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Advisor Testimonials



“Our group joined LPL Financial because of the independent model, open architecture and comprehensive technology platform. We were especially impressed with the company's singular business model of supporting independent financial advisors.

Since joining LPL Financial, our branch and individual advisors have grown their practices at a rate beyond our expectations. All the reasons we joined LPL Financial are still valid today. The reputation of LPL Financial within the broker/dealer community has greatly aided our development as a branch. The strong advisory fee-based platforms have helped our group make a transition from commission-based practices to more blended practices. We are excited about the growth plan within our branchand the expansion taking place at LPL Financial.”

- GE. Buenning


“LPL Financial is providing our advisory team the broker/dealer platform we need to build Louisville's premier financial planning and wealth management firm. We should have joined LPL Financial two years ago when we first had the chance. Best in the business.”

- Rob Davenport, CFP, CLTC


“I'm wishing I would have made the move to LPL Financial sooner. Even though I have 10% less in assets after my transition, I'm making more money.”

- Karl Dimler


“I am very pleased with my relationship with LPL Financial. I actually didn't choose to join LPL Financial, as my broker/dealer was purchased by them back in 2004. (although I had considered leaving my old B/D in the past and LPL Financial was at the top of my list of places to go).

The independence, investment platforms and research I get from LPL Financial are all top notch. They are a very forward thinking company that I feel always has their fingers on the pulse of the industry. We are hopeful for a long and prosperous relationship with LPL Financial!”

- Leonard F. Valletta, CFP(R), MS