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Chairman's Message

Thank you for visiting JoinLPL.com

In today’s financial landscape, success requires more than just hard work. You need a partner who is dedicated to helping you achieve your business goals. At LPL Financial, we offer every customer we serve the tools, resources and support they need to succeed. We are in the business of managing the complexity of financial services practices for individuals and institutions. Whether you are a trusted financial professional, or program manager of a bank or credit union, or an organization that can benefit from our comprehensive clearing services, LPL Financial is 100% committed to your success in providing investment services to your clients.

We are passionate about offering our partners innovative solutions for building and growing their businesses. Our employees are available every day to help you reach your objectives through high-touch services, technology enabled back office support, unbiased research, industry expertise, training and best-in-class investment solutions. Through access to our extensive resources, we seek to reduce the complexities of day to day business management. We work extensively with industry leaders to bring investment solutions to your business.

Our sharp and consistent focus on our customers’ needs has established LPL Financial as one of the nation’s leading diversified financial services companies. By attracting and retaining top-performing independent financial advisors, we have become the nation's largest independent broker-dealer.*

As we look to the future, I believe that the financial professionals who are best positioned to create one on one relationships with investors will continue to grow and thrive. Our mission is to help financial professionals continue do what they do best—provide sound guidance and advice to their clients.

Sincerely,

Mark S. Casady, Chairman and CEO, LPL Financial

* As reported by Financial Planning magazine, 1996-2008, based on total revenue.