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About Us

LPL Financial brings over 40 years of industry leadership and innovation to serving the growing needs of the financial advisor and broker/dealer communities. The significant business growth we have achieved as an organization is evident in the leading-edge technology, products and services we bring to financial advisors and their clients.

Our goal of helping financial advisors achieve success is accomplished through a deep commitment that is integrated into every aspect of our business and includes:

LPL Financial Map
  • Non-proprietary investment platform
  • Broad product mix, including retirement plans, college loans and savings programs and more
  • Acclaimed research capabilities
  • Multiple financial planning and asset management platforms
  • Higher payouts*
  • Customized marketing and communications materials
  • Advanced training opportunities
  • Business consulting and business development resources
  • Proactive relationship management and consulting services
  • Experienced compliance and legal resources

We invite you to learn more about our commitment to continual improvement and our dedication to superior service – a formula that has led to helping nearly 12,000 financial advisors build successful independent practices.

Chairman’s Message
Milestones of an Industry Leader
Message from Bill Morrissey
Mission Statement
Locations

*Assuming an initial payout plus a bonus payout applied to aggregate production and paid on incremental production beginning at $100,000.