LPL Partnership


Simply, because LPL Financial fosters an environment that allows advisors the freedom to act in their clients’ best interests.

LPL was formed in 1989 through the merger of two small brokerage firms, Linsco and Private Ledger (founded in 1968 and 1973, respectively).

LPL is one of the nation’s leading financial services companies and a publicly traded company under the ticker symbol LPLA.

The Firm’s mission is to provide financial professionals with the independent research and other resources needed so you can obtain objective advice, and you, in turn, can make informed decisions as you pursue your financial goals.

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.

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