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LPL

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer and top 5 custodian. LPL 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. 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.

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