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LPL

LPL Financial is one of the largest independent broker-dealers in the United States. They have over 17,000 financial advisors and have over $903 billion in advisory and brokerage assets. Revenue for the 2020 fiscal year was estimated at $5.9 billion. LPL Financial serves independent financial advisors, professionals, and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. Securities and Advisory services offered through LPL Financial LLC, a registered investment advisor. In 2020, LPL was recognized for their initiatives through the Wealthies Circle, CFO Solutions, which helps LPL advisors grow, improve their business efficiency and increase the value of their practice through data, insight and strategy. Advisor Sleeve which allows advisors to act as strategists while outsourcing daily operational tasks to LPL. Finally through their new account opening process LPL provides full integration allowing data to move seamlessly making client relationship management more effective. LPL helps American families seeking wealth management, retirement planning, financial planning and asset management solutions

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