benefits LPL Financial offers independent advisors and their clients. Watch our short video

Your Goal Come First

Connect with Us

 

LPL Financial Research works continually to help our team interpret and adjust to the latest developments in the world’s capital markets.

Access the LPL Research team’s latest thinking, analysis and perspective on today’s financial markets and economy.
Visit LPL Research

6 Venture, Suite 390
Irvine, CA 92618
(949) 788-7700 phone
(800) 828-2341 toll-free
(949) 788-7700 fax

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and AK Financial Group are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

ANDREW C. KARLINSKI, CFP® / CA, CO / AK FINANCIAL GROUP / LIC #0535080 /
CO LIC #662276 / LIC #0748153.

LPL Financial Form CRS

 

 

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