... or you've already achieved it and want to safeguard your wealth so you remain independent for the rest of your life. That's why you're interested in developing a relationship with a financial advisor in the first place.
By offering securities through LPL Financial (member FINRA/SIPC), we're independent wealth consultants, unbiased about financial products. In other words, we're free to make recommendations based on what we believe will do the best to achieve your individual financial objectives. We don't make our recommendations based on what a parent company thinks "everyone" should have in their portfolios.
LPL Financial (LPL) is
a national, independent investment firm. As
the leading independent broker/dealer, LPL continues
to set the standard for the industry. LPL has
grown steadily in financial strength since 1989
and today has the highest annual revenues and
excess net capital of any independent broker/dealer
in the country. LPL was formed in 1989 through
the merger of two small but successful brokerage
firms: Linsco (established 1968) and Private
Ledger (founded 1973).
Based on the firm's revenues, LPL has been named the nation's number-one independent brokerage firm for ten consecutive years by Financial Planning magazine (1996-2005). Since its inception, LPL has stood at the forefront of this changing industry as the most truly independent firm in the industry with over 6,500 financial advisors nationwide. Independence at LPL translates to more freedom of product choice, more service, more regulatory expertise, and more technological capabilities.
With more than 1,000 LPL employees in Boston and at their seven-acre campus in San Diego, LPL can assist individual wealth consultants at Fi-Plan Partners, LLC with everything from product knowledge to customer service.
Visit LPL Financial now.